Rechnungen und Belege mit Gmail, OpenAI und Google Drive extrahieren und kategorisieren

Experte

Dies ist ein Finance, AI, IT Ops-Bereich Automatisierungsworkflow mit 20 Nodes. Hauptsächlich werden If, Set, Code, Gmail, Merge und andere Nodes verwendet, kombiniert mit KI-Technologie für intelligente Automatisierung. Rechnungen und Quittungen aus Gmail extrahieren und klassifizieren mit OpenAI und Google Drive

Voraussetzungen
  • Google-Konto + Gmail API-Anmeldedaten
  • HTTP Webhook-Endpunkt (wird von n8n automatisch generiert)
  • Google Drive API-Anmeldedaten
  • OpenAI API Key
Workflow-Vorschau
Visualisierung der Node-Verbindungen, mit Zoom und Pan
Workflow exportieren
Kopieren Sie die folgende JSON-Konfiguration und importieren Sie sie in n8n
{
  "meta": {
    "instanceId": "d1b60f1865ef6504ee3af5be4ef9a7387762b4132615a52de808456d52e8d336",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "c84f3a9a-66b3-4a09-b06a-9b399ea574b8",
      "name": "OpenAI",
      "type": "@n8n/n8n-nodes-langchain.openAi",
      "position": [
        420,
        -240
      ],
      "parameters": {
        "modelId": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1-mini",
          "cachedResultName": "GPT-4.1-MINI"
        },
        "options": {},
        "messages": {
          "values": [
            {
              "content": "=Does this PDF file look like a {{ $(\"Configure\").first().json[\"Match on\"] }}? Return \"true\" if it is a {{ $(\"Configure\").first().json[\"Match on\"] }} and \"false\" if not. Only reply with lowercase letters \"true\" or \"false\".\n\nThis is the PDF filename:\n```\n{{ $binary.data.fileName }}\n```\n\nThis is the PDF text content:\n```\n{{ $json.text }}\n```"
            }
          ]
        }
      },
      "credentials": {
        "openAiApi": {
          "id": "prYAbsQvWl1pPbdL",
          "name": "OpenAi account"
        }
      },
      "typeVersion": 1.8
    },
    {
      "id": "ea1fbc5b-1859-4d65-8401-30baa95fcc52",
      "name": "Konfigurieren",
      "type": "n8n-nodes-base.set",
      "position": [
        -700,
        0
      ],
      "parameters": {
        "values": {
          "number": [
            {
              "name": "maxTokenSize",
              "value": 8000
            },
            {
              "name": "replyTokenSize",
              "value": 50
            }
          ],
          "string": [
            {
              "name": "Match on",
              "value": "receipt or invoice that can be considered a software engineering business cost"
            },
            {
              "name": "Google Drive folder to upload matched PDFs",
              "value": "https://drive.google.com/drive/folders/[put_folder_id_here]"
            },
            {
              "name": "sendInvoicesTo"
            }
          ],
          "boolean": [
            {
              "name": "sendEmail",
              "value": "={{ $('Webhook').item.json.body.sendEmail === \"true\" }}"
            }
          ]
        },
        "options": {}
      },
      "typeVersion": 1
    },
    {
      "id": "3ee63612-c1e7-40e6-a38f-f77f5ee3efa4",
      "name": "E-Mail-Anhänge durchlaufen",
      "type": "n8n-nodes-base.code",
      "position": [
        -200,
        0
      ],
      "parameters": {
        "jsCode": "// https://community.n8n.io/t/iterating-over-email-attachments/13588/3\nlet results = [];\n\nfor (const item of $input.all()) {\n  console.log(item);\n  for (const key of Object.keys(item.binary)) {\n    results.push({\n        json: {},\n        binary: {\n            data: item.binary[key],\n        }\n    });\n  }\n}\n\nreturn results;"
      },
      "typeVersion": 1
    },
    {
      "id": "3e638471-c1c5-4bab-aa2a-12a1777225ec",
      "name": "Kein PDF",
      "type": "n8n-nodes-base.noOp",
      "position": [
        120,
        80
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "b5af902b-2d59-49ee-b6d8-e387c59b89fd",
      "name": "Liegt Text im Token-Limit?",
      "type": "n8n-nodes-base.if",
      "position": [
        300,
        -100
      ],
      "parameters": {
        "conditions": {
          "boolean": [
            {
              "value1": "={{ $json.text.length() / 4 <= $('Configure').first().json.maxTokenSize - $('Configure').first().json.replyTokenSize }}",
              "value2": true
            }
          ]
        }
      },
      "typeVersion": 1
    },
    {
      "id": "a0a8895c-ef8b-44e7-9294-1bcf629d0973",
      "name": "Zusammenführen",
      "type": "n8n-nodes-base.merge",
      "position": [
        720,
        -120
      ],
      "parameters": {
        "mode": "combine",
        "options": {
          "clashHandling": {
            "values": {
              "resolveClash": "preferInput1"
            }
          }
        },
        "combinationMode": "mergeByPosition"
      },
      "typeVersion": 2
    },
    {
      "id": "7565118a-6d44-4583-a19f-cb4177378d33",
      "name": "Wurde gematcht?",
      "type": "n8n-nodes-base.if",
      "position": [
        880,
        -120
      ],
      "parameters": {
        "conditions": {
          "string": [
            {
              "value1": "={{ $json.message.content }}",
              "value2": "true"
            }
          ]
        }
      },
      "typeVersion": 1
    },
    {
      "id": "074ffb7a-f83e-44b8-84fe-7b85f7245bb0",
      "name": "Datei in Ordner hochladen",
      "type": "n8n-nodes-base.googleDrive",
      "position": [
        1100,
        -140
      ],
      "parameters": {
        "name": "={{ $binary.data.fileName }}",
        "options": {},
        "parents": [
          "={{ $('Create folder').first().json.id }}"
        ],
        "binaryData": true
      },
      "credentials": {
        "googleDriveOAuth2Api": {
          "id": "xXHySx4T77sDdTqY",
          "name": "Google Drive account"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "7681eb62-ba86-4c89-9b88-3ce6fc438bd4",
      "name": "Webhook",
      "type": "n8n-nodes-base.webhook",
      "position": [
        -1080,
        0
      ],
      "webhookId": "cded3af3-31df-47c2-a826-ff84eb4a41df",
      "parameters": {
        "path": "cded3af3-31df-47c2-a826-ff84eb4a41df",
        "options": {},
        "httpMethod": "POST",
        "responseMode": "responseNode",
        "authentication": "headerAuth"
      },
      "credentials": {
        "httpHeaderAuth": {
          "id": "90SsOYPPIe3Qv5Rq",
          "name": "Header Auth account"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "aab3d940-55c2-40d3-917a-83412d4e378d",
      "name": "Auf Webhook antworten",
      "type": "n8n-nodes-base.respondToWebhook",
      "position": [
        -720,
        -240
      ],
      "parameters": {
        "options": {
          "responseCode": 202
        },
        "respondWith": "json",
        "responseBody": "={\n  \"status\": \"Accepted\",\n  \"driveFolderUrl\": \"{{ \"https://drive.google.com/drive/folders/\" + $json.id }}\"\n}"
      },
      "typeVersion": 1.1
    },
    {
      "id": "29a4122f-0112-4157-a50d-0a6cf83ab7fd",
      "name": "Ordner erstellen",
      "type": "n8n-nodes-base.googleDrive",
      "position": [
        -920,
        0
      ],
      "parameters": {
        "name": "={{ \"invoices_\" + $json.body.startDate.split('T')[0] }}",
        "driveId": {
          "__rl": true,
          "mode": "list",
          "value": "My Drive"
        },
        "options": {},
        "folderId": {
          "__rl": true,
          "mode": "list",
          "value": "root",
          "cachedResultName": "/ (Root folder)"
        },
        "resource": "folder"
      },
      "credentials": {
        "googleDriveOAuth2Api": {
          "id": "xXHySx4T77sDdTqY",
          "name": "Google Drive account"
        }
      },
      "typeVersion": 3
    },
    {
      "id": "df86428f-7e63-4fd9-944c-f48af72af495",
      "name": "Anhänge aggregieren",
      "type": "n8n-nodes-base.code",
      "position": [
        1200,
        -340
      ],
      "parameters": {
        "jsCode": "// \"items\" is the array coming from the previous node (14 items)\nconst merged = { json: {}, binary: {} };\n\nfor (const item of $input.all()) {\n  const data = {\n    [item.binary.data.fileName]: item.binary.data\n  };\n  Object.assign(merged.binary, data); // copy every file property\n}\n\nreturn [merged];     // one single item goes out"
      },
      "typeVersion": 2
    },
    {
      "id": "72a21bfa-6e3b-421a-a4ca-dea9e09a5b0b",
      "name": "E-Mail mit Rechnungen senden?",
      "type": "n8n-nodes-base.if",
      "position": [
        1000,
        -320
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "63caf3d8-39bd-4300-aa7e-8c0ecfc87576",
              "operator": {
                "type": "boolean",
                "operation": "true",
                "singleValue": true
              },
              "leftValue": "={{ $('Configure').first().json.sendEmail }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "bb038635-eb69-447b-a85b-e9c3caebfe3a",
      "name": "An meinen Buchhalter senden",
      "type": "n8n-nodes-base.gmail",
      "position": [
        1360,
        -280
      ],
      "webhookId": "3ea4dac1-58fe-4d0e-811b-065ecaef77df",
      "parameters": {
        "sendTo": "test@example.com",
        "message": "Hello, here are my invoices and receipts.",
        "options": {
          "attachmentsUi": {
            "attachmentsBinary": [
              {
                "property": "={{ Object.keys($binary).join(',') }}"
              }
            ]
          }
        },
        "subject": "={{ \n  (() => {\n    const startDate = $node['Webhook'].json.body.startDate.split('T')[0];\n    const endDate = $node['Webhook'].json.body.endDate.split('T')[0];\n    return `Dokumenty kosztowe za okres od ${startDate} do ${endDate}`;\n  })() \n}}",
        "emailType": "text"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "PPgHF95PrpAMBlbG",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "7b2e5c6c-0a95-4347-97a9-c9ffbc0e3af2",
      "name": "E-Mails mit Anhängen abrufen",
      "type": "n8n-nodes-base.gmail",
      "position": [
        -500,
        0
      ],
      "webhookId": "6e2ca9f7-6d22-4d94-86bc-8a299bc8e752",
      "parameters": {
        "simple": false,
        "filters": {
          "q": "has:attachment",
          "sender": "",
          "receivedAfter": "={{ $('Webhook').item.json.body.startDate }}",
          "receivedBefore": "={{ $('Webhook').item.json.body.endDate }}"
        },
        "options": {
          "downloadAttachments": true,
          "dataPropertyAttachmentsPrefixName": "attachment_"
        },
        "operation": "getAll",
        "returnAll": true
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "PPgHF95PrpAMBlbG",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "6d5b2c1b-657d-44bf-980d-fd428fd8d832",
      "name": "PDF-E-Mail-Anhänge lesen",
      "type": "n8n-nodes-base.readPDF",
      "onError": "continueErrorOutput",
      "position": [
        120,
        -80
      ],
      "parameters": {},
      "notesInFlow": false,
      "typeVersion": 1
    },
    {
      "id": "3166f45c-306f-483a-b2c6-6768abc916a0",
      "name": "Ist Anhang ein PDF?",
      "type": "n8n-nodes-base.if",
      "position": [
        -40,
        0
      ],
      "parameters": {
        "conditions": {
          "string": [
            {
              "value1": "={{ $binary.data.fileExtension }}",
              "value2": "pdf"
            }
          ]
        }
      },
      "typeVersion": 1
    },
    {
      "id": "866b286a-7b9b-4506-aa6b-d2049b249991",
      "name": "Optionaler Filter für E-Mails",
      "type": "n8n-nodes-base.filter",
      "position": [
        -360,
        0
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "687c4cd0-ada5-4dc1-8707-1a9c3b551251",
              "operator": {
                "type": "string",
                "operation": "notEquals"
              },
              "leftValue": "={{ $json.to.value[0].address }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "56133dba-bc93-4f65-be42-995164a45c03",
      "name": "Haftnotiz",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1600,
        -340
      ],
      "parameters": {
        "width": 440,
        "height": 880,
        "content": "## Gmail PDF Invoice/Receipt Classifier & Google Drive Uploader (via n8n & OpenAI)\n\n_**DISCLAIMER**: AI classification isn't perfect. Always double-check that the correct documents were identified and uploaded._\n\nThis n8n workflow, triggered via a webhook, scans your Gmail for emails within a specified date range, extracts PDF attachments, and uses OpenAI to determine if each PDF matches a defined category (defaulting to \"receipt or invoice\"). Matched PDFs are then uploaded to a uniquely named Google Drive folder based on the date range. You can customize the classification term (e.g., change \"receipt or invoice\" to \"contract\") and optionally have the workflow email the collected PDFs to a specified address.\n\n### How it works\n1.  Triggers via a `Webhook` receiving a start date, end date, and an optional flag to send an email.\n2.  Creates a dated folder in `Google Drive` (e.g., `invoices_YYYY-MM-DD_YYYY-MM-DD`).\n3.  Fetches emails with attachments from `Gmail` within the specified date range.\n4.  Iterates through each attachment, filtering specifically for `PDF` files.\n5.  Extracts text from each PDF (skipping if the text exceeds token limits set in the `Configure` node).\n6.  Uses the `OpenAI` node to ask if the PDF content and filename look like the item defined in the `Configure` node's \"Match on\" field (e.g., \"receipt or invoice\").\n7.  If OpenAI responds with \"true\", the original `PDF` file is uploaded to the `Google Drive` folder created in step 2.\n8.  If the initial webhook request included the flag to send an email, it aggregates all successfully matched PDFs and sends them via `Gmail` to the address specified in the `Configure` node.\n\nWorkflow written by [Tom](https://browsewiz.com)\n"
      },
      "typeVersion": 1
    },
    {
      "id": "aa5d8126-e2ec-4476-886d-c46379f1c6e2",
      "name": "Haftnotiz1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -780,
        -40
      ],
      "parameters": {
        "width": 260,
        "height": 1000,
        "content": "## Parameters\n\n\n\n\n\n\n\n\n\n* **`maxTokenSize`** (Number)\n    *   **Limits PDF text length** (estimated input tokens) sent to OpenAI for classification. Prevents errors/high costs on long documents.\n    *   *Default: 8000*\n\n*   **`replyTokenSize`** (Number)\n    *   **Reserves tokens for OpenAI's reply** ('true'/'false'). Ensures total tokens stay within limits.\n    *   *Default: 50*\n\n*   **`Match on`** (String)\n    *   **The keyword/phrase OpenAI uses** to identify the desired document type (e.g., \"receipt or invoice\", \"contract\"). Defines what you're searching for.\n    *   *Default: \"receipt or invoice\"*\n\n*   **`sendInvoicesTo`** (String)\n    *   **Recipient email address** for the final collection of matched PDFs. Used only if `sendEmail` is true.\n    *   *Example: \"accounting@example.com\"*\n\n*   **`sendEmail`** (Boolean)\n    *   **Turns the final email step on (`true`) or off (`false`)**. Set via the initial webhook trigger. If false, files are only uploaded to Drive.\n    *   *Example: `true` or `false`*"
      },
      "typeVersion": 1
    }
  ],
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}
Häufig gestellte Fragen

Wie verwende ich diesen Workflow?

Kopieren Sie den obigen JSON-Code, erstellen Sie einen neuen Workflow in Ihrer n8n-Instanz und wählen Sie "Aus JSON importieren". Fügen Sie die Konfiguration ein und passen Sie die Anmeldedaten nach Bedarf an.

Für welche Szenarien ist dieser Workflow geeignet?

Experte - Finanzen, Künstliche Intelligenz, IT-Betrieb

Ist es kostenpflichtig?

Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.

Workflow-Informationen
Schwierigkeitsgrad
Experte
Anzahl der Nodes20
Kategorie3
Node-Typen13
Schwierigkeitsbeschreibung

Für fortgeschrittene Benutzer, komplexe Workflows mit 16+ Nodes

Autor

Software Engineer and Architect for well over 10 years. Chromium project expert. Full Stack beast. Workflow automation enthusiast. Founder of BrowseWiz: in-browser AI assistant and AI agent platform with human in-the-loop.

Externe Links
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Kategorien

Kategorien: 34