請求書自動化スイート：AI駆動型請求書処理と週次レポート
上級
これは自動化ワークフローで、21個のノードを含みます。主にIf, Set, Airtable, EmailSend, FormTriggerなどのノードを使用。 GPT-4 と Airtable を使って invoice 処理＋週次支出レポートのオートメーション
前提条件
- •Airtable API Key
- •OpenAI API Key
使用ノード (21)
カテゴリー
-
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": "GrKYNsmth0mGCu4O",
"meta": {
"instanceId": "15d6057a37b8367f33882dd60593ee5f6cc0c59310ff1dc66b626d726083b48d",
"templateCredsSetupCompleted": true
},
"name": "Invoice Automation Kit: AI-Powered Invoice Processing and Weekly Reports",
"tags": [],
"nodes": [
{
"id": "4f3cbf6b-6399-44c9-a09c-1cf906bfa22f",
"name": "請求書アップロードフォーム",
"type": "n8n-nodes-base.formTrigger",
"position": [
-448,
112
],
"webhookId": "5341e1c7-350e-419f-9b6c-c9663ca6763a",
"parameters": {
"options": {},
"formTitle": "Invoice Upload",
"formFields": {
"values": [
{
"fieldType": "file",
"fieldLabel": "Upload Invoice",
"multipleFiles": false,
"requiredField": true,
"acceptFileTypes": ".pdf, .png, .jpg"
},
{
"fieldLabel": "Additional Notes (Optional)"
}
]
},
"formDescription": "Upload your invoice for automated processing"
},
"typeVersion": 2.3
},
{
"id": "9c465618-7758-44ac-a546-0011af01198c",
"name": "ワークフロー設定",
"type": "n8n-nodes-base.set",
"position": [
-224,
112
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "id-1",
"name": "airtableBaseId",
"type": "string",
"value": "<__PLACEHOLDER_VALUE__Your Airtable Base ID__>"
},
{
"id": "id-2",
"name": "airtableTableId",
"type": "string",
"value": "<__PLACEHOLDER_VALUE__Your Airtable Table ID__>"
},
{
"id": "id-3",
"name": "reportRecipientEmail",
"type": "string",
"value": "<__PLACEHOLDER_VALUE__Email address for weekly reports__>"
}
]
},
"includeOtherFields": true
},
"typeVersion": 3.4
},
{
"id": "3b20014d-1f05-41f9-9360-36684182132a",
"name": "請求書データ抽出",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
0,
0
],
"parameters": {
"text": "Extract the following information from the uploaded invoice: vendor name, invoice date, total amount, currency, and line items (each with description, quantity, unit price, and total). Return the data in the structured format defined by the output parser.",
"options": {},
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 2.2
},
{
"id": "dc923a0a-f108-4220-a3cb-7b0fb65e8e87",
"name": "OpenAIチャットモデル - 請求書パーサー",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
16,
224
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "1QksFURwoDDzs6yl",
"name": "API獲得済み"
}
},
"typeVersion": 1.2
},
{
"id": "415ab90b-19e8-44bc-87c1-e3d38ddcfaba",
"name": "請求書データパーサー",
"type": "@n8n/n8n-nodes-langchain.outputParserStructured",
"position": [
144,
224
],
"parameters": {
"jsonSchemaExample": "{\n\t\"vendor\": \"Acme Corporation\",\n\t\"invoiceDate\": \"2024-01-15\",\n\t\"totalAmount\": 1250.50,\n\t\"currency\": \"USD\",\n\t\"lineItems\": [\n\t\t{\n\t\t\t\"description\": \"Product A\",\n\t\t\t\"quantity\": 2,\n\t\t\t\"unitPrice\": 500.00,\n\t\t\t\"total\": 1000.00\n\t\t},\n\t\t{\n\t\t\t\"description\": \"Product B\",\n\t\t\t\"quantity\": 1,\n\t\t\t\"unitPrice\": 250.50,\n\t\t\t\"total\": 250.50\n\t\t}\n\t]\n}"
},
"typeVersion": 1.3
},
{
"id": "103d5136-194e-45f5-98bf-d9a613521427",
"name": "請求書データ検証",
"type": "n8n-nodes-base.if",
"position": [
352,
112
],
"parameters": {
"options": {},
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": false,
"typeValidation": "loose"
},
"combinator": "and",
"conditions": [
{
"id": "id-1",
"operator": {
"type": "string",
"operation": "notEmpty"
},
"leftValue": "={{ $('Extract Invoice Data').item.json.vendor }}"
},
{
"id": "id-2",
"operator": {
"type": "number",
"operation": "gt"
},
"leftValue": "={{ $('Extract Invoice Data').item.json.totalAmount }}",
"rightValue": "0"
},
{
"id": "id-3",
"operator": {
"type": "string",
"operation": "notEmpty"
},
"leftValue": "={{ $('Extract Invoice Data').item.json.invoiceDate }}"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "0418ba62-d4f2-4764-9f28-ca138d1ed81c",
"name": "Airtableへの請求書保存",
"type": "n8n-nodes-base.airtable",
"position": [
576,
112
],
"parameters": {
"base": {
"__rl": true,
"mode": "id",
"value": "={{ $('Workflow Configuration').first().json.airtableBaseId }}"
},
"table": {
"__rl": true,
"mode": "id",
"value": "={{ $('Workflow Configuration').first().json.airtableTableId }}"
},
"columns": {
"value": {
"Vendor": "={{ $json.vendor }}",
"Currency": "={{ $json.currency }}",
"Line Items": "={{ JSON.stringify($json.lineItems) }}",
"Invoice Date": "={{ $json.invoiceDate }}",
"Total Amount": "={{ $json.totalAmount }}"
},
"mappingMode": "defineBelow"
},
"options": {},
"operation": "create"
},
"credentials": {
"airtableTokenApi": {
"id": "6I4nL72ldgd0L8Cz",
"name": "Airtable Personal Access Token account 3"
}
},
"typeVersion": 2.1
},
{
"id": "8c5c5d9f-00aa-461f-8446-66c8dad0d335",
"name": "週次レポートスケジュール",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
-592,
544
],
"parameters": {
"rule": {
"interval": [
{
"field": "weeks",
"triggerAtHour": 18
}
]
}
},
"typeVersion": 1.2
},
{
"id": "88035c13-ffdd-4ff6-a2b2-e9ab5cba0f9c",
"name": "週次請求書取得",
"type": "n8n-nodes-base.airtable",
"position": [
-336,
544
],
"parameters": {
"base": {
"__rl": true,
"mode": "id",
"value": "={{ $('Workflow Configuration').first().json.airtableBaseId }}"
},
"table": {
"__rl": true,
"mode": "id",
"value": "={{ $('Workflow Configuration').first().json.airtableTableId }}"
},
"options": {},
"operation": "search",
"filterByFormula": "IS_AFTER({Invoice Date}, DATEADD(TODAY(), -7, 'days'))"
},
"credentials": {
"airtableTokenApi": {
"id": "6I4nL72ldgd0L8Cz",
"name": "Airtable Personal Access Token account 3"
}
},
"typeVersion": 2.1
},
{
"id": "158e3e08-f784-4ecc-8bb5-8af9aa7f7d8d",
"name": "支出レポート生成",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
0,
544
],
"parameters": {
"text": "Analyze the weekly invoice data and generate a comprehensive spending report. Include: total spending for the week, breakdown by vendor, top 5 expenses, spending trends, and any notable observations. Format the report in a clear, professional manner suitable for email.",
"options": {},
"promptType": "define"
},
"typeVersion": 2.2
},
{
"id": "679779e5-a7b2-4bce-adbb-c3c5225617e0",
"name": "OpenAIチャットモデル - レポートジェネレーター",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-64,
672
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "1QksFURwoDDzs6yl",
"name": "API獲得済み"
}
},
"typeVersion": 1.2
},
{
"id": "1338103f-3774-4460-975e-dd92e7224e39",
"name": "週次レポートメール送信",
"type": "n8n-nodes-base.emailSend",
"position": [
448,
544
],
"webhookId": "3db8cea9-0a32-4cb5-93ad-98ae5a770278",
"parameters": {
"html": "={{ $json.output }}",
"options": {},
"subject": "=Weekly Spending Report - {{ $now.format('MMMM DD, YYYY') }}",
"toEmail": "={{ $('Workflow Configuration').first().json.reportRecipientEmail }}",
"fromEmail": "<__PLACEHOLDER_VALUE__Sender email address__>"
},
"typeVersion": 2.1
},
{
"id": "1fc7950b-8968-49fa-a7e3-f9922ca4ead0",
"name": "付箋",
"type": "n8n-nodes-base.stickyNote",
"position": [
752,
-192
],
"parameters": {
"width": 1072,
"height": 1392,
"content": "## Invoice Automation Kit: AI-Powered Invoice Processing and Weekly Reports\n\nThis n8n workflow is designed to automate invoice processing and streamline financial management. It leverages AI to extract key invoice data, validate it, and store it in Airtable. Additionally, it generates and emails weekly spending reports.\n\n### Who is it for?\n\nThis template is for small businesses, freelancers, or individuals looking to save time on manual invoice processing. It's ideal for anyone who wants to improve the accuracy of their financial data and maintain a clear overview of their spending.\n\n### How it Works / What it Does\n\nThis workflow consists of two main parts:\n\n1. **Invoice Data Extraction and Storage**:\n * **Invoice Upload Form**: Upload your invoices (PDF, PNG, JPG) via an n8n form.\n * **AI-Powered Data Extraction**: AI extracts key information such as vendor name, invoice date, total amount, currency, and line items (description, quantity, unit price, total) from the uploaded invoice.\n * **Data Validation**: The extracted data is validated to ensure it is complete and accurate.\n * **Store in Airtable**: Validated invoice data is saved in a structured format to your specified Airtable base and table.\n\n2. **Weekly Spending Report Generation and Email**:\n * **Weekly Report Schedule**: Automatically triggers every Sunday at 6 PM.\n * **Fetch Weekly Invoices**: Retrieves all invoices stored in Airtable within the last 7 days.\n * **AI-Powered Spending Report Generation**: Based on the retrieved invoice data, AI generates a comprehensive spending report, including total spending for the week, breakdown by vendor, top 5 expenses, spending trends, and any notable observations.\n * **Send Weekly Report Email**: The generated report is sent in a professional format to the configured recipient email address.\n\n### How to Set Up\n\n1. **Update Workflow Configuration Node**:\n * Replace `airtableBaseId` with your Airtable Base ID.\n * Replace `airtableTableId` with your Airtable Table ID.\n * Replace `reportRecipientEmail` with the email address that should receive the weekly reports.\n2. **Airtable Credentials**:\n * Set up your Airtable Personal Access Token credentials in the Airtable nodes.\n3. **OpenAI Credentials**:\n * Set up your OpenAI API key credentials in the OpenAI Chat Model nodes.\n4. **Email Credentials**:\n * Configure your email sending service (e.g., SMTP) credentials in the \"Send Weekly Report Email\" node and update the `fromEmail`.\n5. **Airtable Table Setup**:\n * Ensure your Airtable has a table set up with appropriate columns to store invoice data, such as \"Vendor\", \"Invoice Date\", \"Total Amount\", \"Currency\", and \"Line Items\".\n\n### Requirements\n\n* An n8n instance\n* An OpenAI account and API key\n* An Airtable account and Personal Access Token\n* An email sending service (e.g., SMTP server)\n\n### How to Customize the Workflow\n\n* **Adjust Information Extraction**: Edit the prompt in the \"Extract Invoice Data\" node to include additional information you wish to extract.\n* **Customize Report**: Adjust the prompt in the \"Generate Spending Report\" node to change specific analyses or formatting included in the report.\n* **Add Notifications**: Incorporate notification nodes to other services like Slack or Microsoft Teams to be alerted when an invoice is uploaded or a report is ready.\n* **Modify Validation Rules**: Edit the conditions in the \"Validate Invoice Data\" node to implement additional validation rules.\n\nHere's a visual representation of the workflow.\n"
},
"typeVersion": 1
},
{
"id": "0a533b31-bf95-45d5-b6ad-32ee369df522",
"name": "付箋1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-512,
-48
],
"parameters": {
"color": 3,
"height": 320,
"content": "## **Invoice Data Extraction and Storage**\n * **Invoice Upload Form**: Upload your invoices (PDF, PNG, JPG) via an n8n form."
},
"typeVersion": 1
},
{
"id": "1052cdb3-dd21-4b82-ab03-aa0e7fe31e1b",
"name": "付箋2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-96,
-112
],
"parameters": {
"color": 4,
"width": 384,
"height": 464,
"content": "## **AI-Powered Data Extraction**\n** AI extracts key information such as vendor name, invoice date, total amount, currency, and line items (description, quantity, unit price, total) from the uploaded invoice."
},
"typeVersion": 1
},
{
"id": "fc719679-9734-4e04-af38-356f7d71f79c",
"name": "付箋3",
"type": "n8n-nodes-base.stickyNote",
"position": [
512,
-32
],
"parameters": {
"color": 6,
"width": 224,
"height": 288,
"content": "## **Store in Airtable**\n**Validated invoice data is saved in a structured format to your specified Airtable base and table."
},
"typeVersion": 1
},
{
"id": "4ab481fd-2428-4343-83f6-076144131a0d",
"name": "付箋4",
"type": "n8n-nodes-base.stickyNote",
"position": [
304,
-32
],
"parameters": {
"width": 192,
"height": 288,
"content": "## **Data Validation**\n**The extracted data is validated to ensure it is complete and accurate."
},
"typeVersion": 1
},
{
"id": "b98c5fa0-8050-4885-a444-624b5933a450",
"name": "付箋5",
"type": "n8n-nodes-base.stickyNote",
"position": [
-400,
416
],
"parameters": {
"color": 4,
"width": 256,
"height": 288,
"content": "## **Fetch Weekly Invoices**\n**Retrieves all invoices stored in Airtable within the last 7 days."
},
"typeVersion": 1
},
{
"id": "3762e193-5bf8-4d31-bffb-00eaf1671082",
"name": "付箋6",
"type": "n8n-nodes-base.stickyNote",
"position": [
-112,
368
],
"parameters": {
"color": 6,
"width": 464,
"height": 432,
"content": "## **AI-Powered Spending Report Generation**\nBased on the retrieved invoice data, AI generates a comprehensive spending report, including total spending for the week, breakdown by vendor, top 5 expenses, spending trends, and any notable observations."
},
"typeVersion": 1
},
{
"id": "49aa8e47-049a-4528-b554-d5b88913955e",
"name": "付箋7",
"type": "n8n-nodes-base.stickyNote",
"position": [
384,
368
],
"parameters": {
"width": 224,
"height": 336,
"content": "## **Send Weekly Report Email**\n**The generated report is sent in a professional format to the configured recipient email address."
},
"typeVersion": 1
},
{
"id": "46d8ac5e-356a-4833-a554-9f5e3e437362",
"name": "付箋8",
"type": "n8n-nodes-base.stickyNote",
"position": [
-672,
416
],
"parameters": {
"height": 272,
"content": "## **Weekly Report Schedule**\n Automatically triggers every Sunday at 6 PM.\n "
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "c58557f6-707c-4e2f-b09b-547c7bd4f0e0",
"connections": {
"415ab90b-19e8-44bc-87c1-e3d38ddcfaba": {
"ai_outputParser": [
[
{
"node": "3b20014d-1f05-41f9-9360-36684182132a",
"type": "ai_outputParser",
"index": 0
}
]
]
},
"4f3cbf6b-6399-44c9-a09c-1cf906bfa22f": {
"main": [
[
{
"node": "9c465618-7758-44ac-a546-0011af01198c",
"type": "main",
"index": 0
}
]
]
},
"3b20014d-1f05-41f9-9360-36684182132a": {
"main": [
[
{
"node": "103d5136-194e-45f5-98bf-d9a613521427",
"type": "main",
"index": 0
}
]
]
},
"88035c13-ffdd-4ff6-a2b2-e9ab5cba0f9c": {
"main": [
[
{
"node": "158e3e08-f784-4ecc-8bb5-8af9aa7f7d8d",
"type": "main",
"index": 0
}
]
]
},
"103d5136-194e-45f5-98bf-d9a613521427": {
"main": [
[
{
"node": "0418ba62-d4f2-4764-9f28-ca138d1ed81c",
"type": "main",
"index": 0
}
]
]
},
"8c5c5d9f-00aa-461f-8446-66c8dad0d335": {
"main": [
[
{
"node": "88035c13-ffdd-4ff6-a2b2-e9ab5cba0f9c",
"type": "main",
"index": 0
}
]
]
},
"9c465618-7758-44ac-a546-0011af01198c": {
"main": [
[
{
"node": "3b20014d-1f05-41f9-9360-36684182132a",
"type": "main",
"index": 0
}
]
]
},
"158e3e08-f784-4ecc-8bb5-8af9aa7f7d8d": {
"main": [
[
{
"node": "1338103f-3774-4460-975e-dd92e7224e39",
"type": "main",
"index": 0
}
]
]
},
"dc923a0a-f108-4220-a3cb-7b0fb65e8e87": {
"ai_languageModel": [
[
{
"node": "3b20014d-1f05-41f9-9360-36684182132a",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"679779e5-a7b2-4bce-adbb-c3c5225617e0": {
"ai_languageModel": [
[
{
"node": "158e3e08-f784-4ecc-8bb5-8af9aa7f7d8d",
"type": "ai_languageModel",
"index": 0
}
]
]
}
}
}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
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。
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