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Библиотека / Финансы, счета и бухгалтерия

Финансы, счета и бухгалтерия

Извлечение данных счетов из Gmail в Sheets с GPT-4o

Когда приходит новое письмо Gmail с вложенным счётом, агент OpenAI GPT-4o извлекает данные в новую таблицу Google Sheets, сохраняемую в папке со счетами.

Что делает

AI Invoice Processor Agent: Email to Structured Data Automatically extract, analyze, and organize invoice data from Gmail attachments into structured Google Sheets. Perfect for: ✅ Accountants & bookkeepers — eliminate manual data entry from invoices ✅ Small businesses — streamline invoice processing and tracking ✅ Finance teams — automate accounts payable workflows ⚙️ What's Used n8n Nodes: Gmail Trigger → File Extraction → AI Agent → OpenAI Chat Model → Google Sheets → Google Drive External Tools: Gmail API – Monitor specific labeled emails with attachments PDF Extraction – Convert invoice PDFs to readable text OpenAI GPT-4 – Intelligent invoice data extraction and structuring Google Sheets – Create organized spreadsheets with invoice details Google Drive – Automatically organize files in invoice folders 🔑 Setup – Credentials Needed Gmail OAuth2 → Access emails and download attachments OpenAI API Key → For AI-powered invoice data extraction Google Sheets OAuth2 → Create and populate spreadsheets Google Drive OAuth2 → Organize files in designated folders 📧 Gmail Setup Required Create a Gmail label (e.g., "Invoice Processing") and apply it to emails containing invoice attachments. The workflow will monitor this label for new emails every minute. 🚀 Workflow Steps Email Monitoring Continuously watches Gmail for new emails with specific labels and attachments Attachment Verification Filters emails to ensure they contain PDF attachments before processing Data Extraction Converts PDF invoices to text and extracts readable content AI-Powered Analysis GPT processes invoice text and extracts structured data including: Company details and contact information Invoice numbers, dates, and due dates Line items with quantities, rates, and amounts Tax calculations (CGST, SGST, VAT) Payment terms and billing addresses Spreadsheet Creation Creates timestamped Google Sheets with organized invoice data File Organization Moves processed spreadsheets to designated Drive folders for easy access 📊 Extracted Data Fields The AI identifies and organizes 25+ invoice elements: Header Info: Billed to, invoice number, dates Line Items: Description, quantity, rate, amount Tax Details: CGST/SGST rates and amounts Company Info: Name, contact details, GST numbers Payment Info: Transaction IDs, payment methods Addresses: Billing, shipping, delivery locations 💡 Pro Tips Use clear Gmail labels f

Шаги

  1. Gmail Trigger
  2. Create blank spreadsheet
  3. Move spreadsheet in invoice folder
  4. OpenAI Chat Model
  5. Attachment Verification
  6. Extract Invoice data
  7. Preparing Final data
  8. Final Spreadsheet with Invoice data
  9. Invoice AI Agent

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