Extract & Classify Invoices & Receipts with Gmail, OpenAI & Google Drive

This n8n workflow streamlines invoice and receipt management for small businesses and freelancers by automating the process from Gmail emails. Upon webhook trigger with a date range, it creates a dedicated Google Drive folder and returns its URL. It then retrieves emails with attachments, applies optional filters (e.g., excluding specific addresses), and isolates PDF attachments.

Next, it leverages OpenAI's vision capabilities to classify each PDF as either an invoice or receipt based on content analysis. Classified files are uploaded to the corresponding subfolders in Google Drive, ensuring organized storage. Optionally, it forwards the files via email to specified recipients like accountants, reducing manual handling.

Benefits include significant time savings on document sorting, improved organization, and reduced errors in financial tracking. Ideal use cases: freelancers aggregating expenses, small businesses automating bookkeeping prep, or teams centralizing vendor invoices for quick audits. Requires Gmail, Google Drive, and OpenAI credentials; setup involves configuring node parameters like email forwarding addresses.