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从Gmail标签使用GPT-4O + QuickBooks自动创建发票

高级

这是一个Invoice Processing, AI Summarization领域的自动化工作流，包含 23 个节点。主要使用 Code, Gmail, Quickbooks, Agent, ScheduleTrigger 等节点。 从Gmail标签使用GPT-4O + QuickBooks自动创建发票

前置要求
  • •Google 账号和 Gmail API 凭证
  • •OpenAI API Key

使用的节点 (23)

Code
Gmail
Quickbooks
StickyNote
Agent
ScheduleTrigger
LmChatOpenAi
OutputParserStructured

分类

发票处理
AI 摘要总结
工作流预览
可视化展示节点连接关系，支持缩放和平移
React Flow
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
  "meta": {
    "instanceId": "d6e2f2f655b1125bbcac14a4cac6d2e46c7a150e927f85fc96fdca1a6dc39e0e",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "5f0e5680-7bb4-4c96-b427-233f0fd35d9a",
      "name": "将客户添加到 QBO",
      "type": "n8n-nodes-base.quickbooks",
      "onError": "continueRegularOutput",
      "position": [
        540,
        500
      ],
      "parameters": {
        "operation": "create",
        "displayName": "={{ $json.output.company_name ? $json.output.company_name : $json.output.client_full_name }}",
        "additionalFields": {
          "BillAddr": {
            "details": {
              "City": "={{ $json.output.city }}",
              "Line1": "={{ $json.output.address_line_1 }}",
              "PostalCode": "={{ $json.output.postal_code }}",
              "CountrySubDivisionCode": "CA"
            }
          },
          "GivenName": "={{ $json.output.client_first_name }}",
          "FamilyName": "={{ $json.output.client_last_name }}",
          "CompanyName": "={{ $json.output.company_name ? $json.output.company_name : \"\" }}",
          "PrimaryPhone": "={{ $json.output.client_phone }}",
          "PrimaryEmailAddr": "={{ $json.output.client_email }}"
        }
      },
      "credentials": {
        "quickBooksOAuth2Api": {
          "id": "6ufAa1KkttZDj17m",
          "name": "QuickBooks Online account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "8d3af3f2-77ab-4788-8a92-2efc7be5ca42",
      "name": "获取带有\"需要发票\"标签的消息",
      "type": "n8n-nodes-base.gmail",
      "position": [
        220,
        20
      ],
      "webhookId": "1cb550a2-0c63-45a3-baa5-c04cd8d03f68",
      "parameters": {
        "simple": false,
        "filters": {
          "labelIds": [
            "Label_6581962793477761592"
          ]
        },
        "options": {},
        "operation": "getAll",
        "returnAll": true
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "YVZiLPppXZw84rIU",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "c76c499b-fd1b-440e-be22-3737a223c02c",
      "name": "OpenAI 聊天模型",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        60,
        720
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4o-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "XqsFFpRk48U68Fou",
          "name": "OpenAi account"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "6ef8c67e-c5ba-4dc0-97e9-eebfc1a47db0",
      "name": "结构化输出解析器",
      "type": "@n8n/n8n-nodes-langchain.outputParserStructured",
      "position": [
        280,
        720
      ],
      "parameters": {
        "schemaType": "manual",
        "inputSchema": "{\n\t\"type\": \"object\",\n\t\"properties\": {\n\t\t\"client_first_name\": {\n\t\t\t\"type\": \"string\"\n\t\t},\n        \"client_last_name\": {\n  \t\t\t\"type\": \"string\"\n  \t\t},\n        \"client_full_name\": {\n  \t\t\t\"type\": \"string\"\n  \t\t},\n        \"company_name\": {\n  \t\t\t\"type\": \"string\"\n  \t\t},\n        \"client_email\": {\n  \t\t\t\"type\": \"string\"\n  \t\t},\n        \"client_phone\": {\n  \t\t\t\"type\": \"string\"\n  \t\t},\n        \"address_line_1\": {\n  \t\t\t\"type\": \"string\"\n  \t\t},\n        \"city\": {\n  \t\t\t\"type\": \"string\"\n  \t\t},\n        \"province\": {\n  \t\t\t\"type\": \"string\"\n  \t\t},\n        \"postal_code\": {\n  \t\t\t\"type\": \"string\"\n  \t\t},\n        \"invoiceAmount\": {\n  \t\t\t\"type\": \"double\"\n  \t\t},\n        \"invoiceDescription\": {\n  \t\t\t\"type\": \"text\"\n  \t\t}\n\t}\n}"
      },
      "typeVersion": 1.2
    },
    {
      "id": "8e74cb95-64fa-4969-88ef-782631a1dbe9",
      "name": "查找现有客户",
      "type": "n8n-nodes-base.quickbooks",
      "position": [
        800,
        500
      ],
      "parameters": {
        "limit": 1,
        "filters": {
          "query": "=WHERE DisplayName = '{{ $('AI Agent: Extract Customer & Invoice Details').item.json.output.company_name ? $('AI Agent: Extract Customer & Invoice Details').item.json.output.company_name : $('AI Agent: Extract Customer & Invoice Details').item.json.output.client_full_name }}'"
        },
        "operation": "getAll"
      },
      "credentials": {
        "quickBooksOAuth2Api": {
          "id": "6ufAa1KkttZDj17m",
          "name": "QuickBooks Online account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "4c7cb8d6-97d2-49a7-9307-9faeb04b2573",
      "name": "创建新发票",
      "type": "n8n-nodes-base.quickbooks",
      "position": [
        1060,
        520
      ],
      "parameters": {
        "Line": [
          {
            "Amount": "={{ $('AI Agent: Extract Customer & Invoice Details').item.json.output.invoiceAmount }}",
            "itemId": "13",
            "DetailType": "SalesItemLineDetail",
            "TaxCodeRef": "5",
            "Description": "={{ $('AI Agent: Extract Customer & Invoice Details').item.json.output.invoiceDescription }}"
          }
        ],
        "resource": "invoice",
        "operation": "create",
        "CustomerRef": "={{ $json.Id ? $json.Id : $('Add Client to QBO').item.json.Id }}",
        "additionalFields": {
          "DueDate": "={{ $now }}"
        }
      },
      "credentials": {
        "quickBooksOAuth2Api": {
          "id": "6ufAa1KkttZDj17m",
          "name": "QuickBooks Online account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "1df01733-3f95-478f-bc2e-2eba2d3da4a9",
      "name": "下载发票",
      "type": "n8n-nodes-base.quickbooks",
      "position": [
        640,
        940
      ],
      "parameters": {
        "download": true,
        "fileName": "=Invoice - {{ $json.CustomerRef.name ? $json.CustomerRef.name : $json.TxnDate }}.pdf",
        "resource": "invoice",
        "invoiceId": "={{ $json.Id }}",
        "binaryProperty": "invoice"
      },
      "credentials": {
        "quickBooksOAuth2Api": {
          "id": "6ufAa1KkttZDj17m",
          "name": "QuickBooks Online account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "6ca60364-5d5b-45e0-9d73-63c34b20c47d",
      "name": "撰写给客户的草稿回复",
      "type": "n8n-nodes-base.gmail",
      "position": [
        920,
        940
      ],
      "webhookId": "433b7c52-32b5-4bac-8d88-9b0cc63da43b",
      "parameters": {
        "message": "=<p>Hello {{ $('AI Agent: Extract Customer & Invoice Details').item.json.output.client_first_name }},</p>\n<p>Please see attached for your invoice:</p>\n<p>Best,<br>An Efficient Person</p>",
        "options": {
          "threadId": "={{ $('Combine all Messages in a Thread').item.json.threadId }}",
          "attachmentsUi": {
            "attachmentsBinary": [
              {
                "property": "invoice"
              }
            ]
          }
        },
        "subject": "=",
        "resource": "draft",
        "emailType": "html"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "YVZiLPppXZw84rIU",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "f5c6f49d-5e21-48ae-bc4e-750cd4d5bd4a",
      "name": "定时触发器",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        -40,
        20
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "hours"
            }
          ]
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "c01cc24c-99cd-4c16-80db-db71a6362859",
      "name": "AI 代理：提取客户和发票详细信息",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        60,
        500
      ],
      "parameters": {
        "options": {
          "systemMessage": "You are a helpful assistant who needs to create an invoice based on the email(s) provided. Please extract the necessary details to create an invoice:\n- Customer name and/or company name (if provided) (Required)\n- The amount of the invoice before taxes (Required)\n- The description of the product/service being purchased\n- Billing Address\n- client phone number\n- client email address\n- "
        },
        "hasOutputParser": true
      },
      "typeVersion": 1.9
    },
    {
      "id": "60aeb85f-b6ef-4c47-bb88-d2431a95f7f2",
      "name": "移除\"需要发票\"标签",
      "type": "n8n-nodes-base.gmail",
      "position": [
        1180,
        940
      ],
      "webhookId": "406d3985-d16c-421e-b6a8-5e36b5df7db8",
      "parameters": {
        "labelIds": [
          "Label_6581962793477761592"
        ],
        "resource": "thread",
        "threadId": "={{ $json.message.threadId }}",
        "operation": "removeLabels"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "YVZiLPppXZw84rIU",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "13d90021-d6b4-464c-bbf4-d2866e4452b8",
      "name": "便签",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -800,
        -280
      ],
      "parameters": {
        "width": 660,
        "height": 1700,
        "content": "## 使用 AI + QuickBooks 自动从带标签的邮件创建和草拟发票"
      },
      "typeVersion": 1
    },
    {
      "id": "124c54fc-301d-48dc-8569-083ae9350cbf",
      "name": "便签1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -100,
        -160
      ],
      "parameters": {
        "color": 7,
        "height": 360,
        "content": "## 计划"
      },
      "typeVersion": 1
    },
    {
      "id": "3657dde0-5110-4ea8-95bc-0301e9da5045",
      "name": "便签2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        160,
        -160
      ],
      "parameters": {
        "color": 7,
        "height": 360,
        "content": "## Gmail"
      },
      "typeVersion": 1
    },
    {
      "id": "4d6af4d6-99a3-418b-9e05-7364ae71df30",
      "name": "便签3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        420,
        -160
      ],
      "parameters": {
        "color": 7,
        "height": 360,
        "content": "## 合并所有消息"
      },
      "typeVersion": 1
    },
    {
      "id": "1adecc9c-446b-4f4d-a9dd-c333773ca0e3",
      "name": "合并会话中的所有消息",
      "type": "n8n-nodes-base.code",
      "position": [
        480,
        40
      ],
      "parameters": {
        "jsCode": "const threads = {};\n\nfor (const item of items) {\n  const msg = item.json;\n  const threadId = msg.threadId;\n\n  if (!threads[threadId]) {\n    threads[threadId] = [];\n  }\n\n  // Add To and From Addresses\n  let finalMessage = \"From: \" + msg.headers.from;\n  finalMessage += \"To: \" + msg.headers.to;\n  finalMessage += \"Message: \" + msg.textAsHtml\n\n  threads[threadId].push(finalMessage);\n}\n\nreturn Object.keys(threads).map(threadId => ({\n  json: {\n    threadId,\n    chatInput: threads[threadId],\n  }\n}));\n"
      },
      "typeVersion": 2
    },
    {
      "id": "276e3175-c11a-4ae9-94ab-9703e20b89bf",
      "name": "便签说明4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        20,
        300
      ],
      "parameters": {
        "color": 7,
        "width": 440,
        "height": 560,
        "content": "## AI 代理：提取客户和发票详细信息"
      },
      "typeVersion": 1
    },
    {
      "id": "de08bb58-b868-4c70-80b9-b63c5f607856",
      "name": "便签说明5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        480,
        300
      ],
      "parameters": {
        "color": 7,
        "height": 380,
        "content": "## 将客户添加到 QBO"
      },
      "typeVersion": 1
    },
    {
      "id": "3344c904-9c17-4cf0-9d15-bbf1ce4d856d",
      "name": "便签 6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        740,
        300
      ],
      "parameters": {
        "color": 7,
        "height": 380,
        "content": "## 查找现有客户"
      },
      "typeVersion": 1
    },
    {
      "id": "88e1b763-ca25-4e0e-8881-d03d32003f14",
      "name": "便签 7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1000,
        300
      ],
      "parameters": {
        "color": 7,
        "height": 380,
        "content": "## 创建新发票"
      },
      "typeVersion": 1
    },
    {
      "id": "cb087959-e777-4749-b734-d31ed64c09c1",
      "name": "## 为什么选择 4o 模型？👆",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        600,
        760
      ],
      "parameters": {
        "color": 7,
        "height": 360,
        "content": "## 下载发票"
      },
      "typeVersion": 1
    },
    {
      "id": "b7a83ee4-678a-4477-9b54-a21dd6099412",
      "name": "便签 9",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        860,
        760
      ],
      "parameters": {
        "color": 7,
        "height": 360,
        "content": "## 撰写给客户的草稿回复"
      },
      "typeVersion": 1
    },
    {
      "id": "4faa7895-c3dd-4607-9f55-35ee5e19728e",
      "name": "便签10",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1120,
        760
      ],
      "parameters": {
        "color": 7,
        "height": 360,
        "content": "## 移除\"需要发票\"标签"
      },
      "typeVersion": 1
    }
  ],
  "pinData": {},
  "connections": {
    "Download Invoice": {
      "main": [
        [
          {
            "node": "Write Draft Reply to Client",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Schedule Trigger": {
      "main": [
        [
          {
            "node": "Get Messages w/ Invoice Needed Label",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Add Client to QBO": {
      "main": [
        [
          {
            "node": "Find Existing Customer",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "AI Agent: Extract Customer & Invoice Details",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Create A New Invoice": {
      "main": [
        [
          {
            "node": "Download Invoice",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Find Existing Customer": {
      "main": [
        [
          {
            "node": "Create A New Invoice",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Structured Output Parser": {
      "ai_outputParser": [
        [
          {
            "node": "AI Agent: Extract Customer & Invoice Details",
            "type": "ai_outputParser",
            "index": 0
          }
        ]
      ]
    },
    "Write Draft Reply to Client": {
      "main": [
        [
          {
            "node": "Remove Invoice Needed Label",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Combine all Messages in a Thread": {
      "main": [
        [
          {
            "node": "AI Agent: Extract Customer & Invoice Details",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Get Messages w/ Invoice Needed Label": {
      "main": [
        [
          {
            "node": "Combine all Messages in a Thread",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "AI Agent: Extract Customer & Invoice Details": {
      "main": [
        [
          {
            "node": "Add Client to QBO",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
常见问题

如何使用这个工作流？

复制上方的 JSON 配置代码，在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」，粘贴配置后根据需要修改凭证设置即可。

这个工作流适合什么场景？

高级 - 发票处理, AI 摘要总结

需要付费吗？

本工作流完全免费，您可以直接导入使用。但请注意，工作流中使用的第三方服务（如 OpenAI API）可能需要您自行付费。

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高级
节点数量23
分类2
节点类型8
难度说明

适合高级用户，包含 16+ 个节点的复杂工作流

作者
Rosh Ragel

Rosh Ragel

@roshragel
外部链接
在 n8n.io 查看 →

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