OCR、GPT-4、Salesforce商機を使って請常常路線の自動化
これはInvoice Processing, AI Summarization分野の自動化ワークフローで、23個のノードを含みます。主にCode, Salesforce, GoogleDrive, HttpRequest, ExtractFromFileなどのノードを使用。 OCR、GPT-4、および Salesforce 商機作成を用いた請求書処理の自動化
- •Salesforce OAuth認証情報
- •Google Drive API認証情報
- •ターゲットAPIの認証情報が必要な場合あり
- •OpenAI API Key
使用ノード (23)
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"content": "# PDF Invoice Extractor (AI) to Salesforce Opportunity\n\nWhat it does:\nWatch a Drive folder → OCR PDF → extract invoices (JSON) via LLM → mirror file to OneDrive → upsert Buyer to Salesforce → create Opportunity → add Opportunity Line Items from Pricebook.\n\n\n## Flow\n 1)Drive Trigger → 2) Download → 3) Extract → 4) → 5) Upsert Account → 6) Create Opportunity → 7) Build SOQL → 8) Query PBE → 9) Build OLI → 10) Create OLIs -> 11) OneDrive \n\n\n## Outputs\n- LLM: normalized JSON array of invoices\n- Salesforce: Account (buyer), Opportunity, Line Items\n- OneDrive: original PDF archived\n\n## Quick Troubleshooting\n- Empty OCR → enable OCR in step 3\n- Non-JSON → enforce jsonOutput:true + strict prompt\n- Missing PBE → verify ProductCode matches Salesforce & Pricebook2Id\n- Auth errors → re-connect Google/OneDrive/Salesforce/OpenAI\n\n## Notes\n- Keep numbers as JSON numbers; dates YYYY-MM-DD\n- If fields missing, return null; log warnings in parsing.warnings\n- Replace hardcoded IDs (Pricebook2Id, OneDrive Folder, SF domain) with your values\n"
},
"typeVersion": 1
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{
"id": "e7665458-f2f8-4ad1-b318-1fbe4e3ff464",
"name": "ファイルから抽出",
"type": "n8n-nodes-base.extractFromFile",
"position": [
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"parameters": {
"options": {},
"operation": "pdf"
},
"typeVersion": 1
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{
"id": "1a593bd5-922f-4f0d-9ddb-0220ed3be3cb",
"name": "Google Driveトリガー",
"type": "n8n-nodes-base.googleDriveTrigger",
"position": [
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"parameters": {
"event": "fileCreated",
"options": {},
"pollTimes": {
"item": [
{
"mode": "everyMinute"
}
]
},
"triggerOn": "specificFolder",
"folderToWatch": {
"__rl": true,
"mode": "list",
"value": "125tDoA_XgewTZetNg4UhYoYuoomIKLuP",
"cachedResultUrl": "https://drive.google.com/drive/folders/125tDoA_XgewTZetNg4UhYoYuoomIKLuP",
"cachedResultName": "Sample"
}
},
"credentials": {
"googleDriveOAuth2Api": {
"id": "CfyGMYYwObyuC3Q6",
"name": "Google Drive account"
}
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{
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"name": "モデルにメッセージ",
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"parameters": {
"modelId": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1",
"cachedResultName": "GPT-4.1"
},
"options": {},
"messages": {
"values": [
{
"role": "system",
"content": "=Role: You are a meticulous extractor. Given raw OCR text that may contain one or many tax invoices, return a normalized JSON array. Do not invent data. If a field is missing, use null (or []).\n\nInput\n- batch_text: {{ $json.text }}\n\nOutput\n- Return only a JSON array. Each element is one invoice with the schema:\n\n[\n {\n \"seller\": {\n \"name\": \"string|null\",\n \"tax_id\": \"string|null\",\n \"address\": \"string|null\",\n \"phone\": \"string|null\",\n \"email\": \"string|null\",\n \"bank_account\": \"string|null\",\n \"bank_name\": \"string|null\",\n \"bank_branch\": \"string|null\"\n },\n \"buyer\": {\n \"name\": \"string|null\",\n \"tax_id\": \"string|null\",\n \"address\": \"string|null\",\n \"phone\": \"string|null\",\n \"buyer_representative\": \"string|null\"\n },\n \"invoice\": {\n \"type\": \"string|null\",\n \"issue_date\": \"YYYY-MM-DD|null\",\n \"code\": \"string|null\",\n \"symbol\": \"string|null\",\n \"number\": \"string|null\",\n \"payment_method\": \"string|null\",\n \"currency\": \"string\",\n \"lookup_url\": \"string|null\",\n \"lookup_code\": \"string|null\"\n },\n \"products\": [\n {\n \"name\": \"string\",\n \"description\": \"string|null\",\n \"unit\": \"string|null\",\n \"quantity\": \"number\",\n \"unit_price\": \"number\",\n \"discount_percent\": \"number|null\",\n \"discount_amount\": \"number|null\",\n \"subtotal_excl_vat\": \"number\",\n \"tax_rate\": \"number|null\",\n \"tax_amount\": \"number|null\",\n \"line_total\": \"number|null\"\n }\n ],\n \"summary\": {\n \"total_discount\": \"number|null\",\n \"subtotal_excl_vat\": \"number|null\",\n \"vat_rate\": \"number|null\",\n \"vat_amount\": \"number|null\",\n \"grand_total\": \"number|null\",\n \"amount_in_words\": \"string|null\"\n },\n \"software\": {\n \"issuer\": \"string|null\",\n \"issuer_tax_id\": \"string|null\",\n \"notes\": \"string|null\"\n },\n \"parsing\": {\n \"warnings\": [\"string\"],\n \"assumptions\": [\"string\"]\n }\n }\n]\n\nLocale & normalization rules\n1) Currency & numbers:\n - Detect currency (e.g., USD, EUR, GBP, VND, ₫, $, €).\n - Remove thousands separators (., , or space).\n - Interpret decimals by locale (e.g., “1,234.56” vs “1.234,56”).\n - Use integers for zero-decimal currencies; otherwise decimals. If uncertain, keep decimal and add a warning.\n\n2) Dates:\n - Normalize to YYYY-MM-DD from formats like dd/mm/yyyy, mm-dd-yyyy, yyyy.mm.dd, or “dd Month yyyy”.\n - If ambiguous (e.g., 03/04/2024), infer from locale cues (currency/language). If still uncertain, set null and add a warning.\n\n3) Line wrapping:\n - Merge wrapped product description lines until quantity/unit/price/tax columns or totals appear.\n\n4) Discounts:\n - If only percent or amount present, compute the other when possible (round to nearest minor unit).\n - If discount appears as a negative line, treat as discount_amount.\n\n5) Per-line taxes:\n - Capture per-line Tax/VAT rate/amount if shown; otherwise set products[*].tax_rate and tax_amount = null and rely on summary vat_rate.\n\n6) Totals cross-check:\n - sum(products.subtotal_excl_vat) ≈ summary.subtotal_excl_vat (±1 minor unit)\n - summary.vat_amount ≈ round(subtotal_excl_vat * vat_rate/100)\n - grand_total = subtotal_excl_vat + vat_amount\n - If mismatch, keep parsed figures and append a parsing.warnings note.\n\nMulti-invoice splitting (critical)\n- Split batch_text into invoice blocks using anchors; each block = one invoice.\n\nPrimary anchors:\n- “TAX INVOICE”, “INVOICE”, “VAT INVOICE”, or similar header; OR\n- A cluster containing both “Serial/Symbol:” (or “Series:”) and “No./Number:” within ~10 lines.\n\nSecondary boundaries (helpful, not required):\n- “Tax Authority Code / QR / Validation Code” near header\n- “Amount in words:” or “Total amount payable:” near the end\n- Software footers (e.g., “Issued by … software”)\n\nHeuristic:\n- Start a new block when a header reappears or when “Series/Symbol:” and “No./Number:” occur after a prior “Total amount payable”.\n\nExtraction steps (per invoice block)\n1) Seller/Buyer:\n - Anchors: Company/Organization, Tax ID/VAT No., Address, Phone, Email, Bank Account/IBAN, Bank Name, Branch.\n - Buyer: Customer/Buyer Name, Tax ID (if any), Address, Phone, Buyer Representative/Contact.\n\n2) Invoice header:\n - Type, Issue date, Tax authority code (if any), Code (internal), Symbol/Series, Number, Payment method, Currency, Lookup URL/Code (QR/portal).\n\n3) Items table:\n - Detect headers like: No., Item/Service, Unit, Quantity, Unit Price, Amount, Discount %, Discount Amount, Net before VAT, Tax/VAT, Line Total.\n - Rebuild wrapped descriptions; keep units as-is if unsure.\n\n4) Summary:\n - Total discount, Subtotal excl. VAT, VAT rate, VAT amount, Grand total/Total payable, Amount in words, Lookup URL/code (if present).\n\n5) Software/Notes:\n - E-invoicing platform or software issuer (name & tax ID if shown) and any footer notes.\n\n6) Validate & warn:\n - Run cross-checks; record anomalies and assumptions (e.g., inferred decimal separator, currency, ambiguous date).\n\nStrict formatting\n- Output only the JSON array (no extra text).\n- All numeric fields must be JSON numbers.\n- Use UTF-8.\n- Do not guess missing data.\n\nAnti-hallucination\n- If a field is not explicitly present or reliably derivable, return null.\n- If per-line VAT isn’t printed, set products[*].tax_rate and tax_amount to null and compute only at summary level.\n- If headers are partially missing due to OCR, infer columns from value patterns (units, prices \\d[\\d.,]*, discounts %, etc.). If uncertain, add a warning.\n"
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"jsonOutput": true
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"credentials": {
"openAiApi": {
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"name": "OpenAi account"
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"typeVersion": 1.8
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{
"id": "053cdfcf-65f6-4ec6-90fa-090a08da31c8",
"name": "Googleからファイルをダウンロード",
"type": "n8n-nodes-base.googleDrive",
"position": [
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],
"parameters": {
"fileId": {
"__rl": true,
"mode": "id",
"value": "={{ $json.id }}"
},
"options": {},
"operation": "download"
},
"credentials": {
"googleDriveOAuth2Api": {
"id": "CfyGMYYwObyuC3Q6",
"name": "Google Drive account"
}
},
"typeVersion": 3
},
{
"id": "157f5cdc-de47-4f90-96ea-202636ac5016",
"name": "OneDriveにファイルを更新",
"type": "n8n-nodes-base.microsoftOneDrive",
"position": [
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32
],
"parameters": {
"fileName": "={{ $json.name }}",
"parentId": "folder_id_onedrive",
"binaryData": true
},
"credentials": {
"microsoftOneDriveOAuth2Api": {
"id": "bvhIzbOLKeAfHCQc",
"name": "Microsoft Drive account"
}
},
"typeVersion": 1
},
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"id": "80f186d6-499e-4da2-a49e-a503de546be4",
"name": "商機を作成",
"type": "n8n-nodes-base.salesforce",
"position": [
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],
"parameters": {
"name": "={{ $('Message a model').item.json.message.content.invoice.code }}",
"resource": "opportunity",
"closeDate": "={{ $('Message a model').item.json.message.content.invoice.issue_date }}",
"stageName": "Closed Won",
"additionalFields": {
"amount": "={{ $('Message a model').item.json.message.content.summary.grand_total }}",
"accountId": "={{ $json.id }}"
}
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"credentials": {
"salesforceOAuth2Api": {
"id": "LDbxyOy7NMH6fin9",
"name": "Salesforce account 2"
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"name": "取引先を作成または更新",
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"parameters": {
"name": "={{ $json.message.content.buyer.name }}",
"resource": "account",
"operation": "upsert",
"externalId": "tax_id__c",
"externalIdValue": "={{ $json.message.content.buyer.tax_id }}",
"additionalFields": {}
},
"credentials": {
"salesforceOAuth2Api": {
"id": "LDbxyOy7NMH6fin9",
"name": "Salesforce account 2"
}
},
"typeVersion": 1
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"name": "SOQLを構築",
"type": "n8n-nodes-base.code",
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"parameters": {
"jsCode": "//const { pricebook2Id, lines } = $json;\n\nconst pricebook2Id = '01sxxxxxxxxxxxxxxx'; // replace your pricebookID\nconst lines = $('Message a model').first().json.message.content.products; \n\nconst codes = [\n ...new Set(\n (lines || [])\n .map((l) => String(l.name || \"\").trim())\n .filter(Boolean)\n ),\n];\n\nif (codes.length === 0) {\n throw new Error(\"No product codes found in lines[].name\");\n}\n\n// Escape single quotes for SOQL\nconst soqlList = codes\n .map((c) => `'${c.replace(/'/g, \"\\\\'\")}'`)\n .join(\",\");\n\nconst soql = `\n SELECT Id, Product2Id, Product2.ProductCode\n FROM PricebookEntry\n WHERE Pricebook2Id = '${pricebook2Id}'\n AND Product2.ProductCode IN (${soqlList})\n`.trim();\n\nreturn [{ soql, codes }];\n"
},
"typeVersion": 2
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"id": "021cd4c3-82b4-4589-a523-bea9bd18ae11",
"name": "PricebookEntriesをクエリ",
"type": "n8n-nodes-base.salesforce",
"position": [
-64,
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],
"parameters": {
"query": "={{ $json.soql }}",
"resource": "search"
},
"credentials": {
"salesforceOAuth2Api": {
"id": "LDbxyOy7NMH6fin9",
"name": "Salesforce account 2"
}
},
"typeVersion": 1
},
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"id": "cafe3e46-af7a-44eb-87b2-9fb34f7cb96b",
"name": "JavaScriptでコード",
"type": "n8n-nodes-base.code",
"position": [
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"parameters": {
"jsCode": "// Input assumptions (no Set node):\n// - This Function runs after your SOQL HTTP node.\n// - The current item ($json) contains:\n// • records: array of PricebookEntry rows (from SOQL)\n// • opportunityId: the target Opportunity Id\n// • lines: your source line array (with name, quantity, unit_price, discount_amount, ...)\n\nconst oppId = $('Create an opportunity').first().json.id;\nif (!oppId) {\n throw new Error(\"Missing opportunityId in input.\");\n}\n\nconst lines = Array.isArray($('Message a model').first().json.message.content.products) ? $('Message a model').first().json.message.content.products : [];\nif (lines.length === 0) {\n throw new Error(\"Missing or empty lines array in input.\");\n}\n\nconst pbeRecords = Array.isArray($input.all()) ? $input.all() : [];\n\nif (pbeRecords.length === 0) {\n throw new Error(\"Missing SOQL result records in input (records[]).\");\n}\n\n\n\n// Build ProductCode → PricebookEntryId map\nconst pbeByCode = new Map();\nfor (const r of pbeRecords) {\n const code = r?.json.Product2?.ProductCode;\n const id = r?.json.Id;\n if (code && id) pbeByCode.set(String(code).trim(), id);\n}\nconsole.log(pbeByCode)\n// Build OpportunityLineItem payloads\nconst records = [];\nfor (const line of lines) {\n const productCode = String(line.name || \"\").trim();\n const pbeId = pbeByCode.get(productCode);\n\n if (!pbeId) {\n throw new Error(`No PricebookEntry found for ProductCode '${productCode}'.`);\n }\n\n const qty = Number(line.quantity ?? 0) || 0;\n const unitPrice = Number(line.unit_price ?? 0) || 0;\n\n // Convert total discount to per-unit Discount field\n const totalDiscount = Number(line.discount_amount ?? 0) || 0;\n const perUnitDiscount = qty > 0 ? totalDiscount / qty : 0;\n\n records.push({\n attributes: { type: \"OpportunityLineItem\" },\n OpportunityId: oppId,\n PricebookEntryId: pbeId,\n Quantity: qty,\n UnitPrice: unitPrice,\n });\n}\n\nreturn [{ body: { allOrNone: false, records } }];\n"
},
"typeVersion": 2
},
{
"id": "22eb1f99-b562-4160-bf89-6b0dd890a308",
"name": "商機商品を作成",
"type": "n8n-nodes-base.httpRequest",
"position": [
576,
-144
],
"parameters": {
"url": "=https://mydomain.salesforce.com/services/data/v65.0/composite/sobjects",
"method": "POST",
"options": {},
"jsonBody": "={{ $json.body }}",
"sendBody": true,
"specifyBody": "json",
"authentication": "predefinedCredentialType",
"nodeCredentialType": "salesforceOAuth2Api"
},
"credentials": {
"salesforceOAuth2Api": {
"id": "LDbxyOy7NMH6fin9",
"name": "Salesforce account 2"
}
},
"typeVersion": 4.2
},
{
"id": "39ef7a5e-6825-4583-b9d2-dbc534bb7c5c",
"name": "付箋1",
"type": "n8n-nodes-base.stickyNote",
"position": [
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"parameters": {
"width": 256,
"height": 272,
"content": "## 1) Google Drive Trigger\n- Op: fileCreated in folder (ID)\n- Poll: every minute\n- Creds: Google Drive OAuth2\n- Note: Ensure access/Shared Drive rights"
},
"typeVersion": 1
},
{
"id": "99e69d7e-2ad1-40ef-b476-5ae869e5f927",
"name": "付箋2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1776,
-448
],
"parameters": {
"height": 272,
"content": "## 2) Download from Drive\n- Op: download by {{$json.id}}\n- Binary key: data (default)\n- Creds: Google Drive OAuth2"
},
"typeVersion": 1
},
{
"id": "0830b83e-19f5-489e-a9bd-1eb3e1f7e50b",
"name": "付箋3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1520,
-448
],
"parameters": {
"width": 224,
"height": 272,
"content": "## 3) Extract from File\n- Op: pdf (enable OCR for scans)\n- Output: {{$json.text}}"
},
"typeVersion": 1
},
{
"id": "edb057fe-1446-4aec-929b-7022c9704ee1",
"name": "付箋4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1280,
-512
],
"parameters": {
"width": 256,
"height": 352,
"content": "## 4) Message a Model (JSON)\n- Node: @n8n/n8n-nodes-langchain.openAi\n- Model: gpt-4.1 (or gpt-4.1-mini)\n- Prompt: strict schema; **return only JSON array**\n- jsonOutput: true\n- Output path (first item): $('Message a model').first().json.message.content"
},
"typeVersion": 1
},
{
"id": "4f193f7a-2f69-4eb3-9ee6-e15bd50236d3",
"name": "付箋5",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1008,
-512
],
"parameters": {
"height": 352,
"content": "## 5) Salesforce: Upsert Account (Buyer)\n- Node: salesforce (account upsert)\n- External Id: tax_id__c\n- externalIdValue: ={{ $json.message.content.buyer.tax_id }}\n- name: ={{ $json.message.content.buyer.name }}"
},
"typeVersion": 1
},
{
"id": "12811762-358e-4cb7-aec6-92f9f93d47ae",
"name": "付箋6",
"type": "n8n-nodes-base.stickyNote",
"position": [
-752,
-576
],
"parameters": {
"width": 304,
"height": 416,
"content": "## 6) Salesforce: Create Opportunity\n- Node: salesforce (resource: opportunity)\n- name: ={{ $('Message a model').item.json.message.content.invoice.code }}\n- closeDate: ={{ $('Message a model').item.json.message.content.invoice.issue_date }}\n- stageName: Closed Won\n- amount: ={{ $('Message a model').item.json.message.content.summary.grand_total }}\n- accountId: ={{ $json.id }} // from Upsert Account"
},
"typeVersion": 1
},
{
"id": "0c2e625e-0062-480f-b394-45ea687db779",
"name": "付箋7",
"type": "n8n-nodes-base.stickyNote",
"position": [
-432,
-384
],
"parameters": {
"width": 288,
"height": 224,
"content": "## 7) Code: Build SOQL (PricebookEntry)\n- Node: Code (JS)\n- Purpose: collect ProductCodes from LLM products → build SOQL for PricebookEntry by Pricebook2Id\n- Output: { soql, codes }"
},
"typeVersion": 1
},
{
"id": "9b390d82-6233-4d6f-b606-64efadddd654",
"name": "付箋8",
"type": "n8n-nodes-base.stickyNote",
"position": [
-128,
-352
],
"parameters": {
"height": 192,
"content": "## 8) Salesforce: Query PricebookEntries\n- Node: salesforce (search)\n- query: ={{ $json.soql }}"
},
"typeVersion": 1
},
{
"id": "b4ca0bf1-925c-40c6-ba35-208e70a63be1",
"name": "付箋9",
"type": "n8n-nodes-base.stickyNote",
"position": [
128,
-528
],
"parameters": {
"width": 320,
"height": 368,
"content": "## 9) Code: Build OLI Payloads\n- Node: Code (JS)\n- Inputs: \n - OpportunityId: ={{ $('Create an opportunity').first().json.id }}\n - Lines: ={{ $('Message a model').first().json.message.content.products }}\n - PBE rows: from previous node items\n- Output: { body: { allOrNone:false, records:[{ OpportunityLineItem... }] } }"
},
"typeVersion": 1
},
{
"id": "0d8dcf4b-77d7-439f-b345-f0fcec555b01",
"name": "付箋10",
"type": "n8n-nodes-base.stickyNote",
"position": [
480,
-464
],
"parameters": {
"width": 272,
"height": 272,
"content": "## 10) HTTP Request: Create Opportunity Line Items\n- Method: POST\n- URL: https://<your-instance>.my.salesforce.com/services/data/v65.0/composite/sobjects\n- Auth: salesforceOAuth2Api\n- Body (JSON): ={{ $json.body }}"
},
"typeVersion": 1
},
{
"id": "73d319ea-e10d-4f10-8132-63976a3cfacf",
"name": "付箋11",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1488,
176
],
"parameters": {
"height": 272,
"content": "## 11) Upload to OneDrive\n- Op: upload\n- Name: ={{ $json.name }}\n- Parent Folder ID: (set)\n- Binary: from step 2\n- Creds: OneDrive OAuth2"
},
"typeVersion": 1
}
],
"pinData": {},
"connections": {
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"9f06013f-ff72-4f08-b72e-4b42931f393f": {
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[
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"22eb1f99-b562-4160-bf89-6b0dd890a308": {
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}このワークフローの使い方は?
上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。
このワークフローはどんな場面に適していますか?
上級 - 請求書処理, AI要約
有料ですか?
このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス(OpenAI APIなど)は別途料金が発生する場合があります。
関連ワークフロー
Le Nguyen
@leeseiferSalesforce Architect with 10+ years of experience in CRM, integrations, and automation. Skilled in Apex, LWC, REST APIs, and full-stack dev (JavaScript, .NET). I build secure, scalable workflows in n8n—connecting Salesforce, Stripe, and more. Passionate about lead scoring, data sync, and secure field masking. Certified Application Architect with deep expertise in platform, integration, and data architecture.
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