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Library / Finance, Invoices & Accounting

Finance, Invoices & Accounting

Extract Invoice Data from Drive with Claude and OpenAI

When a new invoice file lands in a Google Drive folder, Claude and OpenAI extract its details into Google Sheets and notify you on Telegram.

What it does

📥 Invoice Intake & Notification Workflow This automated n8n workflow monitors a Google Drive folder for newly uploaded invoice PDFs, extracts essential information (like client name, invoice number, amount, due date), logs the data into a Google Sheet for recordkeeping, and sends a formatted Telegram message to notify the billing team. For step-by-step video build of workflows like this: https://www.youtube.com/@automatewithmarc ✅ What This Workflow Does 🕵️ Watches a Google Drive folder for new invoice files 📄 Extracts data from PDF invoices using AI (LangChain Information Extractor) 📊 Appends extracted data into a structured Google Sheet 💬 Notifies the billing team via Telegram with invoice details 🤖 Optionally uses Claude Sonnet AI model to format human-friendly summaries ⚙️ How It Works – Step-by-Step Trigger: Workflow starts when a new PDF invoice is added to a specific Google Drive folder. Download & Parse: The file is downloaded and its content extracted. Data Extraction: AI-powered extractor pulls invoice details (invoice number, client, date, amount, etc.). Log to Google Sheets: All extracted data is appended to a predefined Google Sheet. AI Notification Formatting: An Anthropic Claude model formats a clear invoice notification message. Telegram Alert: The formatted summary is sent to a Telegram channel or group to alert the billing team. 🧠 AI & Tools Used Google Drive Trigger & File Download PDF Text Extraction Node LangChain Information Extractor Google Sheets Node (Append Data) Anthropic Claude (Telegram Message Formatter) Telegram Node (Send Notification) 🛠️ Setup Instructions Google Drive: Set up OAuth2 credentials and specify the folder ID to watch. Google Sheets: Link the workflow to your invoice tracking sheet. Telegram: Set up your Telegram bot and obtain the chat ID. Anthropic & OpenAI: Add your Claude/OpenAI credentials if formatting is enabled. 💡 Use Cases Automated bookkeeping and invoice tracking Real-time billing alerts for accounting teams AI-powered invoice ingestion and summary

The steps

  1. Extract from File
  2. Google Drive Trigger
  3. Google Drive
  4. Information Extractor
  5. OpenAI Chat Model
  6. Google Sheets
  7. No Operation, do nothing
  8. Anthropic Chat Model
  9. Anthropic Agent
  10. Telegram

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