顧客への請日の自動送付

上級

これはAI Summarization, Multimodal AI分野の自動化ワークフローで、29個のノードを含みます。主にIf, Set, Code, Gmail, Mergeなどのノードを使用。 OCR.Space、GPT-4、および Google Drive から Gmail への自動化

前提条件
  • Googleアカウント + Gmail API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
  • Google Sheets API認証情報
  • OpenAI API Key
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
  "id": "Invzq7tJ1X0LQ3rb",
  "meta": {
    "instanceId": "00761fd5aea81495387b0889e15912dcc912b73b7bf62f5ca3898afbd7a79723",
    "templateCredsSetupCompleted": true
  },
  "name": "Send Invoice to clients automatically",
  "tags": [
    {
      "id": "j0SNhalFSbPAhdWo",
      "name": "n8n creator",
      "createdAt": "2025-09-02T01:40:23.866Z",
      "updatedAt": "2025-09-02T01:40:23.866Z"
    }
  ],
  "nodes": [
    {
      "id": "43908db1-0163-41c4-8c0b-a127e575c058",
      "name": "マージ",
      "type": "n8n-nodes-base.merge",
      "position": [
        -688,
        144
      ],
      "parameters": {
        "mode": "combine",
        "options": {},
        "combineBy": "combineByPosition"
      },
      "typeVersion": 3
    },
    {
      "id": "e10c62a4-8c0c-49e6-9672-68a0aee51b5a",
      "name": "アイテムをループ処理",
      "type": "n8n-nodes-base.splitInBatches",
      "position": [
        -2320,
        464
      ],
      "parameters": {
        "options": {}
      },
      "typeVersion": 3
    },
    {
      "id": "5a37b5e5-40e8-4888-ac24-66367e65969a",
      "name": "HTTPリクエスト1",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        -1744,
        464
      ],
      "parameters": {
        "url": "https://api.ocr.space/parse/image",
        "method": "POST",
        "options": {},
        "sendBody": true,
        "contentType": "multipart-form-data",
        "authentication": "genericCredentialType",
        "bodyParameters": {
          "parameters": [
            {
              "name": "language",
              "value": "eng"
            },
            {
              "name": "file",
              "parameterType": "formBinaryData",
              "inputDataFieldName": "data"
            }
          ]
        },
        "genericAuthType": "httpHeaderAuth"
      },
      "credentials": {
        "httpHeaderAuth": {
          "id": "qh2jhNdxpHOM9SGZ",
          "name": "PiAPI"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "9e72ec12-aba0-474e-97f3-7d7958905e70",
      "name": "Google Drive",
      "type": "n8n-nodes-base.googleDrive",
      "position": [
        -2016,
        464
      ],
      "parameters": {
        "fileId": {
          "__rl": true,
          "mode": "id",
          "value": "={{ $('Google Drive Trigger').item.json.id }}"
        },
        "options": {},
        "operation": "download"
      },
      "credentials": {
        "googleDriveOAuth2Api": {
          "id": "KZY6CHPvoIbIxMKd",
          "name": "Google Drive account"
        }
      },
      "typeVersion": 3
    },
    {
      "id": "73e4f62d-80c4-483f-8c00-f5fc7c8b9882",
      "name": "Google スプレッドシート",
      "type": "n8n-nodes-base.googleSheetsTool",
      "position": [
        -1024,
        688
      ],
      "parameters": {
        "options": {},
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "gid=0",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1UDlHvLgcZn714etZxtgm7bJCATvDcutVyugrvqM2kaM/edit#gid=0",
          "cachedResultName": "Feuille 1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1UDlHvLgcZn714etZxtgm7bJCATvDcutVyugrvqM2kaM",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1UDlHvLgcZn714etZxtgm7bJCATvDcutVyugrvqM2kaM/edit?usp=drivesdk",
          "cachedResultName": "list of company names and emails"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "6UWtW8DQlbmfYbkk",
          "name": "Google Sheets account"
        }
      },
      "typeVersion": 4.5
    },
    {
      "id": "550dbd6b-b691-43eb-afbd-b3a16a7f59d0",
      "name": "OpenAI Chat Model",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        -1120,
        864
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4o-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "QsPyEUltWeliSiFb",
          "name": "OpenAi account"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "ebb1c8f5-cbf0-4d00-b171-1f6040c38300",
      "name": "AIエージェント",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "onError": "continueRegularOutput",
      "position": [
        -1088,
        480
      ],
      "parameters": {
        "text": "={{ $json.company }}",
        "options": {
          "systemMessage": "=You will receive a company name as plain text.\n\nYour task is to:\n\t1.\tCross-reference the given name against a Google Sheet database.\n\t2.\tThe database contains two columns: Company Name and Email.\n\t3.\tPerform a case-insensitive search to find an exact match for the company name.\n\t4.\tIf a match is found, return a JSON object \n{\n  \"company_name\": \"Matched Company Name\",\n  \"email\": \"matched@email.com\"\n}\n\n5. If no match is found, return a JSON object with an error message:\n{\n  \"error\": \"Company not found in the database.\"\n}",
          "returnIntermediateSteps": false
        },
        "promptType": "define",
        "hasOutputParser": true
      },
      "retryOnFail": true,
      "typeVersion": 1.7,
      "waitBetweenTries": 5000
    },
    {
      "id": "dd8d6365-6a12-4150-82d3-a3ee0bbb74d5",
      "name": "フィールド編集",
      "type": "n8n-nodes-base.set",
      "position": [
        -1536,
        464
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "32dbf33f-9c71-4d84-ab7c-cdb1df189210",
              "name": "text",
              "type": "string",
              "value": "={{ $json.ParsedResults[0].ParsedText}}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "a901f0d8-f5a5-4d01-9e86-73980cd74e47",
      "name": "コード",
      "type": "n8n-nodes-base.code",
      "onError": "continueErrorOutput",
      "position": [
        -1328,
        464
      ],
      "parameters": {
        "jsCode": "const inputText = $json[\"text\"];\nconst lines = inputText.split(/\\r?\\n/);\n\nlet factureIndex = lines.findIndex(line => line.toLowerCase().includes(\"billed to\"));\nlet name = null;\n\nif (factureIndex >= 0) {\n  const lineAfter = lines[factureIndex + 1]?.trim();\n  const nextLine = lines[factureIndex + 2]?.trim();\n\n  const isProbablyName = (line) => (\n    /[a-z]/.test(line) &&                  // has lowercase\n    line.length >= 5 &&                   // not too short\n    line !== line.toUpperCase()           // not all uppercase\n  );\n\n  if (isProbablyName(lineAfter)) {\n    name = lineAfter;\n  } else if (isProbablyName(nextLine)) {\n    name = nextLine;\n  }\n}\n\nif (!name) {\n  throw new Error(\"No company name found after 'Billed to'\");\n}\n\nreturn [{ company: name }];"
      },
      "typeVersion": 2
    },
    {
      "id": "a7ad5822-78d6-48cb-b9d8-b60017a52a30",
      "name": "何もしない(No Operation)",
      "type": "n8n-nodes-base.noOp",
      "position": [
        -2016,
        128
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "999cb1c3-3ce1-44b1-bcdd-b6a7399e903a",
      "name": "マージ1",
      "type": "n8n-nodes-base.merge",
      "position": [
        -1504,
        816
      ],
      "parameters": {
        "mode": "combine",
        "options": {},
        "combineBy": "combineByPosition"
      },
      "typeVersion": 3
    },
    {
      "id": "944af94f-6a2a-4cd2-9334-5548e8645303",
      "name": "何もしない(No Operation)1",
      "type": "n8n-nodes-base.noOp",
      "position": [
        -1728,
        128
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "14ea1466-6532-42f8-a717-c716a92647dd",
      "name": "エラー",
      "type": "n8n-nodes-base.gmail",
      "position": [
        -512,
        816
      ],
      "webhookId": "7c52b689-dd98-44dd-969d-6c8d45d975bb",
      "parameters": {
        "sendTo": "Email Here",
        "message": "The error in the workflow pertains to the attached document.  Please check if it has not been sent and manually send it.  Also check the database to make sure the name of the corresponding company is in the database. ",
        "options": {
          "attachmentsUi": {
            "attachmentsBinary": [
              {}
            ]
          },
          "appendAttribution": false
        },
        "subject": "Error in Workflow",
        "emailType": "text"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "aMOyqTwb2YTJyW5F",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "28926b1c-ce6a-4d1d-a42e-199d11d302f7",
      "name": "メール送信",
      "type": "n8n-nodes-base.gmail",
      "position": [
        -160,
        816
      ],
      "webhookId": "7c52b689-dd98-44dd-969d-6c8d45d975bb",
      "parameters": {
        "sendTo": "Email Here",
        "message": "The error in the workflow pertains to the attached document.  Please check if it has not been sent and manually send it.  Also check the database to make sure the name of the corresponding company is in the database. ",
        "options": {
          "attachmentsUi": {
            "attachmentsBinary": [
              {}
            ]
          },
          "appendAttribution": false
        },
        "subject": "Error in Workflow",
        "emailType": "text"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "aMOyqTwb2YTJyW5F",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "b0fcd4e0-2875-419e-b3e8-23082150e0a0",
      "name": "エラー1",
      "type": "n8n-nodes-base.gmail",
      "position": [
        -1328,
        816
      ],
      "webhookId": "5ae6fbe2-35d9-4482-9ca9-9d579460f356",
      "parameters": {
        "sendTo": "Email Here",
        "message": "The error in the workflow pertains to the attached document.  Please check if it has not been sent and manually send it.  Also check the database to make sure the name of the corresponding company is in the database. ",
        "options": {},
        "subject": "Error in workflow",
        "emailType": "text"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "aMOyqTwb2YTJyW5F",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "00a3bd30-62c6-40e5-ad29-89f9ec811aa5",
      "name": "条件分岐(If)",
      "type": "n8n-nodes-base.if",
      "position": [
        -512,
        144
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "dcfbe432-fc35-438e-8e4b-4fa109107376",
              "operator": {
                "type": "object",
                "operation": "notEmpty",
                "singleValue": true
              },
              "leftValue": "={{ $('AI Agent').item.json.output }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "5b9ce018-3103-4c30-ab83-bdb440eb9ae1",
      "name": "構造化出力パーサー1",
      "type": "@n8n/n8n-nodes-langchain.outputParserStructured",
      "position": [
        -896,
        704
      ],
      "parameters": {
        "autoFix": true,
        "jsonSchemaExample": "{\n\t\"email\":\"email of recipient\",\n  \"name\":\"name of recipient\"\n}"
      },
      "typeVersion": 1.3
    },
    {
      "id": "c34d9478-0acb-492b-807e-a57bfb269a23",
      "name": "付箋1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -2608,
        272
      ],
      "parameters": {
        "width": 176,
        "height": 352,
        "content": "### Here we set a google drive folder, where any time an invoice is added, the automation will be triggered automatically"
      },
      "typeVersion": 1
    },
    {
      "id": "8f83d6d0-bc12-4cd9-9a3c-cc291400016a",
      "name": "付箋2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -2352,
        272
      ],
      "parameters": {
        "width": 160,
        "height": 352,
        "content": "### Here we loop over the items, because we may have more than 1 invoice placed in the folder"
      },
      "typeVersion": 1
    },
    {
      "id": "4e45b1c4-0051-4cb9-bee7-a19819da906d",
      "name": "付箋3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -2048,
        272
      ],
      "parameters": {
        "width": 150,
        "height": 352,
        "content": "### Here we download the invoice to pass it on to the OCR from ocr space"
      },
      "typeVersion": 1
    },
    {
      "id": "47c4d010-9870-4514-8879-a6a37c174663",
      "name": "付箋4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -3760,
        80
      ],
      "parameters": {
        "width": 1056,
        "height": 1232,
        "content": "# Setting up the workflow\n\n## 1. Connect google drive to your account, and create a folder that will serve as the input. \n\n## 2.  Connect your Gmail account to n8n. \n\n## 3. Create an OCR space account (free). For the authentication, choose Generic Credential Type, then Header Auth. In the Header Auth, create new credential, with the Name as apikey and the Value as YOUR-API-KEY\n\n## 4. Connect your preferred LLM credentials, and connect it to the AI Agent\n\n## 5. Create a copy of the Google Sheet Database, fill it with your list and connect it to the AI Agent\n\n# OCR Space: https://ocr.space\n\n# Google Sheet Database: https://docs.google.com/spreadsheets/d/1M0sS7KZzOn9Bu8Dy0lcrh2jWqVkLa0qFQfki1jecxeE/edit?usp=sharing (Make a copy)\n\n# Workflow Summary: This workflow takes in from a google drive folder, scanned pdf invoices. The workflow then extracts the text from the file using OCR space. Once the text is returned, the AI agent cross references the company name, with the database (excel sheet) to find the company name and the email of the recipient in the company. If it is found the email is sent with the invoice attached. "
      },
      "typeVersion": 1
    },
    {
      "id": "ae882eb4-d4a9-4ffa-a49f-95e4d78b5cd8",
      "name": "付箋5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1776,
        272
      ],
      "parameters": {
        "width": 150,
        "height": 352,
        "content": "### Here we are sending the downloaded file to OCR space, and getting the extracted information from the invoice"
      },
      "typeVersion": 1
    },
    {
      "id": "2948912f-1bd6-42a9-a630-e3e24a00a45a",
      "name": "付箋6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1568,
        272
      ],
      "parameters": {
        "width": 150,
        "height": 352,
        "content": "### Assigning name to the text. "
      },
      "typeVersion": 1
    },
    {
      "id": "518d1756-b601-4c9c-8b87-c5fc2d601370",
      "name": "付箋7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1360,
        272
      ],
      "parameters": {
        "width": 150,
        "height": 352,
        "content": "### Extracting company name. In this case after the billed to:"
      },
      "typeVersion": 1
    },
    {
      "id": "c7f521dd-dc76-4be8-92db-b3de9bf2946e",
      "name": "付箋8",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1120,
        272
      ],
      "parameters": {
        "width": 320,
        "height": 352,
        "content": "### AI Agent cross references name with Database and returns the recipients email address"
      },
      "typeVersion": 1
    },
    {
      "id": "337d3670-0c2e-4507-8c75-eb235286e97c",
      "name": "付箋9",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1360,
        688
      ],
      "parameters": {
        "width": 160,
        "height": 272,
        "content": "### If we have any errors, we send an email to the operator for manual review"
      },
      "typeVersion": 1
    },
    {
      "id": "e8c25552-0d00-4285-858f-cc30348f33d3",
      "name": "付箋10",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -544,
        672
      ],
      "parameters": {
        "width": 160,
        "height": 256,
        "content": "### If we have any errors, we send an email to the operator for manual review"
      },
      "typeVersion": 1
    },
    {
      "id": "95716bac-97bd-4e1f-b7e6-9478cdf151dd",
      "name": "付箋11",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -192,
        672
      ],
      "parameters": {
        "width": 150,
        "height": 256,
        "content": "### Send email to recipient with the invoice attached"
      },
      "typeVersion": 1
    },
    {
      "id": "46d6e0ac-7555-48a8-b57d-e97a42bec8b0",
      "name": "Google Driveトリガー1",
      "type": "n8n-nodes-base.googleDriveTrigger",
      "position": [
        -2576,
        464
      ],
      "parameters": {
        "pollTimes": {
          "item": [
            {
              "mode": "everyMinute"
            }
          ]
        },
        "triggerOn": "specificFolder",
        "folderToWatch": {
          "__rl": true,
          "mode": "list",
          "value": ""
        }
      },
      "credentials": {
        "googleDriveOAuth2Api": {
          "id": "KZY6CHPvoIbIxMKd",
          "name": "Google Drive account"
        }
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "1fb1901c-362e-41f9-8f14-2ac208b59826",
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よくある質問

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 - AI要約, マルチモーダルAI

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。

ワークフロー情報
難易度
上級
ノード数29
カテゴリー2
ノードタイプ15
難易度説明

上級者向け、16ノード以上の複雑なワークフロー

作成者
Michael Taleb

Michael Taleb

@michaeltaleb

n8n developer helping businesses save time and scale by automating complex business processes with n8n and smart integrations.

外部リンク
n8n.ioで表示

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カテゴリー

カテゴリー: 34