KI-gestützte Extraktion von Rechnungsdaten aus E-Mail-PDFs
Dies ist ein Finance, AI-Bereich Automatisierungsworkflow mit 27 Nodes. Hauptsächlich werden Set, Gmail, Merge, Airtable, SplitOut und andere Nodes verwendet, kombiniert mit KI-Technologie für intelligente Automatisierung. KI-basierte Extraktion von Rechnungsdaten aus PDF-Anhängen in E-Mails zu Airtable, integriert mit GPT-4o
- •Google-Konto + Gmail API-Anmeldedaten
- •Airtable API Key
- •Möglicherweise sind Ziel-API-Anmeldedaten erforderlich
- •OpenAI API Key
Verwendete Nodes (27)
Kategorie
{
"meta": {
"instanceId": "c8c9ba5d3eb26ae47a06d24ff164a01c0d73ed4753a74903c2bb609d434a0f6b",
"templateId": "2320",
"templateCredsSetupCompleted": true
},
"nodes": [
{
"id": "7076854e-c7e8-45b5-9e5e-16678bffa254",
"name": "OpenAI Model",
"type": "@n8n/n8n-nodes-langchain.lmOpenAi",
"position": [
1120,
1460
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4o",
"cachedResultName": "gpt-4o"
},
"options": {
"temperature": 0
}
},
"credentials": {
"openAiApi": {
"id": "IscXryYQZrfSUSkH",
"name": "OpenAi account"
}
},
"typeVersion": 1
},
{
"id": "00819f1c-2c60-4b7c-b395-445ec05fd898",
"name": "Structured Output Parser",
"type": "@n8n/n8n-nodes-langchain.outputParserStructured",
"position": [
1300,
1460
],
"parameters": {
"jsonSchema": "{\n \"Invoice Date\": { \"type\": \"string\", \"format\": \"date\" },\n\"Due Date\": { \"type\": \"string\", \"format\": \"date\" },\n \"Invoice Number\": { \"type\": \"string\" },\n \"Vendor Name\": { \"type\": \"string\" },\n \"Vendor Tax ID\": { \"type\": \"string\" },\n \"Product Name\": { \"type\": \"string\" },\n \"Price without Tax\": { \"type\": \"number\" },\n \"Price with Tax\": { \"type\": \"number\" }\n}"
},
"typeVersion": 1.1
},
{
"id": "1acf2c60-c2b9-4f78-94a4-0711c8bd71ab",
"name": "Haftnotiz5",
"type": "n8n-nodes-base.stickyNote",
"position": [
-200,
180
],
"parameters": {
"color": 4,
"width": 760,
"height": 533,
"content": "# Invoice Processing Automation\n\n### This template is the automation behind a simple incoming invoice automation tool (AP automation) tool built in Airtable.\n\n### Follow the instructions below to get all parts working!\n\n## Video walkthrough and demo: https://www.youtube.com/watch?v=rfu4MSvtpAw\n\n## To get a similar business tool tailored to your processes, book a call with us: https://automable.ai/book-a-call/, or write to me at: vasarmilan@gmail.com\n\n# **Step by step setup instructions below: ⬇️⬇️**"
},
"typeVersion": 1
},
{
"id": "5f9b507f-4dc1-4853-bf71-a64f2f4b55c1",
"name": "Map Output",
"type": "n8n-nodes-base.set",
"position": [
1460,
1300
],
"parameters": {
"mode": "raw",
"options": {},
"jsonOutput": "={{ $json.output }}"
},
"typeVersion": 3.3
},
{
"id": "d22744cd-151d-4b92-b4f2-4a5b9ceb4ee7",
"name": "Apply Data Extraction Rules",
"type": "@n8n/n8n-nodes-langchain.chainLlm",
"position": [
1120,
1300
],
"parameters": {
"text": "=Given the following invoice in the <invoice> xml tags, extract the following information as listed below.\n\nIf you cannot the information for a specific item, then leave blank and skip to the next. Do **not come up with example or hallucinated information in any case!**\n\nInvoice Date format: YYYY/MM/DD\n\n{\n \"Invoice Date\": { \"type\": \"string\", \"format\": \"date\" },\n \"Due Date\": { \"type\": \"string\", \"format\": \"date\" },\n \"Invoice Number\": { \"type\": \"string\" },\n \"Vendor Name\": { \"type\": \"string\" },\n \"Vendor Tax ID\": { \"type\": \"string\" },\n \"Product Name\": { \"type\": \"string\" },\n \"Price without Tax\": { \"type\": \"number\" },\n \"Price with Tax\": { \"type\": \"number\" }\n}\n\nIf no tax displayed, price with and without should be the same!\n\n<invoice>{{ $json.choices[0].message.content }}</invoice>",
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 1.4
},
{
"id": "31b27190-bf01-4d2a-82ad-621e89bfbf6f",
"name": "Gmail1",
"type": "n8n-nodes-base.gmail",
"position": [
960,
600
],
"webhookId": "3561fdfa-c7bd-4d8b-a4c8-66da23965cc2",
"parameters": {
"simple": false,
"filters": {
"q": "in:inbox has:attachment invoice -label:invoice_checked "
},
"options": {
"downloadAttachments": true
},
"operation": "getAll"
},
"credentials": {
"gmailOAuth2": {
"id": "E3alb5H7xlfxfBur",
"name": "Automable Demo Gmail"
}
},
"typeVersion": 2.1
},
{
"id": "955fd212-11f7-4b2d-8e5c-a297509cbf08",
"name": "Haftnotiz1",
"type": "n8n-nodes-base.stickyNote",
"position": [
900,
440
],
"parameters": {
"width": 230,
"height": 280,
"content": "Gets all messages that:\n1) Have an attachment\n2) Do not have the label invoice_checked\n3) Text matches invoice"
},
"typeVersion": 1
},
{
"id": "712495a2-0c3d-452b-bd10-b19f6bea2178",
"name": "Get all img_url",
"type": "n8n-nodes-base.set",
"position": [
1760,
600
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "7715e33a-c5cc-4a22-aa28-ac19a24bbd7c",
"name": "url",
"type": "string",
"value": "={{ $json.Url }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "caa879e0-54c5-40c8-83b2-b59b1b74af67",
"name": "Analyze image",
"type": "@n8n/n8n-nodes-langchain.openAi",
"position": [
800,
1300
],
"parameters": {
"text": "You can see the image of an invoice.\n\nExtract the following information as listed below.\n\nIn any way, extract everything from the image.\n\nIf you cannot the information for a specific item, then leave blank and skip to the next. Do **not come up with example or hallucinated information in any case!**\n\nInvoice date\nInvoice Due Date\n-- comment: sometimes instead of an explicit date it would have \"immediate\" payment, then it's the same as date; or eg. \"30 days from receipt\" in which case it's date + 30 days etc.)\ninvoice number\nSupplier name\nSupplier Tax ID\nName of Product or Service (if there are multiple, make it a general name, such as \"marketing services\" or \"computer parts and accessories\")\nPrice without Tax\nPrice with Tax (total price)\nIf no tax displayed, price with and without should be the same!\n\nRespond in a nice structured, easy to read format.\n",
"modelId": {
"__rl": true,
"mode": "list",
"value": "gpt-4o",
"cachedResultName": "GPT-4O"
},
"options": {},
"resource": "image",
"simplify": false,
"imageUrls": "={{ $('Get image data').item.json.Url }}",
"operation": "analyze"
},
"credentials": {
"openAiApi": {
"id": "IscXryYQZrfSUSkH",
"name": "OpenAi account"
}
},
"typeVersion": 1.8
},
{
"id": "b0052237-4129-460f-ae38-69680760c78b",
"name": "Get image data",
"type": "n8n-nodes-base.splitOut",
"position": [
1500,
600
],
"parameters": {
"options": {},
"fieldToSplitOut": "Files"
},
"typeVersion": 1
},
{
"id": "f7752ed2-5497-42a9-ab41-4fcee7faf52a",
"name": "PDF -> JPG - ConvertAPI",
"type": "n8n-nodes-base.httpRequest",
"position": [
1260,
600
],
"parameters": {
"url": "https://v2.convertapi.com/convert/pdf/to/jpg",
"method": "POST",
"options": {},
"sendBody": true,
"contentType": "multipart-form-data",
"sendHeaders": true,
"authentication": "genericCredentialType",
"bodyParameters": {
"parameters": [
{
"name": "StoreFile",
"value": "true"
},
{
"name": "ImageOutputFormat",
"value": "jpg"
},
{
"name": "File",
"parameterType": "formBinaryData",
"inputDataFieldName": "attachment_0"
}
]
},
"genericAuthType": "httpHeaderAuth",
"headerParameters": {
"parameters": [
{}
]
}
},
"credentials": {
"httpHeaderAuth": {
"id": "sRBpsZNt4u2787GP",
"name": "ConvertAPI Auth"
}
},
"retryOnFail": true,
"typeVersion": 4.2,
"waitBetweenTries": 5000
},
{
"id": "0625e6f0-d8ed-469e-a551-e82225a97144",
"name": "Get list of vendors",
"type": "n8n-nodes-base.airtable",
"position": [
1160,
900
],
"parameters": {
"base": {
"__rl": true,
"mode": "list",
"value": "appFMuGzhsUxbFKUh",
"cachedResultUrl": "https://airtable.com/appFMuGzhsUxbFKUh",
"cachedResultName": "Invoice Processing"
},
"table": {
"__rl": true,
"mode": "list",
"value": "tblDSjYz7MBFPh0PR",
"cachedResultUrl": "https://airtable.com/appFMuGzhsUxbFKUh/tblDSjYz7MBFPh0PR",
"cachedResultName": "Vendors"
},
"options": {},
"operation": "search"
},
"credentials": {
"airtableTokenApi": {
"id": "lkxZWCd27TyEahCT",
"name": "Airtable Personal Access Token account"
}
},
"typeVersion": 2.1
},
{
"id": "6d808c56-0449-43c8-afdb-2097a240ef87",
"name": "Zusammenführen",
"type": "n8n-nodes-base.merge",
"position": [
1620,
880
],
"parameters": {
"mode": "combine",
"options": {},
"combineBy": "combineAll"
},
"typeVersion": 3.1
},
{
"id": "c7d36fae-d497-4ed2-be0f-2b2a699fb9f6",
"name": "Edit Fields",
"type": "n8n-nodes-base.set",
"position": [
1360,
900
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "d8a97fc9-0ca8-4a27-a305-107409755d78",
"name": "vendors",
"type": "array",
"value": "={{ $input.all().map(({ json: { id, Name } }) => ({ id, Name })) }}"
}
]
}
},
"executeOnce": true,
"typeVersion": 3.4
},
{
"id": "69fbdb0d-8eff-4de2-bb9c-8261ebe7f67a",
"name": "Informationsextraktor",
"type": "@n8n/n8n-nodes-langchain.informationExtractor",
"position": [
1840,
1400
],
"parameters": {
"text": "=List of vendors:\n{{ JSON.stringify($json.vendors) }}\n\nVendor info from the invoice:\nVendor name: {{ $json['Vendor Name'] }}\nVendor Tax ID: {{ $json['Vendor Tax ID'] }}\n\nRespond **only** with the ",
"options": {
"systemPromptTemplate": "You are an expert extraction algorithm.\nOnly extract relevant information from the text.\nIf you do not know the value of an attribute asked to extract, you may omit the attribute's value."
},
"attributes": {
"attributes": [
{
"name": "vendor_id",
"required": true,
"description": "Vendor ID. Or empty string (\"\") if there is no match."
}
]
}
},
"typeVersion": 1
},
{
"id": "134cb237-5500-4575-802a-ae8759104f92",
"name": "OpenAI-Chat-Modell",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
1860,
1580
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4o",
"cachedResultName": "gpt-4o"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "IscXryYQZrfSUSkH",
"name": "OpenAi account"
}
},
"typeVersion": 1.2
},
{
"id": "4b32647c-1521-4279-8223-dbbc1c1eb714",
"name": "Zusammenführen1",
"type": "n8n-nodes-base.merge",
"position": [
2380,
780
],
"parameters": {
"mode": "combine",
"options": {},
"combineBy": "combineByPosition",
"numberInputs": 3
},
"typeVersion": 3.1
},
{
"id": "6ad25f9f-f1e5-4468-9862-b0c93bc9b19d",
"name": "Airtable",
"type": "n8n-nodes-base.airtable",
"position": [
2620,
780
],
"parameters": {
"base": {
"__rl": true,
"mode": "list",
"value": "appFMuGzhsUxbFKUh",
"cachedResultUrl": "https://airtable.com/appFMuGzhsUxbFKUh",
"cachedResultName": "Invoice Processing"
},
"table": {
"__rl": true,
"mode": "list",
"value": "tblc95K9ITUgglNIC",
"cachedResultUrl": "https://airtable.com/appFMuGzhsUxbFKUh/tblc95K9ITUgglNIC",
"cachedResultName": "Invoices"
},
"columns": {
"value": {
"Vendor": "={{[ $json.output.vendor_id ]}}",
"Invoice": "={{ [ { url: $json.url }] }}",
"Due Date": "={{ $json['Due Date'] || null }}",
"Invoice Date": "={{ $json['Invoice Date'] }}",
"Product Name": "={{ $json['Product Name'] }}",
"Invoice Number": "=Invoice {{ $json['Invoice Number'] }}",
"Price with Tax": "={{ $json['Price with Tax'] }}",
"Price without Tax": "={{ $json['Price without Tax'] }}"
},
"schema": [
{
"id": "id",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "id",
"defaultMatch": true
},
{
"id": "Invoice Number",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Invoice Number",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Invoice Date",
"type": "dateTime",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Invoice Date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Due Date",
"type": "dateTime",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Due Date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Product Name",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Product Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Price without Tax",
"type": "number",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Price without Tax",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Price with Tax",
"type": "number",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Price with Tax",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Vendor",
"type": "array",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Vendor",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Vendor Name",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "Vendor Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Invoice",
"type": "array",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Invoice",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Approve",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "Approve",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Status",
"type": "options",
"display": true,
"options": [
{
"name": "New",
"value": "New"
},
{
"name": "Approved",
"value": "Approved"
}
],
"removed": true,
"readOnly": false,
"required": false,
"displayName": "Status",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [
"Invoice Number"
],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {
"typecast": true
},
"operation": "upsert"
},
"credentials": {
"airtableTokenApi": {
"id": "lkxZWCd27TyEahCT",
"name": "Airtable Personal Access Token account"
}
},
"typeVersion": 2.1
},
{
"id": "9e775f8d-4af5-4212-8c65-36e3e5c161f2",
"name": "Gmail-Trigger",
"type": "n8n-nodes-base.gmailTrigger",
"position": [
720,
600
],
"parameters": {
"filters": {},
"pollTimes": {
"item": [
{
"mode": "everyHour"
}
]
}
},
"credentials": {
"gmailOAuth2": {
"id": "duhSaIumY2CifCex",
"name": "Gmail account"
}
},
"typeVersion": 1.2
},
{
"id": "39afb11e-f98a-4d50-b31c-4b1806b6e483",
"name": "Gmail",
"type": "n8n-nodes-base.gmail",
"position": [
2820,
780
],
"webhookId": "9857fdd5-0c41-4b6f-80c2-2dba8dd3a086",
"parameters": {
"labelIds": [
"Label_292293622344874549"
],
"messageId": "={{ $('Gmail1').item.json.id }}",
"operation": "addLabels"
},
"credentials": {
"gmailOAuth2": {
"id": "E3alb5H7xlfxfBur",
"name": "Automable Demo Gmail"
}
},
"typeVersion": 2.1
},
{
"id": "ce68d5b8-1532-459f-b6fe-33f46e3f9186",
"name": "Haftnotiz",
"type": "n8n-nodes-base.stickyNote",
"position": [
-200,
740
],
"parameters": {
"color": 5,
"width": 440,
"height": 460,
"content": "# *1. Set up Airtable*\n\n## 1 - [Register an Airtable account here](https://airtable.partnerlinks.io/xfs4x6q28m4x)\n\n## 2 - Duplicate [this base](https://airtable.com/appFMuGzhsUxbFKUh/shrOP5l52wxZ5IYSI)\n\n## 3 - Follow the [n8n Airtable credential instructions](https://docs.n8n.io/integrations/builtin/credentials/airtable/). PAT is better. Add the credential to the Airtable nodes.\n\n## 4 - Click to both Airtable nodes on the right, and choose the table on the yellow note ➡️➡️"
},
"typeVersion": 1
},
{
"id": "89c5f457-fe92-43d2-b4ca-7cd5624f5cb1",
"name": "Haftnotiz3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-200,
1220
],
"parameters": {
"color": 5,
"width": 440,
"height": 420,
"content": "# 2. Set Up ConvertAPI\n\n## 1 - [Register a ConvertAPI account here](https://convertapi.com?ref=cq5du)\n\n## 2 - Get an API key, and save it somewhere safe\n\n## 3 - Create a Header Auth credential in Credentials, and add it to the \"PDF -> JPG - ConvertAPI\" Node in the automation."
},
"typeVersion": 1
},
{
"id": "896d3cd8-079e-4976-ae6b-61b73cd8c100",
"name": "Haftnotiz4",
"type": "n8n-nodes-base.stickyNote",
"position": [
2560,
680
],
"parameters": {
"height": 100,
"content": "### TODO: Change the Base to the duplicated base, and the table to \"Invoices\""
},
"typeVersion": 1
},
{
"id": "92a526d0-c116-4b1e-9ad2-5c1f45e0a6b8",
"name": "Haftnotiz6",
"type": "n8n-nodes-base.stickyNote",
"position": [
1100,
1040
],
"parameters": {
"height": 100,
"content": "### TODO: Change the Base to the duplicated base, and the table to \"Vendors\""
},
"typeVersion": 1
},
{
"id": "f4635b8b-25d5-4e23-af98-0d2d25040d90",
"name": "Haftnotiz7",
"type": "n8n-nodes-base.stickyNote",
"position": [
-200,
1660
],
"parameters": {
"color": 5,
"width": 440,
"height": 420,
"content": "# 3. Set up Gmail\n\n## 1 - Create the \"invoice_checked\" label\n\n## 2 - [Follow the instructions](https://docs.n8n.io/integrations/builtin/credentials/google/oauth-single-service/#finish-your-n8n-credential) by n8n to set this up. Video available at the end of the article\n\n## 3 - Choose your Gmail credentials, and add to all Gmail nodes if needed."
},
"typeVersion": 1
},
{
"id": "903f5ee9-fde9-4225-949f-d02b0e820bbd",
"name": "Haftnotiz8",
"type": "n8n-nodes-base.stickyNote",
"position": [
-200,
2100
],
"parameters": {
"color": 5,
"width": 440,
"height": 220,
"content": "# 4. Set up OpenAI\n\n## Follow the [n8n instructions](https://docs.n8n.io/integrations/builtin/credentials/openai/) to connect your OpenAI platform account."
},
"typeVersion": 1
},
{
"id": "58c3cdaf-3912-40d3-9b95-8b610ae95540",
"name": "Haftnotiz9",
"type": "n8n-nodes-base.stickyNote",
"position": [
1180,
520
],
"parameters": {
"height": 100,
"content": "### TODO: Add the ConvertAPI Header Auth"
},
"typeVersion": 1
}
],
"pinData": {},
"connections": {
"Merge": {
"main": [
[
{
"node": "Information Extractor",
"type": "main",
"index": 0
}
]
]
},
"31b27190-bf01-4d2a-82ad-621e89bfbf6f": {
"main": [
[
{
"node": "f7752ed2-5497-42a9-ab41-4fcee7faf52a",
"type": "main",
"index": 0
}
]
]
},
"Merge1": {
"main": [
[
{
"node": "6ad25f9f-f1e5-4468-9862-b0c93bc9b19d",
"type": "main",
"index": 0
}
]
]
},
"6ad25f9f-f1e5-4468-9862-b0c93bc9b19d": {
"main": [
[
{
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"Gmail Trigger": {
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"OpenAI Chat Model": {
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}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
Ist es kostenpflichtig?
Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.
Verwandte Workflows
Milan Vasarhelyi
@vasarmilanDiesen Workflow teilen