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AIassistant pour les factures

Intermédiaire

Ceci est unInvoice Processing, Multimodal AIworkflow d'automatisation du domainecontenant 13 nœuds.Utilise principalement des nœuds comme Set, Gmail, Filter, GoogleSheets, ManualTrigger. Agent IA pour les factures

Prérequis
  • •Compte Google et informations d'identification Gmail API
  • •Informations d'identification Google Sheets API
  • •Clé API OpenAI

Nœuds utilisés (13)

Set
Gmail
Filter
StickyNote
GoogleSheets
ManualTrigger
SplitInBatches
Agent
CraftMyPdf
LmChatOpenAi
InformationExtractor

Catégorie

Traitement des factures
IA Multimodale
Aperçu du workflow
Visualisation des connexions entre les nœuds, avec support du zoom et du déplacement
React Flow
Exporter le workflow
Copiez la configuration JSON suivante dans n8n pour importer et utiliser ce workflow
{
  "id": "eOgIRm4wzZec7jkD",
  "meta": {
    "instanceId": "061ca141d020a6e1355b8c7fe05f92a699e37e92079ad2e150a506ee8bbe9e11",
    "templateCredsSetupCompleted": true
  },
  "name": "AI Invoice Agent",
  "tags": [],
  "nodes": [
    {
      "id": "a3c4602c-fde7-4fed-9f6b-71a08a51f9ce",
      "name": "When clicking ‘Execute workflow’",
      "type": "n8n-nodes-base.manualTrigger",
      "position": [
        -2944,
        448
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "89a82cb6-c972-4a06-9f7e-29e3f322ad89",
      "name": "Google Sheets",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        -2752,
        448
      ],
      "parameters": {
        "options": {},
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "gid=0",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1d7CWcM_Ge6s2iaoGXOsxykLQFsDa_iyEFyP0qxJ9Qbs/edit#gid=0",
          "cachedResultName": "Sheet1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1d7CWcM_Ge6s2iaoGXOsxykLQFsDa_iyEFyP0qxJ9Qbs",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1d7CWcM_Ge6s2iaoGXOsxykLQFsDa_iyEFyP0qxJ9Qbs/edit?usp=drivesdk",
          "cachedResultName": "Client Invoices"
        }
      },
      "typeVersion": 4.6
    },
    {
      "id": "95b66133-04fe-42fd-b906-8e742efa1b27",
      "name": "Filter",
      "type": "n8n-nodes-base.filter",
      "position": [
        -2528,
        448
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "afe0ae0a-9f88-4605-b064-223db0c34522",
              "operator": {
                "name": "filter.operator.equals",
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "={{ $json.Status }}",
              "rightValue": "Pending"
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "2ab041df-a151-4eb7-b38d-b75b4c76fa91",
      "name": "Edit Fields",
      "type": "n8n-nodes-base.set",
      "position": [
        -2304,
        448
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "eae2796d-a5bb-4bc1-a4f6-26abc64e2185",
              "name": "\tInvoice ID",
              "type": "string",
              "value": "={{ $json['\tInvoice ID'] }}"
            },
            {
              "id": "72f18799-575f-4c4c-9f67-02a9dc9a45ab",
              "name": "Client Name",
              "type": "string",
              "value": "={{ $json['Client Name'] }}"
            },
            {
              "id": "66338ec2-a287-4319-b0a2-89c6e2915d07",
              "name": "Client Address",
              "type": "string",
              "value": "={{ $json['Client Address'] }}"
            },
            {
              "id": "9e9dceea-5fe0-4be8-8ddb-826b9e569dea",
              "name": "Project Name\t",
              "type": "string",
              "value": "={{ $json['Project Name\t'] }}"
            },
            {
              "id": "82d90cd2-1075-41d0-a251-242498884069",
              "name": "Amount (USD)",
              "type": "number",
              "value": "={{ $json['Amount (USD)'] }}"
            },
            {
              "id": "b84b6393-bfc2-494a-b8e1-3f918734088f",
              "name": "Invoice Date",
              "type": "string",
              "value": "={{ $now.format('yyyy-MM-dd') }}"
            },
            {
              "id": "889bc329-2802-4670-8d0e-88e97f25be65",
              "name": "Due Date",
              "type": "string",
              "value": "={{ $now.plus({day: 7}).format('yyyy-MM-dd') }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "bab29942-290c-43f0-940f-0a6a2553ba97",
      "name": "Loop Over Items",
      "type": "n8n-nodes-base.splitInBatches",
      "position": [
        -2080,
        448
      ],
      "parameters": {
        "options": {}
      },
      "typeVersion": 3
    },
    {
      "id": "fe9ce649-2590-4569-879e-1933f32ddf57",
      "name": "AI Agent",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        -1760,
        208
      ],
      "parameters": {
        "text": "=You are a professional invoicing assistant for a creative agency called \"Upward Engine\". Generate a polite, professional email to a client who has received an invoice as a PDF attachment. Include the client name, project name, invoice amount, invoice ID, invoice date, and due date.\n\nThe tone should be friendly but business-oriented, and the purpose is to inform the client that the invoice is attached, and to kindly request timely payment. End with a thank-you message and sign off as \"Upward Engine Team\".\n\nHere is the invoice data:\n- Client name: {{ $json['Client Name'] }}\n- Project Name: {{ $json['Project Name\t'] }}\n- Invoice Amount: {{ $json['Amount (USD)'] }}\n- Invoice ID: {{ $json['\tInvoice ID'] }}\n- Invoice Date: {{ $json['Invoice Date'] }}\n- Due Date: {{ $json['Due Date'] }}",
        "options": {},
        "promptType": "define"
      },
      "typeVersion": 2
    },
    {
      "id": "f6d889e9-5bf0-48a7-8562-bd45ced618fc",
      "name": "Information Extractor",
      "type": "@n8n/n8n-nodes-langchain.informationExtractor",
      "position": [
        -1424,
        208
      ],
      "parameters": {
        "text": "={{ $json.output }}",
        "options": {},
        "attributes": {
          "attributes": [
            {
              "name": "email subject",
              "description": "subject of the mail"
            },
            {
              "name": "email body",
              "description": "email body without the subject"
            }
          ]
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "012075eb-1e97-4d49-9b36-2a2e22ccdbdc",
      "name": "CraftMyPDF",
      "type": "n8n-nodes-craftmypdf.craftMyPdf",
      "position": [
        -1072,
        352
      ],
      "parameters": {
        "data": "={\n\"company_name\": \"Upward Engine\",\n    \"company_address\": \"Silicon Valey, USA\",\n    \"company_email\": \"admin@upwardengine.com\",\n    \"bill_to\": \"{{ $('Edit Fields').item.json['Client Name'] }}\",\n    \"bill_to_address\": \"{{ $('Edit Fields').item.json['Client Address'] }}\",\n    \"invoice_no\": \"{{ $('Edit Fields').item.json['\tInvoice ID'] }}\",\n    \"invoice_date\": \"{{ $('Edit Fields').item.json['Invoice Date'] }}\",\n    \"invoice_due_date\": \"{{ $('Edit Fields').item.json['Due Date'] }}\",\n    \"footer\": \"Thank you for working with Upward Engine\",\n    \"balance\": \"{{ $('Edit Fields').item.json['Amount (USD)'] }}\",\n    \"project_name\": \"{{ $('Edit Fields').item.json['Project Name\t'] }}\",\n    \"currency\": \"$\"\n\n}",
        "resource": "pdf",
        "templateId": "YOUR_TEMPLATE_ID",
        "export_type": "file"
      },
      "typeVersion": 1
    },
    {
      "id": "8f9cbcf4-0162-41ba-8934-3a2490e213bb",
      "name": "Gmail",
      "type": "n8n-nodes-base.gmail",
      "position": [
        -848,
        352
      ],
      "webhookId": "85f9cc55-4019-4f9f-a7b8-852ba7f38d1b",
      "parameters": {
        "sendTo": "={{ $('Google Sheets').item.json['Client Email'] }}",
        "message": "={{ $('Information Extractor').item.json.output['email body'] }}",
        "options": {
          "attachmentsUi": {
            "attachmentsBinary": [
              {
                "property": "output.pdf"
              }
            ]
          },
          "appendAttribution": false
        },
        "subject": "={{ $('Information Extractor').item.json.output['email subject'] }}",
        "emailType": "text"
      },
      "typeVersion": 2.1
    },
    {
      "id": "d2249aba-b9ef-451b-9646-e529836c38aa",
      "name": "Google Sheets1",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        -608,
        448
      ],
      "parameters": {
        "columns": {
          "value": {
            "Status": "Completed",
            "Due Date": "={{ $('Edit Fields').item.json['Due Date'] }}",
            "\tInvoice ID": "={{ $('Edit Fields').item.json['\tInvoice ID'] }}",
            "Invoice Date": "={{ $('Edit Fields').item.json['Invoice Date'] }}"
          },
          "schema": [
            {
              "id": "\tInvoice ID",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "\tInvoice ID",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Client Name",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Client Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Client Email",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Client Email",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Client Address",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Client Address",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Project Name\t",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Project Name\t",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Amount (USD)",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Amount (USD)",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Status",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Status",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Invoice Date",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Invoice Date",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Due Date",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Due Date",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [
            "\tInvoice ID"
          ],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "appendOrUpdate",
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "gid=0",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1d7CWcM_Ge6s2iaoGXOsxykLQFsDa_iyEFyP0qxJ9Qbs/edit#gid=0",
          "cachedResultName": "Sheet1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1d7CWcM_Ge6s2iaoGXOsxykLQFsDa_iyEFyP0qxJ9Qbs",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1d7CWcM_Ge6s2iaoGXOsxykLQFsDa_iyEFyP0qxJ9Qbs/edit?usp=drivesdk",
          "cachedResultName": "Client Invoices"
        }
      },
      "typeVersion": 4.6
    },
    {
      "id": "499dbf0b-3c1a-4a86-930e-d792834635d2",
      "name": "GPT - 4.1 mini",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        -1584,
        480
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "YmJZYHbn92LbB3C0",
          "name": "OpenAi account"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "81872408-4ad6-4bf7-8f45-aecfd9dadddd",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -4000,
        -320
      ],
      "parameters": {
        "color": 2,
        "width": 912,
        "height": 1152,
        "content": "✅ Make sure **CraftMyPDF** node is installed in your n8n otherwise it will show error. If first time it doesn't shows the **CraftMyPDF** node then install it then delete the complete workflow and reuse/reupload the workflow again:\n\n---\n\n# 🛠 Setup Guide\n\nFollow these steps to get started:\n\n1. **Prepare your Google Sheet**\n\n   * Connect your **Client Invoices** sheet in the **Google Sheets** node.\n   * Make sure the sheet has columns like: *Invoice ID, Client Name, Client Email, Client Address, Project Name, Amount (USD), Status, Invoice Date, Due Date*.\n   * This sheet will store invoice data and track payment status.\n\n2. **Filter pending invoices**\n\n   * The **Filter** node only processes rows where `Status = Pending`.\n   * Update invoice data accordingly before running the workflow.\n\n3. **Edit invoice fields**\n\n   * The **Edit Fields** node automatically sets the `Invoice Date` to today and calculates a `Due Date` (7 days later).\n   * It also maps client info and project details from the sheet.\n\n4. **Generate the client email draft**\n\n   * The **AI Agent** creates a polite, professional email using your invoice details.\n   * The **Information Extractor** separates the subject and body for structured email sending.\n\n5. **Create the invoice PDF**\n\n   * Connect your [CraftMyPDF](https://craftmypdf.com/) account and replace `YOUR_TEMPLATE_ID` with your template.\n   * The invoice includes company info, client details, project name, invoice amount, and payment due date.\n\n6. **Send the invoice email**\n\n   * Connect your **Gmail** account in the **Gmail** node.\n   * It sends the AI-generated email with the invoice PDF attached to the client’s email.\n\n7. **Update invoice status in Google Sheets**\n\n   * After sending, the **Google Sheets1** node updates the row by marking the invoice `Status` as **Completed** along with invoice and due dates.\n\nOnce set up, this workflow will **automatically generate invoices, send them via email with PDFs attached, and update your sheet** 📩📊\n\n---\n"
      },
      "typeVersion": 1
    },
    {
      "id": "a036c3db-df20-49a6-a42d-93559a8f245a",
      "name": "Sticky Note3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -2992,
        -304
      ],
      "parameters": {
        "color": 2,
        "width": 480,
        "height": 448,
        "content": "## Start here: Step-by Step Youtube Tutorial :star:\n[![AI Invoice Agent](https://img.youtube.com/vi/r8Cg7hTMFdg/sddefault.jpg)](https://youtu.be/r8Cg7hTMFdg)"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "71a433b1-d1c0-432b-942d-a7c45cf021e4",
  "connections": {
    "8f9cbcf4-0162-41ba-8934-3a2490e213bb": {
      "main": [
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            "type": "main",
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    "95b66133-04fe-42fd-b906-8e742efa1b27": {
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    "fe9ce649-2590-4569-879e-1933f32ddf57": {
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    "012075eb-1e97-4d49-9b36-2a2e22ccdbdc": {
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    "2ab041df-a151-4eb7-b38d-b75b4c76fa91": {
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    "499dbf0b-3c1a-4a86-930e-d792834635d2": {
      "ai_languageModel": [
        [
          {
            "node": "fe9ce649-2590-4569-879e-1933f32ddf57",
            "type": "ai_languageModel",
            "index": 0
          },
          {
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            "type": "ai_languageModel",
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    "d2249aba-b9ef-451b-9646-e529836c38aa": {
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    "a3c4602c-fde7-4fed-9f6b-71a08a51f9ce": {
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  }
}
Foire aux questions

Comment utiliser ce workflow ?

Copiez le code de configuration JSON ci-dessus, créez un nouveau workflow dans votre instance n8n et sélectionnez "Importer depuis le JSON", collez la configuration et modifiez les paramètres d'authentification selon vos besoins.

Dans quelles scénarios ce workflow est-il adapté ?

Intermédiaire - Traitement des factures, IA Multimodale

Est-ce payant ?

Ce workflow est entièrement gratuit et peut être utilisé directement. Veuillez noter que les services tiers utilisés dans le workflow (comme l'API OpenAI) peuvent nécessiter un paiement de votre part.

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Informations sur le workflow
Niveau de difficulté
Intermédiaire
Nombre de nœuds13
Catégorie2
Types de nœuds11
Description de la difficulté

Adapté aux utilisateurs expérimentés, avec des workflows de complexité moyenne contenant 6-15 nœuds

Auteur
Rakin Jakaria

Rakin Jakaria

@rakinjakaria
Liens externes
Voir sur n8n.io →

Partager ce workflow

Catégories

IA Multimodale
1540
Intelligence Artificielle
1108
Création de contenu
695
Résumé IA
516
Marketing
419
Chatbot IA
251
Ingénierie
241
Étude de marché
203
Divers
193
Autres
176
Ventes
162
Opérations IT
156
Extraction de documents
147
RAG IA
146
Blocs de construction
144
Réseaux sociaux
137
Génération de leads
125
Productivité personnelle
117
DevOps
111
Ressources Humaines
101
Support
97
Nurturing de leads
87
CRM
82
Finance
81
Produit
77
Chatbot de support
76
Design
70
Gestion des tickets
67
Opérations de sécurité
57
Traitement des factures
53
Trading crypto
49
Gestion de fichiers
39
Gestion de projet
35
Wiki interne
32

Catégories: 34