Extract Data from Trip Receipts with GPT-4.1-mini, Google Sheets & Email Notifications

# Automated Expense Reporting Workflow With GPT-4.1-mini ## ☀ Who's it for This workflow is designed for employees who need to submit expense claims for business trips. It automates the process of extracting data from receipts/invoices, logging it to a Google Sheet, and notifying the finance team via email. Ideal users: - Employees submitting business trip expense claims - HR or Admins reviewing travel-related reimbursements - Finance teams responsible for processing claims ## ℹ How it works / What it does 1. **Employee submits a form** with trip information (name, department, purpose, dates) and uploads one or more receipts/invoices (PDF). 2. **Uploaded files are saved to Google Drive** for record-keeping. 3. Each PDF is passed to a **DocClaim Assistant agent**, which uses GPT-4.0 and a structured parser to extract structured invoice data. 4. The data is **transformed and formatted** into a standard JSON structure. 5. Two parallel paths are followed: - Invoice records are appended to a **Google Sheet** for centralized tracking. - A detailed **HTML email** summarizing the trip and expenses is generated and sent to the **finance department** for claim processing. ## ✅ How to set up 1. **Create a form** to capture: - Employee Name - Department - Trip Purpose - From Date / To Date - Receipt/Invoice File Upload (multiple PDFs) 2. **Configure file upload node** to store files in a specific Google Drive folder. 3. **Set up DocClaim Agent** using: - GPT-4.0 or any LLM with document analysis capability - Output parser for standardizing extracted receipt data (e.g., vendor, total, tax, date) 4. **Transform extracted data** into a structured claim record (Code Node). 5. **Path 1**: Save records to a Google Sheet (one row per expense). 6. **Path 2**: - Format the employee + claim data into a dynamic **HTML email** - Use `Send Email` node to notify the finance department (e.g., `finance@yourcompany.com`) ## 📋 Requirements - n8n running with access to: - Google Drive API (for file uploads) - Google Sheets API (for logging expenses) - Email node (SMTP or Gmail for sending) - GPT-4.0 or equivalent LLM with document parsing ability - PDF invoices with clear formatting - Shared Google Sheet for claim tracking - Optional: Shared inbox for finance team ## © How to customize the workflow - **Add approval steps**: route the email to a manager before finance - **Attach original PDFs**: include uploaded files in the email as attachments - **Localize for other languages**: adapt form labels, email content, or parser prompts - **Sync to ERP or accounting system**: replace Google Sheet with QuickBooks, Xero, etc. - **Set limits/validation**: enforce max claim per trip or required fields before submission - **Auto-tag expenses**: add categories (e.g., travel, accommodation) for better reporting