AI-Powered Purchase Order Automation from Outlook Excel Attachments

This n8n workflow streamlines the handling of purchase order submissions received via Outlook emails with XLSX attachments. It triggers on incoming emails to a shared inbox, downloads the form attachment, converts it to markdown for AI processing, and uses an LLM-powered extractor to parse key details like PO number, line items, and amounts.

A validation step checks for errors such as missing PO numbers or mismatched totals, automatically replying to the buyer with notifications if issues are found. Upon successful validation, it sends a confirmation email and forwards the structured data to internal ERP or other systems, eliminating manual data entry.

Ideal for businesses dealing with vendor or buyer-submitted forms, this workflow saves hours of tedious work, reduces errors, and integrates seamlessly without overhauling existing processes. Use cases include invoice processing, request forms, and procurement automation, making it perfect for procurement teams.