使用 Jotform、OpenAI 自动处理员工差旅费用报告/解析
高级
这是一个自动化工作流，包含 17 个节点。主要使用 Code, Gmail, GoogleDrive, GoogleSheets, JotFormTrigger 等节点。 使用 Jotform、GPT-4.1 mini 和 Google Sheets 实现员工差旅费用处理自动化
前置要求
- •Google 账号和 Gmail API 凭证
- •Google Drive API 凭证
- •Google Sheets API 凭证
- •OpenAI API Key
使用的节点 (17)
分类
-
工作流预览
可视化展示节点连接关系，支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
"id": "Xxg3JlB1tLokdTLX",
"meta": {
"instanceId": "277842713620d9f5554de3b1518b865a152c8c4db680008bd8aec536fc18b4a8"
},
"name": "使用 Jotform、OpenAI 自动处理员工差旅费用报告/解析",
"tags": [
{
"id": "KDDDkIQdfPrxgNg7",
"name": "Finance Workflow",
"createdAt": "2025-10-13T16:01:43.475Z",
"updatedAt": "2025-10-13T16:01:43.475Z"
}
],
"nodes": [
{
"id": "ae436ed6-120f-48be-b7e7-e804e9d7971a",
"name": "便签 5",
"type": "n8n-nodes-base.stickyNote",
"position": [
2304,
464
],
"parameters": {
"color": 6,
"width": 892,
"height": 496,
"content": "## 使用 AI 代理提取和解析发票"
},
"typeVersion": 1
},
{
"id": "02b1d929-bda6-4a7f-a65c-f43de6240c04",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
3952,
496
],
"parameters": {
"color": 3,
"width": 556,
"height": 336,
"content": "## 向财务团队发送报销摘要"
},
"typeVersion": 1
},
{
"id": "22dcfa29-8e16-408a-9b92-34a48b2658cf",
"name": "转换输出",
"type": "n8n-nodes-base.code",
"position": [
3376,
640
],
"parameters": {
"jsCode": "// Static or dynamic employee information\nconst profile = $('On form submission').first().json;\nconst employee = {\n name: profile[\"Employee Name\"],\n department: profile[\"Department\"],\n tripPurpose: profile[\"Trip Purpose\"],\n fromDate: profile[\"From Date\"],\n toDate: profile[\"To Date\"],\n};\n\n// Collect parsed expense outputs\nconst items = $input.all();\nconst expenses = items.map((item, index) => {\n const data = item.json.output;\n\n return {\n index: index + 1,\n expenseType: data.expense_type || \"\",\n vendor: data.vendor_name || \"\",\n invoiceNumber: data.invoice_number || \"\",\n receiptNumber: data.receipt_number || \"\",\n issueDate: data.issue_date || \"\",\n totalAmount: data.total_amount || 0,\n currency: data.currency || \"\",\n taxAmount: data.tax_amount || 0,\n paymentMethod: data.payment_method || \"\",\n location: data.location || \"\",\n notes: data.notes || \"\",\n items: data.itemized_descriptions || []\n };\n});\n\nreturn [\n {\n json: {\n employee,\n expenses\n }\n }\n];"
},
"typeVersion": 2
},
{
"id": "8e2b4203-b162-4a1b-97ae-4d99c40cb4ee",
"name": "上传文件",
"type": "n8n-nodes-base.googleDrive",
"position": [
2448,
256
],
"parameters": {
"name": "=invoice-{{ $now.toFormat(\"yyyyLLdd-HHmmss\") }}-{{$binary.data.fileName}}",
"driveId": {
"__rl": true,
"mode": "list",
"value": "My Drive"
},
"options": {},
"folderId": {
"__rl": true,
"mode": "list",
"value": "1IPcko8bzogO3W4mxhrW2Q017QA0Lc5MI",
"cachedResultUrl": "https://drive.google.com/drive/folders/1IPcko8bzogO3W4mxhrW2Q017QA0Lc5MI",
"cachedResultName": "SmartSales"
}
},
"typeVersion": 3
},
{
"id": "f466932a-518c-42fb-b4d5-5336fe13217e",
"name": "### 替换 Airtable 连接",
"type": "n8n-nodes-base.stickyNote",
"position": [
2304,
112
],
"parameters": {
"color": 5,
"width": 892,
"height": 320,
"content": "## 在 Google 表格中存储发票"
},
"typeVersion": 1
},
{
"id": "e22da4b4-536b-49f5-9fd5-ad9e42fa916b",
"name": "便签10",
"type": "n8n-nodes-base.stickyNote",
"position": [
3264,
496
],
"parameters": {
"color": 7,
"width": 620,
"height": 336,
"content": "## 转换并生成 HTML 电子邮件"
},
"typeVersion": 1
},
{
"id": "7e56bf01-4ba6-4beb-919b-786ce0ad2011",
"name": "从文件提取",
"type": "n8n-nodes-base.extractFromFile",
"position": [
2448,
640
],
"parameters": {
"options": {},
"operation": "pdf"
},
"typeVersion": 1
},
{
"id": "a384703f-fd64-4743-ad74-283d38d2ab1a",
"name": "在表格中添加行",
"type": "n8n-nodes-base.googleSheets",
"position": [
2928,
256
],
"parameters": {
"columns": {
"value": {},
"schema": [
{
"id": "EmployeeName",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "EmployeeName",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Department",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Department",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "TripPurpose",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "TripPurpose",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "FromDate",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "FromDate",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "ToDate",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "ToDate",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "FileName",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "FileName",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "DownloadURL",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "DownloadURL",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Size",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Size",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "SubmittedAt",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "SubmittedAt",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "autoMapInputData",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "append",
"sheetName": {
"__rl": true,
"mode": "list",
"value": "gid=0",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1qk6OebcuZkIRorf1k235ew88oZ-UlUJSyiHFqZYDbaU/edit#gid=0",
"cachedResultName": "Sheet1"
},
"documentId": {
"__rl": true,
"mode": "list",
"value": "1qk6OebcuZkIRorf1k235ew88oZ-UlUJSyiHFqZYDbaU",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1qk6OebcuZkIRorf1k235ew88oZ-UlUJSyiHFqZYDbaU/edit?usp=drivesdk",
"cachedResultName": "Invoices Tracking"
}
},
"typeVersion": 4.6
},
{
"id": "67200fe9-b12a-4c5a-998d-1b1791771f2b",
"name": "转换发票记录",
"type": "n8n-nodes-base.code",
"position": [
2688,
256
],
"parameters": {
"mode": "runOnceForEachItem",
"jsCode": "const claimForm = $('On form submission').first().json;\nreturn {\n EmployeeName: claimForm[\"Employee Name\"],\n Department: claimForm[\"Department\"],\n TripPurpose: claimForm[\"Trip Purpose\"],\n FromDate: claimForm[\"From Date\"],\n ToDate: claimForm[\"To Date\"],\n FileName: $json.name,\n DownloadURL: $json.webContentLink,\n Size: $json.size,\n SubmittedAt: claimForm[\"submittedAt\"]\n }"
},
"typeVersion": 2
},
{
"id": "87b360c0-219a-451e-8035-7de9a3d1d1c5",
"name": "结构化输出解析器",
"type": "@n8n/n8n-nodes-langchain.outputParserStructured",
"position": [
2928,
816
],
"parameters": {
"jsonSchemaExample": "{\n \"expense_type\": \"Hotel\",\n \"vendor_name\": \"Grand Central Hotel\",\n \"invoice_number\": \"INV-20250802-001\",\n \"receipt_number\": \"RCPT-56789\",\n \"issue_date\": \"2025-08-02\",\n \"total_amount\": 150.00,\n \"tax_amount\": 15.00,\n \"currency\": \"USD\",\n \"payment_method\": \"Credit Card\",\n \"location\": \"Hanoi, Vietnam\",\n \"trip_purpose\": \"Client Meeting\",\n \"trip_dates\": {\n \"from\": \"2025-08-02\",\n \"to\": \"2025-08-03\"\n },\n \"itemized_descriptions\": [\n {\n \"category\": \"Accommodation\",\n \"description\": \"1 night stay - Deluxe Room\",\n \"quantity\": 1,\n \"unit_price\": 120.00,\n \"line_total\": 120.00\n },\n {\n \"category\": \"Service Charge\",\n \"description\": \"Hotel service fee\",\n \"quantity\": 1,\n \"unit_price\": 10.00,\n \"line_total\": 10.00\n },\n {\n \"category\": \"Tax\",\n \"description\": \"VAT 10%\",\n \"quantity\": 1,\n \"unit_price\": 15.00,\n \"line_total\": 15.00\n }\n ],\n \"notes\": \"\"\n}"
},
"typeVersion": 1.3
},
{
"id": "1f1e51c8-918b-4284-b5b2-72cfceb4fb46",
"name": "创建 HTML 电子邮件模板",
"type": "n8n-nodes-base.code",
"position": [
3664,
640
],
"parameters": {
"jsCode": "const data = $input.first().json;\n\nconst { employee, expenses } = data;\n\n// Helper to generate expense summary rows\nconst expenseSummaryRows = expenses.map(expense => `\n <tr>\n <td>${expense.index}</td>\n <td>${expense.expenseType}</td>\n <td>${expense.vendor}</td>\n <td>${expense.issueDate}</td>\n <td>${expense.totalAmount}</td>\n <td>${expense.currency}</td>\n <td>${expense.taxAmount}</td>\n <td>${expense.paymentMethod}</td>\n </tr>\n`).join(\"\");\n\n// Helper to generate detailed tables for each expense\nconst expenseDetailSections = expenses.map(expense => {\n const itemRows = (expense.items || []).map(item => `\n <tr>\n <td>${item.category}</td>\n <td>${item.description}</td>\n <td>${item.quantity}</td>\n <td>${item.unit_price}</td>\n <td>${item.line_total}</td>\n </tr>\n `).join(\"\");\n\n return `\n <div style=\"margin-top:32px;\">\n <h4>Details for Expense #${expense.index} - ${expense.expenseType}</h4>\n <p><strong>Vendor:</strong> ${expense.vendor}</p>\n <p><strong>Invoice No.:</strong> ${expense.invoiceNumber}</p>\n <p><strong>Receipt No.:</strong> ${expense.receiptNumber}</p>\n <p><strong>Location:</strong> ${expense.location}</p>\n <p><strong>Notes:</strong> ${expense.notes}</p>\n <table border=\"1\" cellpadding=\"6\" cellspacing=\"0\" width=\"100%\" style=\"border-collapse:collapse;margin-top:10px;\">\n <thead>\n <tr style=\"background-color:#f4f4f4;\">\n <th>Category</th>\n <th>Description</th>\n <th>Qty</th>\n <th>Unit Price</th>\n <th>Line Total</th>\n </tr>\n </thead>\n <tbody>${itemRows}</tbody>\n </table>\n </div>\n `;\n}).join(\"\");\n\nconst html = `\n<!DOCTYPE html>\n<html>\n<head>\n <meta charset=\"UTF-8\" />\n <style>\n body { font-family: Arial, sans-serif; color: #333; }\n h2 { color: #0077b6; }\n table { width: 100%; border-collapse: collapse; margin-bottom: 24px; }\n th, td { padding: 8px; border: 1px solid #ddd; font-size: 14px; }\n th { background-color: #f4f4f4; text-align: left; }\n h4 { margin-bottom: 5px; margin-top: 30px; color: #444; }\n </style>\n</head>\n<body>\n\n <h2>Expense Claim Request</h2>\n\n <p><strong>Employee Name:</strong> ${employee.name}</p>\n <p><strong>Department:</strong> ${employee.department}</p>\n <p><strong>Trip Purpose:</strong> ${employee.tripPurpose}</p>\n <p><strong>Trip Dates:</strong> ${employee.fromDate} to ${employee.toDate}</p>\n\n <h3>Expense Summary</h3>\n <table>\n <thead>\n <tr>\n <th>#</th>\n <th>Type</th>\n <th>Vendor</th>\n <th>Issue Date</th>\n <th>Total</th>\n <th>Currency</th>\n <th>Tax</th>\n <th>Payment</th>\n </tr>\n </thead>\n <tbody>\n ${expenseSummaryRows}\n </tbody>\n </table>\n\n ${expenseDetailSections}\n\n <p style=\"margin-top:32px;\">Thank you,<br/>${employee.name}</p>\n\n</body>\n</html>\n`;\n\nreturn [{ json: { html } }];"
},
"typeVersion": 2
},
{
"id": "8869ddc8-9058-4fd0-a9f6-fd8cdf4ce152",
"name": "处理多个文件",
"type": "n8n-nodes-base.code",
"position": [
2080,
496
],
"parameters": {
"jsCode": "const data = $input.item.json;\nconst binaryData = $input.item.binary;\n\nlet output = [];\n\nObject.keys(binaryData)\n .filter(label => label.startsWith(\"Receipts___Invoices_\"))\n .forEach(label => {\n output.push({\n json: data,\n binary: { data: binaryData[label] }\n });\n });\n\nreturn output;"
},
"typeVersion": 2
},
{
"id": "55eb7432-ce93-470a-89f3-b97eba58f0bb",
"name": "GPT",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
2704,
816
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini",
"cachedResultName": "gpt-4.1-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "8IkhtT3EbXygnvcr",
"name": "Klinsman OpenAI"
}
},
"typeVersion": 1.2
},
{
"id": "2f1a67be-2e59-4c6c-b3a5-1e0604c0b45a",
"name": "JotForm 触发器",
"type": "n8n-nodes-base.jotFormTrigger",
"position": [
1760,
496
],
"webhookId": "fd91b6ad-cbf1-4889-b652-49a03a911722",
"parameters": {
"form": "252815424602048"
},
"credentials": {
"jotFormApi": {
"id": "cOSh16Q5l4e0EB1A",
"name": "Jotform jitesh@mediajade.com"
}
},
"typeVersion": 1
},
{
"id": "b84f4ee1-1b5c-462a-aa28-a3728f0278b1",
"name": "发送消息",
"type": "n8n-nodes-base.gmail",
"position": [
4160,
656
],
"webhookId": "fde82d4c-3a00-47f1-a5d0-af76e3916ba0",
"parameters": {
"message": "={{ $json.html }}",
"options": {},
"subject": "=Expense Claim Request - {{ $('Transform Output').item.json.employee.name }} – {{ $('Transform Output').item.json.employee.department }} - {{ $('Transform Output').item.json.employee.tripPurpose }}"
},
"credentials": {
"gmailOAuth2": {
"id": "PIMDNhXNj8Zyiz3G",
"name": "Gmail account - Deepanshi"
}
},
"typeVersion": 2.1
},
{
"id": "5d3b5722-a2a5-4bfe-91a6-629debcfe895",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
1648,
304
],
"parameters": {
"width": 336,
"height": 144,
"content": "## Jotform 触发器"
},
"typeVersion": 1
},
{
"id": "c4147239-207f-414e-b185-61137351bde9",
"name": "文档提取器",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
2720,
640
],
"parameters": {
"text": "=Extract all relevant information from thisreceipt or invoice below:\n---\n{{ $json.text }}\n---\nI need the output in a structured format suitable for generating a business expense claim report. Include fields like vendor name, invoice or receipt number, date, total amount, tax, payment method, currency, and item descriptions.",
"options": {
"systemMessage": "You are an intelligent document extraction assistant trained to accurately parse receipts and invoices from uploaded PDF files.\n\nYour task is to extract all relevant financial and business details typically required for expense reporting, including but not limited to:\n\nVendor Name\n\nInvoice Number / Receipt Number\n\nDate of Issue\n\nTotal Amount\n\nTax Amount\n\nCurrency\n\nPayment Method\n\nItemized Descriptions (each with name, quantity, price, and tax if available)\n\nInstructions:\n\nOutput the extracted data in a clean, structured JSON format.\n\nUse consistent and standardized field names (e.g., vendor_name, invoice_number, date, total_amount, currency, etc.).\n\nIf any field is missing or unreadable, include it with a null or empty string value — do not omit it.\n\nExclude all decorative, explanatory, or non-financial text.\n\nFocus on accuracy, completeness, and format consistency."
},
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 2.1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "65220257-464a-4790-8da1-35c58e263ceb",
"connections": {
"GPT": {
"ai_languageModel": [
[
{
"node": "Document Extractor",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Upload file": {
"main": [
[
{
"node": "Transform invoice record",
"type": "main",
"index": 0
}
]
]
},
"Send a message": {
"main": [
[]
]
},
"JotForm Trigger": {
"main": [
[
{
"node": "Handle multiple files",
"type": "main",
"index": 0
}
]
]
},
"Transform Output": {
"main": [
[
{
"node": "Create HTML Email Template",
"type": "main",
"index": 0
}
]
]
},
"Extract from File": {
"main": [
[
{
"node": "Document Extractor",
"type": "main",
"index": 0
}
]
]
},
"Document Extractor": {
"main": [
[
{
"node": "Transform Output",
"type": "main",
"index": 0
}
]
]
},
"Handle multiple files": {
"main": [
[
{
"node": "Upload file",
"type": "main",
"index": 0
},
{
"node": "Extract from File",
"type": "main",
"index": 0
}
]
]
},
"Structured Output Parser": {
"ai_outputParser": [
[
{
"node": "Document Extractor",
"type": "ai_outputParser",
"index": 0
}
]
]
},
"Transform invoice record": {
"main": [
[
{
"node": "Append row in sheet",
"type": "main",
"index": 0
}
]
]
},
"Create HTML Email Template": {
"main": [
[
{
"node": "Send a message",
"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
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-
节点类型10
作者
Jitesh Dugar
@jiteshdugarAI Automation Specialist - OpenAI, CRM & Automation Expert with a solid understanding of various tools that include Zapier, Make, Zoho CRM, Hubspot, Google Sheets, Airtable, Pipedrive, Google Analytics, and more.
外部链接
在 n8n.io 查看 →
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