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PDF invoice processing and approval with OpenAI

Finance and operations teams that receive invoices from several channels and need a reviewed, central record.

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automated-pdf-invoice-processing-approval-flow-using-openai-and-google-sheets.json

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What it does

An n8n workflow that takes invoices from a Google Drive folder, Gmail attachments or a web form, extracts the text and uses AI to pull out fields such as vendor, total and due date. An email approval step follows, and results are logged in Google Sheets.

Use cases

  1. 01Extract vendor, total and due date from PDFs
  2. 02Route invoices to an approver by email
  3. 03Keep a sheet of approved and rejected invoices

Connects

Google Sheets · Google Drive · Gmail · AI Agent · OpenAI Chat Model · Structured Output Parser

Questions about
PDF invoice processing and approval with OpenAI.

What is PDF invoice processing and approval with OpenAI used for?

Finance and operations teams that receive invoices from several channels and need a reviewed, central record. An n8n workflow that takes invoices from a Google Drive folder, Gmail attachments or a web form, extracts the text and uses AI to pull out fields such as vendor, total and due date. An email approval step follows, and results are logged in Google Sheets.

How do I import PDF invoice processing and approval with OpenAI into n8n?

Copy the workflow JSON from this page and paste it onto the n8n canvas with Ctrl+V or Cmd+V. Then connect your credentials in each node.

Is PDF invoice processing and approval with OpenAI safe to use?

It passed our automatic scan for credential theft, hidden instructions and risky install commands. Third party open source software. Sabemos AI does not maintain it. Check the code and permissions before you connect it to company data.

Related resources

Read the guide: AI for accounting firms and gestorías ↗

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