Parse Incoming Invoices From Outlook using AI Document Understanding — рабочий процесс n8n

Высокая сложность⏰ По расписанию18 узлов🏷️ Invoice Processing👁 6,511 просмотровот Jimleuk

Обзор

This n8n template monitors an Outlook mailbox for invoices, automatically parses/extracts data from them and then uploads the output to an Excel Workbook.

One of my top workflow requests, this template can save many hours of manual labour for you or your finance/accounts team.

How it works A scheduled trigger is set to fetch recent Outlook messages to the Accounts receivable mailbox. Each message is analysed to determine whether or not it from a supplier and is issuing/contains an invoice. For

Использованные узлы

HTTP RequestMicrosoft Excel 365Microsoft OutlookCodeGoogle Gemini Chat ModelText Classifier

Предпросмотр рабочего процесса

2. Classify If Attachment is Invoice
Learn more about the Outlook node
For each qualifying message, we will ne
3. Extract Invoice Details
Learn more about the HTTP Request node
With our invoice PDFs ready to go, we'll again
1. Check for Invoice Emails
Learn more about the text classifier node
The Outlook node fet
4. Upload to Excel Workbook
Read more about the Excel node
Finally to capture the data, we can map these to an
Try it out
This n8n template monitors an Outlook mailbox for invoi
One of my top workflow req
Where Next? It's Up to You!
This template is deliberately cut short to demonstrate
model
Split Attachments
Download Attachments
P
Parse Output
F
For Each Message
M
Message Ref
Message Classifier
E
Extract from File
M
Markdown
E
Empty Response
W
Wait
F
Filter Invoices
H
Has Invoice?
⚡
S
Schedule Trigger
Get Recent Messages
Model
Microsoft Excel 365
Invoice Classifier With …
File-Based OCR with Gemi…
18 nodes20 edges

Как это работает

  1. 1

    Триггер

    Рабочий процесс запускается триггером по расписанию, выполняясь по заданному расписанию.

  2. 2

    Обработка

    Данные проходят через 18 узлов, connecting code, extractfromfile, filter.

  3. 3

    Вывод

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

Детали узлов (18)

HT

HTTP Request

httpRequest

#1
MI

Microsoft Excel 365

microsoftExcel

#2
MI

Microsoft Outlook

microsoftOutlook

#3
CO

Code

code

#4
GO

Google Gemini Chat Model

n8n-nodes-langchain.lmChatGoogleGemini

#5
TE

Text Classifier

n8n-nodes-langchain.textClassifier

#6

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 parse-incoming-invoices-from-outlook-using-ai-document-understanding 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": "Parse Incoming Invoices From Outlook using AI Document Understanding", "nodes": [...], ...}

Интеграции

codeextractfromfilefilterhttprequestiflmchatgooglegeminimarkdownmicrosoftexcelmicrosoftoutlookscheduletriggersetsplitinbatchestextclassifierwait

Получить этот рабочий процесс

Скачайте и импортируйте одним кликом

Скачать JSONПросмотреть на n8n.io
Узлы18
Сложностьhigh
Триггерscheduled
Просмотры6,511
КатегорияInvoice Processing

Создан

Jimleuk

Jimleuk

@jimleuk

Теги

codeextractfromfilefilterhttprequestiflmchatgooglegeminimarkdownmicrosoftexcelmicrosoftoutlookscheduletrigger
⚡

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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