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n8n templateFreeBy Automate With Marc

PDF invoice data extraction & tracking with Google Drive, Claude AI & Telegram

šŸ“„ Invoice Intake & Notification Workflow This automated n8n workflow monitors a Google Drive folder for newly uploaded invoice PDFs, extracts essential information (like client name, invoice number, amount, due date)...

Data & StorageProductivityCommunicationHITLAILangchainCore NodesExtract From File
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šŸ“„ Invoice Intake & Notification Workflow

This automated n8n workflow monitors a Google Drive folder for newly uploaded invoice PDFs, extracts essential information (like client name, invoice number, amount, due date), logs the data into a Google Sheet for recordkeeping, and sends a formatted Telegram message to notify the billing team.

For step-by-step video build of workflows like this: https://www.youtube.com/@automatewithmarc

āœ… What This Workflow Does šŸ•µļø Watches a Google Drive folder for new invoice files šŸ“„ Extracts data from PDF invoices using AI (LangChain Information Extractor) šŸ“Š Appends extracted data into a structured Google Sheet šŸ’¬ Notifies the billing team via Telegram with invoice details šŸ¤– Optionally uses Claude Sonnet AI model to format human-friendly summaries

āš™ļø How It Works – Step-by-Step Trigger: Workflow starts when a new PDF invoice is added to a specific Google Drive folder.

Download & Parse: The file is downloaded and its content extracted.

Data Extraction: AI-powered extractor pulls invoice details (invoice number, client, date, amount, etc.).

Log to Google Sheets: All extracted data is appended to a predefined Google Sheet.