Automate Employee Trip Expense Processing with Jotform, OpenAI and Google Sheets — Workflow n8n

Moyen complexité⚡ Déclencheur12 nœuds🏷️ Invoice Processingpar Jitesh Dugar

Aperçu

👤 Who’s it for

This workflow is designed for employees who need to submit expense claims for business trips. It automates the process of extracting data from receipts/invoices, logging it to a Google Sheet, and notifying the finance team via email.

Ideal users: Employees submitting business trip expense claims HR or Admins reviewing travel-related reimbursements Finance teams responsible for processing claims

⚙️ How it works / What it does

Employee submits a form with trip information (name,

Nœuds utilisés

Google SheetsGoogle DriveGmailCodeAI AgentOpenAI Chat ModelStructured Output Parser

Aperçu du workflow

Extract and Parse Invoices with AI Agent
Uploaded PDF receipts are processed using OCR and AI. T
Send Claim Summary to Finance Team
A formatted email with the employee’s business trip and
Store Invoices in Google Sheet
The parsed invoice records are transformed and appended
Transform and Generate HTML Email
This step prepares a professional email summary by comb
Jotform Trigger
Jotform account with expense form setup Sign up for fre
modelparser
Transform Output
Upload file
E
Extract from File
Append row in sheet
Transform invoice record
Structured Output Parser
Create HTML Email Template
Handle multiple files
GPT
Send a message
Document Extractor
⚡
J
Jotform Trigger
12 nodes11 edges

Comment ça fonctionne

  1. 1

    Déclencheur

    Le workflow démarre avec un déclencheur déclencheur.

  2. 2

    Traitement

    Les données transitent par 12 nœuds, connecting agent, code, extractfromfile.

  3. 3

    Sortie

    Le workflow termine son automatisation et livre le résultat à la destination configurée.

Détails des nœuds (12)

GO

Google Sheets

googleSheets

#1
GO

Google Drive

googleDrive

#2
GM

Gmail

gmail

#3
CO

Code

code

#4
AI

AI Agent

n8n-nodes-langchain.agent

#5
OP

OpenAI Chat Model

n8n-nodes-langchain.lmChatOpenAi

#6
ST

Structured Output Parser

n8n-nodes-langchain.outputParserStructured

#7

Comment importer ce workflow

  1. 1Cliquez sur le bouton Télécharger JSON à droite pour enregistrer le fichier du workflow.
  2. 2Ouvrez votre instance n8n. Accédez à Workflows → Nouveau → Importer depuis un fichier.
  3. 3Sélectionnez le fichier automate-employee-trip-expense-processing-with-jotform-openai-and-google-sheets téléchargé et cliquez sur Importer.
  4. 4Configurez les identifiants pour chaque nœud de service (clés API, OAuth, etc.).
  5. 5Cliquez sur Tester le workflow pour vérifier que tout fonctionne, puis activez-le.

Ou collez directement dans n8n → Importer depuis JSON :

{ "name": "Automate Employee Trip Expense Processing with Jotform, OpenAI and Google Sheets", "nodes": [...], ...}

Intégrations

agentcodeextractfromfilegmailgoogledrivegooglesheetsjotformtriggerlmchatopenaioutputparserstructured

Obtenir ce workflow

Téléchargez et importez en un clic

Télécharger JSONVoir sur n8n.io
Nœuds12
Complexitémedium
Déclencheurtrigger
CatégorieInvoice Processing

Créé par

Jitesh Dugar

Jitesh Dugar

@jiteshdugar

Tags

agentcodeextractfromfilegmailgoogledrivegooglesheetsjotformtriggerlmchatopenaioutputparserstructured
⚡

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🔗 Webhook·12 nodes