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

Высокая сложность⚡ Триггер88 узлов🏷️ Invoice Processing👁 6 просмотровот Dmitrij Zykovic

Обзор

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

Использованные узлы

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

Предпросмотр рабочего процесса

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
tooltooltoolmemorytooltoolmodelmodelmodelparser
DownloadInvoice
CheckInvoiceExists
I
IfNewInvoice
OcrExtract
I
IfOcrSuccess
GetBudgets
Gpt4oCategorizer
SaveInvoice
GetSummary
SaveSummary
I
IfNeedsAlert
AlertMessage
RenameFile
SearchMonthFolder
I
IfFolderExists
CreateMonthFolder
MoveToMonth
SuccessLog
ErrorAlert
⚡
B
BudgetTrigger
I
IfFirstRun
SaveAppSettings
NotAuthorizedMessage
B
BudgetInput
Gpt4oBudgetAgent
JsonStorageMcp
Calculator
Think
BudgetMemory
BudgetReply
WelcomeMessage
⚡
W
WeeklyTrigger
GetWeeklySummary
I
IfHasData
CalcWeeklySummary
B
BuildWeeklyMessage
WeeklySummaryMessage
Crypto
W
WorkflowConfig
R
ResultFolder
RenameToReview
DuplicateLog
I
IfNotForReviewOrDuplicate
GetFiles
L
LoopInput
⚡
H
HourlyTrigger
M
Merge
O
OcrOutput
I
InputFile
P
ProcessingInput
S
StorageInput
⚡
M
MonthlyTrigger
MonthlySummaryMessage
I
IfHasMonthlyData1
CalcMonthlySummary
B
BuildMonthlyMessage
W
WorkflowInput
⚡
G
GetMonthlySummaryTrigger
MonthlySummary
GetMonthlySummary
G
GetMonthlySummaryText
CalcSummary
S
SummaryInput
I
IfAuthorized
GetAppConfig2
E
ErrorOutput
⚡
M
ManualResetTrigger
ForEachCategory
DeleteItem
GetAppSettings
GetAppSettings1
GetAppSettings2
I
IfRegistrationExists
I
IfStartMessage
BudgetAgent
I
IfInvalidContent
RenameAsDuplicate
GetAppSettings3
ApproveRemove
I
IfApproved
F
FirstRunOnlyStart
ForEachCategoryItem
I
If
S
SetDefaults
Think1
AICategorizer
StructuredOutputParser
RestartMessage
88 nodes87 edges

Как это работает

  1. 1

    Триггер

    Рабочий процесс запускается триггером триггер.

  2. 2

    Обработка

    Данные проходят через 88 узлов, connecting agent, code, crypto.

  3. 3

    Вывод

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

Детали узлов (88)

HT

HTTP Request

httpRequest

#1
TE

Telegram

telegram

#2
GO

Google Drive

googleDrive

#3
CR

Crypto

crypto

#4
CO

Code

code

#5
AI

AI Agent

n8n-nodes-langchain.agent

#6
SI

Simple Memory

n8n-nodes-langchain.memoryBufferWindow

#7
ST

Structured Output Parser

n8n-nodes-langchain.outputParserStructured

#8
CA

Calculator

n8n-nodes-langchain.toolCalculator

#9
CA

Call n8n Workflow Tool

n8n-nodes-langchain.toolWorkflow

#10
OP

OpenRouter Chat Model

n8n-nodes-langchain.lmChatOpenRouter

#11
TH

Think Tool

n8n-nodes-langchain.toolThink

#12
MC

MCP Client Tool

n8n-nodes-langchain.mcpClientTool

#13

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 track-invoice-spending-vs-budget-from-google-drive-with-gpt-4o-and-telegram-alerts 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": "Track invoice spending vs budget from Google Drive with GPT-4o and Telegram alerts", "nodes": [...], ...}

Интеграции

agentcodecryptoexecuteworkflowexecuteworkflowtriggergoogledrivehttprequestiflmchatopenroutermanualtriggermcpclienttoolmemorybufferwindowmergeoutputparserstructuredscheduletriggersetsplitinbatchestelegramtelegramtriggertoolcalculator

Получить этот рабочий процесс

Скачайте и импортируйте одним кликом

Скачать JSONПросмотреть на n8n.io
Узлы88
Сложностьhigh
Триггерtrigger
Просмотры6
КатегорияInvoice Processing

Создан

Dmitrij Zykovic

Dmitrij Zykovic

@dmitrijz

Теги

agentcodecryptoexecuteworkflowexecuteworkflowtriggergoogledrivehttprequestiflmchatopenroutermanualtrigger
⚡

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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