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n8n templateFreeBy Daniel Rosehill

Expense organizer with Google Drive routing and Gemini AI entity detection

Who's it for This workflow is perfect for individuals, small businesses, or households who need to: - Automatically process and categorize expense receipts - Extract structured data from invoices and receipts using AI...

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Who's it for

This workflow is perfect for individuals, small businesses, or households who need to: - Automatically process and categorize expense receipts - Extract structured data from invoices and receipts using AI - Store receipts in multiple locations (Google Drive and S3) - Send automated email notifications with expense details - Send documents to accounting systems via email hooks

How it works

This comprehensive expense processing workflow combines AI-powered document analysis with automated file management and notifications. Here's the complete flow:

1. Form Submission: Users submit expenses through a web form with receipt upload and category selection (Personal, Business, or Shared/Home)

2. AI Document Processing: The workflow extracts text from PDF receipts using OCR, then uses Google Gemini AI to parse and structure the data into a standardized JSON format including vendor details, amounts, dates, and categorization

3. Smart Routing: Based on the expense category, receipts are automatically routed to different processing paths with category-specific folder organization

4. Multi-Destination Storage: Receipts are uploaded to: - Google Drive (organized by year/month folders) - S3 cloud storage buckets - Different destinations based on expense type