File & Document Management Automation Workflows — Page 3 | Neura Market
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    File & Document Management Workflows

    Document processing and management

    • Automate QuickBooks Invoice PDF Archiving to Google Drive

      Streamline your document management by automatically saving QuickBooks invoice PDFs to Google Drive, ensuring secure and organized financial records.

      n8nFree

    • Automate Colombian Invoice Processing with Gmail and Google Workspace

      This workflow automates the extraction and organization of Colombian invoices received via Gmail, utilizing OpenAI and Google Workspace for efficient processing and storage.

      n8nFree

    • Effortlessly Convert Multi-Page PDFs to PNGs Using PDF.co API

      This workflow automates the conversion of each page in a multi-page PDF into high-quality PNG images using the PDF.co API, streamlining the process for quick and efficient document conversion.

      n8n

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  1. Automate Document Conversion to Markdown Using MinerU API and GPT-4o-mini

    This workflow automates the conversion of documents like PDFs and Word files into Markdown format using the MinerU API and GPT-4o-mini. It facilitates easy document uploads via an n8n chat interface, ensuring efficient and accurate markdown conversion.

    n8nFree

  2. Automate Recursive Google Drive Folder Duplication with Permission Retention

    This n8n workflow automates the duplication of Google Drive folders, including all nested subfolders and files, while preserving the original sharing permissions.

    n8nFree

  3. Automate Bulk File Uploads to Google Drive with Dynamic Folder Creation

    Streamline your file management by automatically uploading multiple files to Google Drive, with dynamic folder creation based on user input.

    n8nFree

  4. Get CSV from URL and Convert to Excel

    This workflow demonstrates the conversion of a CSV file to Excel format. First, an example CSV file is downloaded via a direct link. The source file is taken from the European Open Data Portal: [https://data.europa.eu/data/datasets/veranstaltungsplaetze-potsdam-potsdam?locale=en](https://data.europa.eu/data/datasets/veranstaltungsplaetze-potsdam-potsdam?locale=en) The binary data is then imported via the Spreadsheet File node and converted to Excel format. N.B. Note that as of version 1.23.0 of n8n, the Spreadsheet File node has been redesigned and is now called Convert to File node. Learn more on the release notes page: [https://docs.n8n.io/release-notes/#n8n1230](https://docs.n8n.io/release-notes/#n8n1230)

    n8nFree

  5. Automate Markdown Note Creation in Obsidian via Google Drive

    This workflow automatically converts n8n workflow outputs into Markdown notes, synchronizing them with your Obsidian Vault through Google Drive. Enhance your note-taking process by integrating AI for formatting and metadata generation.

    n8nFree

  6. Automate PDF to HTML Conversion with Google Drive and PDF.co

    This n8n workflow automates the conversion of newly uploaded PDF files in Google Drive to HTML format using PDF.co, and saves the converted files back to Google Drive.

    n8nFree

  7. Convert HTML to PDF and Deliver via Webhook

    This n8n workflow converts HTML content into a PDF using CustomJS and sends it back to the requester through a webhook.

    n8nFree

  8. Automate Video Transcription with Google Drive and VLM Run

    Streamline your video transcription process by automatically converting video files from Google Drive into text using VLM Run's AI capabilities and storing the results in Google Docs.

    n8nFree

  9. Parse and Extract Invoice Data with Nanonets OCR and Export to Excel

    This workflow contains community nodes that are only compatible with the self-hosted version of n8n. ## Description This workflow automates document processing and structured table extraction using the Nanonets API. You can submit a PDF file via an n8n form trigger or webhook—the workflow then forwards the document to Nanonets, waits for asynchronous parsing to finish, retrieves the results (including header fields and line items/tables), and returns the output as an Excel file. Ideal for automating invoice, receipt, or order data extraction with downstream business use. ## How It Works - A document is uploaded (via n8n form or webhook). - The PDF is sent to the Nanonets Workflow API for parsing. - The workflow waits until processing is complete. - Parsed results are fetched. Both top-level fields and any table rows/line items are extracted and restructured. - Data is exported to Excel format and delivered to the requester. ## Setup Steps 1. **Nanonets Account**: Register for a Nanonets account and set up a workflow for your specific document type (e.g., invoice, receipt). 2. **Credentials in n8n**: Add HTTP Basic Auth credentials in n8n for the Nanonets API (never store credentials directly in node parameters). 3. **Webhook/Form Configuration**: - Option 1: Configure and enable the included n8n Form Trigger node for document uploads. - Option 2: Use the included Webhook node to accept external POSTs with a PDF file. 4. **Adjust Workflow**: - Update any HTTP nodes to use your credential profile. - Insert your Nanonets Workflow ID in all relevant nodes. 5. **Test the Workflow**: Enable the workflow and try with a sample document. ## Features - Accepts documents via n8n Form Trigger or direct webhook POST. - Securely sends files to Nanonets for document parsing (credentials stored in n8n credentials manager). - Automatically waits for async processing, checking Nanonets until results are ready. - Extracts both header data and all table/line items into a tabular format. - Exports results as an Excel file download. - Modular nodes allow easy customization or extension. ## Prerequisites - **Nanonets account** with workflow configured for your document type. - **n8n** instance with HTTP Request, Webhook/Form, Code, and Excel/Spreadsheet nodes enabled. - **Valid HTTP Basic Auth credentials** saved in n8n for API access. ## Example Use Cases | Scenario | Benefit | |---------------------|----------------------------------------------| | Invoice Processing | Automated extraction of line items and totals| | Receipt Digitization| Parse amounts and charges for expense reports| | Purchase Orders | Convert scanned POs into structured Excel sheets| ## Notes - You must set up credentials in the n8n credentials manager—do not store API keys directly in nodes. - All configuration and endpoints are clearly explained with inline sticky notes in the workflow editor. - Easily adaptable for other document types or similar APIs—just modify endpoints and result mapping.

    n8nFree

  10. Automate HOA Lien Document Generation with n8n, Apify, and Google Workspace

    Streamline the lien filing process for Homeowners Associations by automating document retrieval, information extraction, and document generation using n8n, Apify, and Google Workspace.

    n8nFree

  11. Upload File to SharePoint Using Microsoft Graph API

    This n8n workflow template allows you to upload a photo to a SharePoint folder using the Microsoft Graph API. The workflow includes steps for authentication, retrieving a photo for testing purposes, setting the destination folder and file name, and uploading the photo. ## Who is this for? This workflow is ideal for users who need to automate the process of uploading images to SharePoint. It is particularly useful for developers, IT administrators, and anyone managing digital assets within a SharePoint environment. ## What problem is this workflow solving? / Use Case This workflow addresses the need to automate the uploading of photos to a specific SharePoint folder. By using the Microsoft Graph API, it ensures secure and efficient file management, reducing manual effort and potential errors. ## What this workflow does 1. **Trigger the Workflow**: The workflow starts when the user clicks the test workflow button. 2. **Set Configuration**: Sensitive data such as `TENANT_ID`, `CLIENT_ID`, and `CLIENT_SECRET` are set. 3. **Authentication**: Obtains an access token from Microsoft Graph API using the provided credentials. 4. **Get Photo**: Retrieves a sample photo from a URL for testing purposes. 5. **Set Destination**: Sets the target folder and file name for the photo upload. 6. **Upload Photo**: Uploads the photo to the specified SharePoint folder using the Microsoft Graph API. ## Setup ### Prerequisites 1. **Create an Application User**: Follow [this guide](https://learn.microsoft.com/en-us/power-platform/admin/manage-application-users) to create an application user. 2. **Set Permissions**: Ensure the following permissions are set: - `Sites.ReadWrite.All`: For SharePoint site access. - `Files.ReadWrite.All`: For file upload operations. ### Authentication For successful authentication, provide the following: - `TENANT_ID` - `CLIENT_ID` - `CLIENT_SECRET` **Note**: For demonstration purposes, these values are stored in a Set node. In a production environment, ensure the safety of such data using credentials, secure vaults, or other safe methods. ### Set Destination The destination is defined by two parameters: - `TARGET_FOLDER`: The folder path in SharePoint where the photo will be uploaded. - `FILE_NAME`: The name of the file to be uploaded. **Example**: - Desired file location: `https://contoso.sharepoint.com/uploads/pictures from n8n/example.jpg` - Set the following: - `TARGET_FOLDER` = `/uploads/pictures from n8n` - `FILE_NAME` = `example.jpg` ## How to Customize This Workflow to Your Needs 1. **Update Sensitive Data**: Replace the placeholder values for `TENANT_ID`, `CLIENT_ID`, and `CLIENT_SECRET` with your actual credentials. 2. **Change Destination**: Modify the `TARGET_FOLDER` and `FILE_NAME` parameters to match your desired upload location and file name. 3. **Test with Different Photos**: Update the URL in the Get Photo node to test with different images. ## Sticky Notes ### Workflow Overview This sticky note explains the overall purpose and dependencies of the workflow. ### Authentication Details This sticky note provides details on the authentication process and the importance of securing sensitive data. ### Set Destination Details This sticky note explains how to set the destination folder and file name for the photo upload. By following these guidelines, you can easily customize and use this workflow to automate photo uploads to SharePoint using the Microsoft Graph API.

    n8nFree

  12. Automate FTP File Transfers to Google Drive

    This workflow automates the transfer of files from an FTP server to Google Drive, ideal for backups, data migration, and file synchronization.

    n8nFree

  13. Automate Nested Folder Creation in OneDrive with Existence Check

    This workflow automates the creation of nested folders in OneDrive, ensuring only non-existing folders are created. Ideal for use as a sub-workflow in larger automation processes.

    n8nFree

  14. Convert JSON Objects to Base64 Strings with File Processing

    ## Encode JSON to Base64 String in n8n This example workflow demonstrates how to convert a JSON object into a base64-encoded string using n8n's built-in file processing capabilities. This is a common requirement when working with APIs, webhooks, or SaaS integrations that expect payloads to be base64-encoded. > **Tip:** The three green-highlighted nodes (Stringify → Convert to File → Extract from File) can be wrapped in a Subworkflow to create a reusable Base64 encoder in your own projects. --- ## Requirements - Any running n8n instance (local or cloud) - No credentials or external services required --- ## What This Workflow Does 1. Generates example JSON data 2. Converts the JSON to a string 3. Saves the string as a binary file 4. Extracts the file's contents as a base64 string 5. Outputs the base64 string on the final node --- ## Step-by-Step Setup 1. **Manual Trigger** Start the workflow using the `Manual Execution` node. This is useful for testing and development. 2. **Create JSON Data** The `Create Json Data` node uses raw mode to construct a sample object with all major JSON types: strings, numbers, booleans, nulls, arrays, nested objects, etc. 3. **Convert to String** The `Convert to String` node uses the expression `={{ JSON.stringify($json) }}` to flatten the object into a single string field named `json_text`. 4. **Convert to File** The `Convert to File` node takes the `json_text` value and saves it to a UTF-8 encoded binary file in the property `encoded_text`. 5. **Extract from File** This node takes the binary file and extracts its contents as a base64-encoded string. The result is saved in the `base64_text` field. --- ## Customization Tips - Replace the sample JSON in the `Create Json Data` node with your own payload structure. - To make this reusable, extract the three core nodes into a Subworkflow or wrap them in a custom Function. - Use the `base64_text` output field to post to APIs, store in databases, or include in webhook responses.

    n8nFree

  15. Manage Adobe Acrobat E-Signatures with Webhooks

    This workflow automatically manages Acrobat Sign signatures, responding with intent to Acrobat Sign webhooks. ## Prerequisites - [Adobe Acrobat Sign](https://www.adobe.com/sign.html) and [Sign webhook](https://helpx.adobe.com/sign/using/adobe-sign-webhooks-api.html) - Basic knowledge of JavaScript ## Nodes - [Webhook nodes](https://docs.n8n.io/integrations/core-nodes/n8n-nodes-base.webhook/) trigger the workflow on new sign intents on a document. - [Respond to Webhook node](https://docs.n8n.io/integrations/core-nodes/n8n-nodes-base.respondToWebhook/) sets the response headers. - [Function node](https://docs.n8n.io/integrations/core-nodes/n8n-nodes-base.function/) processes data returned by the previous node. - [Set node](https://docs.n8n.io/integrations/core-nodes/n8n-nodes-base.set/) sets the required values.

    n8nFree

  16. Convert JSON to an Excel File

    Send a simple JSON array via HTTP POST and get an Excel file. The default filename is Export.xlsx. By adding the (optional) request `?filename=xyz`, you can specify the filename. NOTE: Do not forget to change the webhook path!

    n8nFree

  17. Automate Email Export from Gmail to Google Drive as CSV

    This n8n workflow automates the export of emails from a specific sender in Gmail, formats the data, and uploads it as a CSV file to Google Drive.

    n8nFree

  18. Automate File Uploads to Digital Ocean Spaces via n8n Form

    This workflow automates the process of uploading files through an n8n form and saving them to Digital Ocean Spaces, ensuring they are publicly accessible.

    n8nFree

  19. Automate Gmail Attachment Uploads to Google Drive Without Coding

    Effortlessly upload multiple Gmail attachments to Google Drive using n8n's item handling and expression features, without any coding.

    n8nFree

  20. Import Odoo Product Images From Google Drive

    ## **Objective** This workflow automatically imports product images from Google Drive and associates them with templates and products in Odoo.

    n8nFree

  21. Monitor and Download Changed Files from Google Drive Automatically

    ## Description This workflow automates the download of new or updated files from a Google Drive folder, processing only files changed since the last run using a timestamp control file. ## How It Works - Triggered on a schedule. - Checks for a `n8n_last_run.txt` file in your Google Drive to read when the workflow last ran. - If missing, defaults to processing changes in the last 24 hours. - Searches for new or modified files in your specified folder. - Downloads new/changed files. - Replaces the timestamp file with the current time for future runs. ## Setup Steps 1. Set up your Google Drive credentials in n8n. 2. Find the Folder ID of the Google Drive folder you wish to monitor. 3. Edit all Google Drive nodes: - Select your credentials - Paste the Folder ID 4. Adjust the schedule trigger if needed. 5. Activate the workflow. ## Features - No duplicate file processing (idempotent) - Handles missing timestamp files - Clear logical structure in the editor - Modular, extendable design ## Prerequisites - Google Drive API credentials connected to n8n - Target Google Drive folder accessible by the credentials

    n8nFree
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