Automated Invoice Processing System with OCR & AI - AP Automation with Airtable — рабочий процесс n8n

Высокая сложность Триггер18 узлов🏷️ Invoice Processing👁 1,326 просмотровот Milan Vasarhelyi - SmoothWork

Обзор

Video Introduction

Invoice Processing Automation

This template is the automation behind a simple incoming invoice automation tool (AP automation) tool built in Airtable.

Link to the Airtable base, and all other tools used, is in notes on the left of the automation.

How it works See how it works on video: Full Video Walkthrough

  1. We get an email with an invoice attachment:

  2. Processes and adds the data to an Airtable interface:

  3. Once we approved it and Due date approaches, it shows a

Использованные узлы

AirtableHTTP RequestGmailBasic LLM ChainOpenAI Chat ModelOpenAI ModelStructured Output ParserOpenAIInformation Extractor

Предпросмотр рабочего процесса

Invoice Processing Automation
This template is the automation behind a simple incomin
Follow the instructions below to get
Gets all messages that:
1) Have an attachment
2) Do not have the label invoice_checked
3) Text matches invoice
*1. Set up Airtable*
1 - Register an Airtable account here
2 - Duplicate [this base](https://airtable.com/appFMuGz
2. Set Up ConvertAPI
1 - Register a ConvertAPI account here
2 - Get an API key, and save it somewhere safe
3 - Create a Header Auth credential in Cred
TODO: Change the Base to the duplicated base,
TODO: Change the Base to the duplicated base,
3. Set up Gmail
1 - Create the "invoice_checked" label
2 - [Follow the instructions](https://docs.n8n.io/integ
4. Set up OpenAI
Follow the n8n instructions to connect your OpenAI plat
TODO: Add the ConvertAPI Header Auth
Made by:
Milan @ SmoothWork - Book a Free Consulting Call
![Milan](https://gravatar.com/avatar/95700d17ba300a9f14
Video Introduction
![image.png](https://www
modelmodelparser
OpenAI Model
Structured Output Parser
M
Map Output
Apply Data Extraction Ru…
Gmail1
G
Get all img_url
Analyze image
G
Get image data
PDF -> JPG - ConvertAPI
Get list of vendors
M
Merge
E
Edit Fields
Information Extractor
OpenAI Chat Model
M
Merge1
Airtable
G
Gmail Trigger
Gmail
18 nodes19 edges

Как это работает

  1. 1

    Триггер

    Рабочий процесс запускается триггером триггер.

  2. 2

    Обработка

    Данные проходят через 18 узлов, connecting airtable, chainllm, gmail.

  3. 3

    Вывод

    Рабочий процесс завершает автоматизацию и доставляет результат в настроенное место назначения.

Детали узлов (18)

AI

Airtable

airtable

#1
HT

HTTP Request

httpRequest

#2
GM

Gmail

gmail

#3
BA

Basic LLM Chain

n8n-nodes-langchain.chainLlm

#4
OP

OpenAI Chat Model

n8n-nodes-langchain.lmChatOpenAi

#5
OP

OpenAI Model

n8n-nodes-langchain.lmOpenAi

#6
ST

Structured Output Parser

n8n-nodes-langchain.outputParserStructured

#7
OP

OpenAI

n8n-nodes-langchain.openAi

#8
IN

Information Extractor

n8n-nodes-langchain.informationExtractor

#9

Как импортировать этот рабочий процесс

  1. 1Нажмите кнопку Скачать JSON справа, чтобы сохранить файл рабочего процесса.
  2. 2Откройте ваш экземпляр n8n. Перейдите в Рабочие процессы → Новый → Импорт из файла.
  3. 3Выберите скачанный файл automated-invoice-processing-system-with-ocr-ai-ap-automation-with-airtable и нажмите Импортировать.
  4. 4Настройте учётные данные для каждого узла сервиса (ключи API, OAuth и т.д.).
  5. 5Нажмите Протестировать рабочий процесс, чтобы убедиться в правильной работе, затем активируйте его.

Или вставьте напрямую в n8n → Импорт из JSON:

{ "name": "Automated Invoice Processing System with OCR & AI - AP Automation with Airtable", "nodes": [...], ...}

Интеграции

airtablechainllmgmailgmailtriggerhttprequestinformationextractorlmchatopenailmopenaimergeopenaioutputparserstructuredsetsplitout

Получить этот рабочий процесс

Скачайте и импортируйте одним кликом

Скачать JSONПросмотреть на n8n.io
Узлы18
Сложностьhigh
Триггерtrigger
Просмотры1,326
КатегорияInvoice Processing

Создан

Milan Vasarhelyi - SmoothWork

Milan Vasarhelyi - SmoothWork

@vasarmilan

Теги

airtablechainllmgmailgmailtriggerhttprequestinformationextractorlmchatopenailmopenaimergeopenai

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Automate Custom QuickBooks Invoice PDFs & Email with n8n

Standard accounting templates often fail to reflect a premium brand identity. This sophisticated n8n workflow bridges the gap between financial record-keeping and professional client presentation. By moving beyond the native limitations of QuickBooks Online, this automation enables businesses to generate high-end, multi-page PDF invoices that align perfectly with their corporate styling. The process begins the moment a new invoice is generated in QuickBooks, triggering a webhook that captures real-time billing data. The workflow then utilizes advanced HTML-to-File conversion and custom Code nodes to structure data into a polished, branded layout. It handles complex logic such as line-item merging and multi-page formatting automatically. Once the document is rendered, the system bypasses generic 'no-reply' senders by routing the finalized PDF through your preferred email provider. This ensures a seamless, white-labeled experience for your clients while eliminating the manual overhead of exporting, styling, and attaching files. Ideal for agencies and service providers, this flow guarantees that your most frequent touchpoint—the bill—is as professional as your work. **Common Use Cases:** - High-end creative agencies requiring bespoke, white-labeled billing documents for premium clients. - Automated recurring subscription billing where custom tax disclosures or localized branding are required. - Service-based businesses needing to attach dynamic project reports or terms of service directly to QuickBooks invoices.

🔗 Webhook·12 nodes