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自动财务追踪器：同步收据、预测现金流并获取月度报告

高级

这是一个Invoice Processing, AI Summarization, Multimodal AI领域的自动化工作流，包含 17 个节点。主要使用 If, Set, Cron, Gmail, OpenAi 等节点。 使用Gmail、Google Sheets和GPT-4o月度报告的自动化财务追踪器

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

使用的节点 (17)

If
Set
Cron
Gmail
OpenAi
Function
EmailSend
StickyNote
GoogleSheets

分类

发票处理
AI 摘要总结
多模态 AI
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": {
    "templateCreatedBy": {
      "id": "template-creator",
      "name": "n8n Template Creator"
    },
    "templateCredentials": [
      "gmailOAuth2",
      "googleSheetsOAuth2Api",
      "openAiApi",
      "smtp"
    ]
  },
  "name": "自动财务追踪器：同步收据、预测现金流并获取月度报告",
  "nodes": [
    {
      "id": "sticky-description",
      "name": "📋 模板描述",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        50,
        50
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "id": "cron-trigger-node",
      "name": "月度报告触发器",
      "type": "n8n-nodes-base.cron",
      "position": [
        250,
        100
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "user-config",
      "name": "用户配置",
      "type": "n8n-nodes-base.set",
      "position": [
        50,
        200
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "id": "gmail-fetch-node",
      "name": "获取收据邮件",
      "type": "n8n-nodes-base.gmail",
      "position": [
        250,
        300
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "id": "gmail-get-attachments",
      "name": "获取带附件的邮件",
      "type": "n8n-nodes-base.gmail",
      "position": [
        450,
        300
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "id": "parse-email-body",
      "name": "解析邮件正文并检查附件",
      "type": "n8n-nodes-base.function",
      "position": [
        650,
        300
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "ai-extract-receipt",
      "name": "AI：提取收据数据 (GPT-4o)",
      "type": "n8n-nodes-base.openAi",
      "position": [
        850,
        300
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "clean-ai-output",
      "name": "清理并解析AI输出",
      "type": "n8n-nodes-base.function",
      "position": [
        1050,
        300
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "check-duplicates",
      "name": "检查重复项",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        1250,
        300
      ],
      "parameters": {},
      "typeVersion": 4
    },
    {
      "id": "filter-missing-vendor",
      "name": "过滤器：缺少供应商时跳过",
      "type": "n8n-nodes-base.if",
      "position": [
        1450,
        300
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "id": "append-to-sheet",
      "name": "追加到财务表格",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        1650,
        300
      ],
      "parameters": {},
      "typeVersion": 4
    },
    {
      "id": "generate-date-range",
      "name": "生成月份范围",
      "type": "n8n-nodes-base.function",
      "position": [
        450,
        100
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "read-finance-data",
      "name": "读取所有财务数据",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        650,
        100
      ],
      "parameters": {},
      "typeVersion": 4
    },
    {
      "id": "aggregate-monthly",
      "name": "汇总月度数据",
      "type": "n8n-nodes-base.function",
      "position": [
        850,
        100
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "ai-generate-insights",
      "name": "AI：生成洞察分析",
      "type": "n8n-nodes-base.openAi",
      "position": [
        1050,
        100
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "generate-chart",
      "name": "生成图表和最终数据",
      "type": "n8n-nodes-base.function",
      "position": [
        1250,
        100
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "email-report",
      "name": "发送月度报告",
      "type": "n8n-nodes-base.emailSend",
      "position": [
        1450,
        100
      ],
      "parameters": {},
      "typeVersion": 2
    }
  ],
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "v2.1-production-ready",
  "connections": {
    "Check for Duplicates": {
      "main": [
        [
          {
            "node": "Filter: Skip if Missing Vendor",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Fetch Receipt Emails": {
      "main": [
        [
          {
            "node": "Get Email with Attachments",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Generate Month Range": {
      "main": [
        [
          {
            "node": "Read All Finance Data",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "AI: Generate Insights": {
      "main": [
        [
          {
            "node": "Generate Chart & Final Data",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Read All Finance Data": {
      "main": [
        [
          {
            "node": "Aggregate Monthly Data",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Aggregate Monthly Data": {
      "main": [
        [
          {
            "node": "AI: Generate Insights",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Monthly Report Trigger": {
      "main": [
        [
          {
            "node": "Generate Month Range",
            "type": "main",
            "index": 0
          },
          {
            "node": "Fetch Receipt Emails",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Clean & Parse AI Output": {
      "main": [
        [
          {
            "node": "Check for Duplicates",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Get Email with Attachments": {
      "main": [
        [
          {
            "node": "Parse Email Body & Check Attachments",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Generate Chart & Final Data": {
      "main": [
        [
          {
            "node": "Send Monthly Report",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Filter: Skip if Missing Vendor": {
      "main": [
        [
          {
            "node": "Append to Finance Sheet",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "AI: Extract Receipt Data (GPT-4o)": {
      "main": [
        [
          {
            "node": "Clean & Parse AI Output",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Parse Email Body & Check Attachments": {
      "main": [
        [
          {
            "node": "AI: Extract Receipt Data (GPT-4o)",
            "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, 多模态 AI

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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工作流信息
难度等级
高级
节点数量17
分类3
节点类型9
难度说明

适合高级用户，包含 16+ 个节点的复杂工作流

作者
Shelly-Ann Davy

Shelly-Ann Davy

@SheCodesFlow

Founder of The Workflow Muse & @SheCodesFlow. I craft elegant, task-focused automations for creators, founders, and soft-tech enthusiasts. “Automate with grace. Scale with power.”

外部链接
在 n8n.io 查看 →

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