Convert emailed timesheets into QuickBooks invoices with OCR, AI, Gmail and Sheets — n8n 워크플로

높음 복잡도 트리거45개의 노드🏷️ Invoice Processing👁 3회 조회작성자: DIGITAL BIZ TECH

개요

AI-Powered Timesheet → Invoice Automation (Gmail + OCR + AI + Google Sheets + QuickBooks)

> Note: This workflow uses sticky notes extensively to document each logical section of the automation. Sticky notes are mandatory and already included to explain OCR, AI parsing, folder logic, duplicate handling, and QuickBooks steps.

This workflow automates the full lifecycle of timesheet-based invoicing — from emailed timesheets to structured Google Sheets records and finalized invoices in QuickBoo

사용된 노드

Google SheetsHTTP RequestGoogle DriveQuickBooks OnlineCodeAI AgentOpenAI Chat ModelGoogle Gemini Chat Model

워크플로 미리보기

OCR extraction
Sends each attachment to the OCR API and returns plain
Build invoice dates
Calculates the invoice date and due date using the time
create new year folder
normalize and extract timesheet month
Prepare Month array and extract month number and split
Email intake and loop
Listens to Gmail for unread timesheet emails, splits al
How it works
The workflow automates extracting timesheet data, organ
1. Text extraction
Splits attachments and sends them to an OCR API to conv
Customer and PO lookup
Looks up the sender in the Customer POs sheet and pulls
AI timesheet parsing
OpenAI reads the timesheet text and extracts employee n
Client folder discovery
Search Client Invoices folder, finds or creates the cli
## File naming and search
searches Drive for existing sheets with the employee a
Create new
create new client name, employee and year named folder
check for duplicate and Skip January First T
skip if duplicate is found
add extracted data to sheets
add extracted data to sheets
get data from sheets
extracted data from sheets
quickbooks customer info
from quickbooks find customer info that match customer
check if customer exists
if exists continue else add new customer info
add data into Quickbooks
add data from sheets into Quickbooks invoice
check occurrence than map the data
check If: First Time This Month? and than map the extr
model
QuickBooks Find Customer
I
If Customer Exists?
QuickBooks Create Customer
QuickBooks Create Invoice
W
When clicking ‘Execute w…
Get row(s) in sheet
Google Sheets2
S
Set: Spreadsheet (ID & …
Split Binary Attachments
L
Loop: Process Each Attac…
W
Wait1
S
Split Each Month
M
Map Timesheet Fields
Check for Duplicate Entry
S
Skip If Duplicate Found
C
Create Sheet Name + Invo…
Google Sheets: Create Sh…
Move Sheet to Invoice Fo…
P
Prepare Default Invoice …
I
If- File is Exist
I
If1
Search: Client Invoices …
Search: Employee Name Fo…
C
Check Employee Name Folder
Search: Inside folders i…
Search: Year Folder
Search: folder name
C
Check if Year Folder Exi…
Create Current Year Folder
Create Employee Name Fol…
Google Drive
Get Customer Info From P…
Create Folder Name
Create: Year Folder
P
Prepare Month array
G
Gmail Trigger
W
Wait
Extract Text
S
Skip January First Time
Delete Exiting Row
OpenAI Chat Model1
AI Agent
Google Gemini Chat Model
Sheets: Append Row1
I
If: First Time This Month?
45 nodes50 edges

작동 원리

  1. 1

    트리거

    워크플로는 트리거 트리거로 시작합니다.

  2. 2

    처리

    데이터가 45개의 노드를 통해 흐릅니다, connecting agent, code, gmailtrigger.

  3. 3

    출력

    워크플로가 자동화를 완료하고 구성된 대상에 결과를 전달합니다.

노드 세부 정보 (45)

GO

Google Sheets

googleSheets

#1
HT

HTTP Request

httpRequest

#2
GO

Google Drive

googleDrive

#3
QU

QuickBooks Online

quickbooks

#4
CO

Code

code

#5
AI

AI Agent

n8n-nodes-langchain.agent

#6
OP

OpenAI Chat Model

n8n-nodes-langchain.lmChatOpenAi

#7
GO

Google Gemini Chat Model

n8n-nodes-langchain.lmChatGoogleGemini

#8

이 워크플로 가져오는 방법

  1. 1오른쪽의 JSON 다운로드 버튼을 클릭하여 워크플로 파일을 저장합니다.
  2. 2n8n 인스턴스를 열고 워크플로 → 새로 만들기 → 파일에서 가져오기로 이동합니다.
  3. 3다운로드된 convert-emailed-timesheets-into-quickbooks-invoices-with-ocr-ai-gmail-and-sheets 파일을 선택하고 가져오기를 클릭합니다.
  4. 4각 서비스 노드에 대한 자격 증명(API 키, OAuth 등)을 설정합니다.
  5. 5워크플로 테스트를 클릭하여 모든 것이 작동하는지 확인한 후 활성화합니다.

또는 n8n → JSON에서 가져오기에 직접 붙여넣기:

{ "name": "Convert emailed timesheets into QuickBooks invoices with OCR, AI, Gmail and Sheets", "nodes": [...], ...}

통합

agentcodegmailtriggergoogledrivegooglesheetshttprequestiflmchatgooglegeminilmchatopenaimanualtriggerquickbookssetsplitinbatchessplitoutwait

이 워크플로 가져오기

한 번의 클릭으로 다운로드 및 가져오기

JSON 다운로드n8n.io에서 보기
노드45
복잡도high
트리거trigger
조회수3
카테고리Invoice Processing

제작자

DIGITAL BIZ TECH

DIGITAL BIZ TECH

@dbt

태그

agentcodegmailtriggergoogledrivegooglesheetshttprequestiflmchatgooglegeminilmchatopenaimanualtrigger

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n8n은 무료 오픈소스 워크플로 자동화 도구입니다. 자체 호스팅하거나 클라우드 버전을 사용하세요.

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