Track invoice spending vs budget from Google Drive with GPT-4o and Telegram alerts — n8n Workflow

High complexity⚡ Trigger88 nodes🏷️ Invoice Processing👁 6 viewsby Dmitrij Zykovic

Overview

Invoice Budget Tracker

Drop invoices to Google Drive and let AI handle the rest - OCR extraction, automatic categorization, budget tracking, and Telegram alerts when spending reaches thresholds.

✨ Key Features

📄 Invoice OCR** - Extracts data from PDF/image invoices automatically 🤖 AI Categorization** - Detects document type (skips contracts, delivery acts) and categorizes real invoices 💰 Budget Tracking** - Set monthly budgets per category, track spending in real-time 🔔 Smart Alerts** - Get n

Nodes used

HTTP RequestTelegramGoogle DriveCryptoCodeAI AgentSimple MemoryStructured Output ParserCalculatorCall n8n Workflow ToolOpenRouter Chat ModelThink ToolMCP Client Tool

Workflow Preview

Invoice Budget Tracker

Auto-categorize business invoices and track spending vs

Quick Start Guide

1. Setup Google Drive

1.1 Create Google OAuth credentials

- https

2. Budget Management AI Agent

Telegram-based budget configuration via AI Agent + MCP

3. Weekly Budget Check

Weekly check on current month's budget progress (every

4. Monthly Summary

Scheduled report generation on 10th of each month

Cleanup / Reset

This is MANUAL trigger to full data cleanup. Warning -

Scheduled Trigger

Ensure Tool Configuration Exists

Before starting processing, we should have a Telegram b

Loop over unprocessed files

- Get all files in folder, iterate one by one

- Make sure you have selected right (inbox) directory h

Chat Trigger

Ensure Bot Privacy

On first use, the bot stores the user ID and locks acce

Add processing started message

Notify user about processing start (with message ... )

Build Agent Input

Budget Agent Processing

- answer to user message

- ensure budget is set as expected

Result / Reply Message

Sends reply to the user

1.1 Document Processing Loop / Data Extractio

Get Config and Validate Input File

- Document not marked for manual review

- Document not marked as duplicate

Get Document Content

- Downloads file

- Extract text from file

- Calculate file hash

Load Budget Data

- Budget json loaded from config storage

Require manual review

- If OCR / text extraction failed

- If categorizer identified invalid content

Extract Invoice Data

1.2 Document Processing Loop / Invoice Proces

Handle Duplicate Invoice

- Rename as duplicate (for manual processing)

- Notify user about duplicate

Duplicate Check

Save Record

Update Summary

Budget Alerts

Rename Document

- Use invoice details to build new document name

Ensure Month Folder Exists

Move Document to Month Folder

Success Notification

- Send message to user with invoice details

Weekly Trigger

Get Weekly Summary

- Do not proceed if summary does not exist yet

Send Weekly Notification

Monthly Trigger

Get Monthly Summary

- Do not proceed if summary does not exist yet

Send Monthly Notification

Monthly Summary Calculation Logic

- Respond with summary or error message

- Uses subworkflow (workflow with same id)

5. Data Reset

- Removes all account / project data

DownloadInvoice

CheckInvoiceExists

IfNewInvoice

OcrExtract

IfOcrSuccess

GetBudgets

Gpt4oCategorizer

SaveInvoice

GetSummary

SaveSummary

IfNeedsAlert

AlertMessage

RenameFile

SearchMonthFolder

IfFolderExists

CreateMonthFolder

MoveToMonth

SuccessLog

ErrorAlert

⚡

BudgetTrigger

IfFirstRun

SaveAppSettings

NotAuthorizedMessage

BudgetInput

Gpt4oBudgetAgent

JsonStorageMcp

Calculator

Think

BudgetMemory

BudgetReply

WelcomeMessage

⚡

WeeklyTrigger

GetWeeklySummary

IfHasData

CalcWeeklySummary

BuildWeeklyMessage

WeeklySummaryMessage

Crypto

WorkflowConfig

ResultFolder

RenameToReview

DuplicateLog

IfNotForReviewOrDuplicate

GetFiles

LoopInput

⚡

HourlyTrigger

Merge

OcrOutput

InputFile

ProcessingInput

StorageInput

⚡

MonthlyTrigger

MonthlySummaryMessage

IfHasMonthlyData1

CalcMonthlySummary

BuildMonthlyMessage

WorkflowInput

⚡

GetMonthlySummaryTrigger

MonthlySummary

GetMonthlySummary

GetMonthlySummaryText

CalcSummary

SummaryInput

IfAuthorized

GetAppConfig2

ErrorOutput

⚡

ManualResetTrigger

ForEachCategory

DeleteItem

GetAppSettings

GetAppSettings1

GetAppSettings2

IfRegistrationExists

IfStartMessage

BudgetAgent

IfInvalidContent

RenameAsDuplicate

GetAppSettings3

ApproveRemove

IfApproved

FirstRunOnlyStart

ForEachCategoryItem

SetDefaults

Think1

AICategorizer

StructuredOutputParser

RestartMessage

88 nodes87 edges

How it Works

1
Trigger
The workflow starts with a trigger trigger.
2
Process
Data flows through 88 nodes, connecting agent, code, crypto.
3
Output
The workflow completes its automation and delivers the result to the configured destination.

Node Details (88)

HTTP Request

httpRequest

Google Drive

googleDrive

Crypto

crypto

Code

code

AI Agent

n8n-nodes-langchain.agent

Simple Memory

n8n-nodes-langchain.memoryBufferWindow

Structured Output Parser

n8n-nodes-langchain.outputParserStructured

Calculator

n8n-nodes-langchain.toolCalculator

Call n8n Workflow Tool

n8n-nodes-langchain.toolWorkflow

#10

OpenRouter Chat Model

n8n-nodes-langchain.lmChatOpenRouter

#11

Think Tool

n8n-nodes-langchain.toolThink

#12

MCP Client Tool

n8n-nodes-langchain.mcpClientTool

#13

How to Import This Workflow

1Click Download JSON button on the right to save the workflow file.
2Open your n8n instance. Go to Workflows → New → Import from file.
3Select the downloaded track-invoice-spending-vs-budget-from-google-drive-with-gpt-4o-and-telegram-alerts file and click Import.
4Set up credentials for each service node (API keys, OAuth, etc.).
5Click Test Workflow to verify everything works, then activate it.

Or paste directly in n8n → Import from JSON:

{ "name": "Track invoice spending vs budget from Google Drive with GPT-4o and Telegram alerts", "nodes": [...], ...}

Integrations

agentcodecryptoexecuteworkflowexecuteworkflowtriggergoogledrivehttprequestiflmchatopenroutermanualtriggermcpclienttoolmemorybufferwindowmergeoutputparserstructuredscheduletriggersetsplitinbatchestelegramtelegramtriggertoolcalculator

Get This Workflow

Download and import in one click

Download JSON View on n8n.io

Nodes88

Complexityhigh

Triggertrigger

CategoryInvoice Processing

Created by

Dmitrij Zykovic

@dmitrijz

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Automate Custom QuickBooks Invoice PDFs & Email with n8n

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