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Darmowy szablon automatyzacji

Faktury z Gmaila do Dysku i Arkuszy Google

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Automatyzacja przetwarzania faktur: Gmail do Drive i Google Sheets

Ten szablon automatyzacji pozwala na automatyczne przetwarzanie faktur otrzymywanych pocztą elektroniczną. Zapisuje załączniki w formacie PDF w Google Drive, a następnie wykorzystuje sztuczną inteligencję OpenAI GPT-4o do wyodrębnienia kluczowych danych faktury do arkusza Google Sheets.

Przykłady zastosowań

Automatyzacja przetwarzania faktur znajduje zastosowanie w wielu obszarach działalności biznesowej. Oto najważniejsze przypadki użycia:

  • Automatyczne zarządzanie i śledzenie faktur otrzymywanych pocztą elektroniczną
  • Utrzymywanie ustrukturyzowanej bazy danych wszystkich informacji o fakturach
  • Organizacja cyfrowych kopii faktur w Google Drive
  • Eliminacja ręcznego wprowadzania danych podczas przetwarzania faktur
  • Automatyczne tworzenie archiwum dokumentów księgowych
  • Generowanie raportów finansowych na podstawie zebranych danych
  • Integracja z systemami ERP poprzez eksport danych z arkusza

Wymagane zasoby

  • Konto Gmail
  • Konto Google Drive
  • Konto Google Sheets
  • Klucz API OpenAI

Instrukcja konfiguracji

Wymagania wstępne

  • Aktywne konta Gmail, Google Drive i Google Sheets
  • Klucz API OpenAI (dostęp do modelu GPT-4o)
  • Instancja n8n z menedżerem poświadczeń

Kroki konfiguracji

Konfiguracja Gmail i Google Drive
  1. Połącz swoje konto Gmail w menedżerze poświadczeń n8n
  2. Połącz swoje konto Google Drive z odpowiednimi uprawnieniami
  3. Utwórz folder docelowy w Google Drive do przechowywania faktur
Konfiguracja Google Sheets
  1. Połącz swoje konto Google Sheets
  2. Utwórz arkusz z kolumnami: Data faktury, Opis faktury, Cena całkowita, Plik
  3. Skopiuj ID swojego arkusza do konfiguracji
Konfiguracja OpenAI
  1. Dodaj swój klucz API OpenAI do menedżera poświadczeń n8n
Konfiguracja filtra e-mail
  1. Zaktualizuj węzeł filtra e-mail, aby dopasować go do wymagań dotyczących nadawcy

Korzyści

  • Oszczędność czasu: Eliminuje ręczne pobieranie, archiwizowanie i wprowadzanie danych
  • Dokładność: Wyodrębnianie danych wspomagane AI zmniejsza ryzyko błędów ludzkich
  • Organizacja: Spójne nazewnictwo plików i struktura przechowywania
  • Możliwość wyszukiwania: Tworzy przeszukiwalną bazę danych wszystkich informacji o fakturach
  • Automatyzacja: Działa co minutę, przetwarzając nowe wiadomości e-mail w miarę ich nadsyłania

Powiązane szablony

  • Parser e-mail do CRM
  • Workflow przetwarzania dokumentów
  • Automatyzacja danych finansowych

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"attachment_0"n : "attachment_1" }}","nodeCredentialType":"googleDriveOAuth2Api"},"credentials":{"googleDriveOAuth2Api":{"id":"p5I6S4YkJps1zvwz","name":"Google Drive account 2"}},"retryOnFail":true,"typeVersion":4.2},{"id":"22df6933-a0c7-4cce-8114-5332038a14c3","name":"Rename file1","type":"n8n-nodes-base.googleDrive","position":[400,0],"parameters":{"fileId":{"__rl":true,"mode":"id","value":"={{ $json.id }}"},"options":{},"operation":"update","newUpdatedFileName":"={{ $('Setup1').item.json.subject }}_invoice_{{ $now.format('yyyy-MM-dd') }}.pdf"},"credentials":{"googleDriveOAuth2Api":{"id":"p5I6S4YkJps1zvwz","name":"Google Drive account 2"}},"typeVersion":3},{"id":"ce6a6a4c-17ba-4cf7-b07a-97b9d8d80844","name":"Move to the correct folder1","type":"n8n-nodes-base.googleDrive","position":[580,0],"parameters":{"fileId":{"__rl":true,"mode":"id","value":"={{ $json.id }}"},"driveId":{"__rl":true,"mode":"list","value":"My Drive","cachedResultUrl":"https://drive.google.com/drive/my-drive","cachedResultName":"My Drive"},"folderId":{"__rl":true,"mode":"list","value":"1fCWCdqrFP3WrjjLc-gJtxMaiaF5lh8Ko","cachedResultUrl":"","cachedResultName":"2025"},"operation":"move"},"credentials":{"googleDriveOAuth2Api":{"id":"p5I6S4YkJps1zvwz","name":"Google Drive account 2"}},"typeVersion":3},{"id":"e64aac5c-a314-46b6-b7db-fc0d6f450e1f","name":"Gmail","type":"n8n-nodes-base.gmail","position":[1240,0],"webhookId":"556cbee3-8de0-4645-9e91-e7c0c252f2ab","parameters":{"messageId":"={{ $('Gmail Trigger1').item.json.id }}","operation":"markAsRead"},"credentials":{"gmailOAuth2":{"id":"v8YJP3VfeGtRk5la","name":"Gmail account"}},"typeVersion":2.1},{"id":"ea74cfc1-0305-418d-9f5f-bffcfb3bb2c7","name":"Extract from File2","type":"n8n-nodes-base.extractFromFile","position":[1200,-180],"parameters":{"options":{},"operation":"pdf"},"typeVersion":1},{"id":"0398d982-78fd-4830-b5cf-271195af80fd","name":"Google Drive","type":"n8n-nodes-base.googleDrive","position":[800,0],"parameters":{"fileId":{"__rl":true,"mode":"id","value":"={{ $json.id }}"},"options":{},"operation":"download"},"credentials":{"googleDriveOAuth2Api":{"id":"p5I6S4YkJps1zvwz","name":"Google Drive account 2"}},"typeVersion":3},{"id":"3b4a96d4-a6ee-486a-a795-fe410ccc38b2","name":"OpenAI Model","type":"@n8n/n8n-nodes-langchain.lmOpenAi","position":[1740,20],"parameters":{"model":{"__rl":true,"mode":"list","value":"gpt-4o","cachedResultName":"gpt-4o"},"options":{"temperature":0}},"credentials":{"openAiApi":{"id":"XJdxgMSXFgwReSsh","name":"n8n key"}},"typeVersion":1},{"id":"a7dd0d95-5e79-4bd2-a8a6-2178264d19fc","name":"Structured Output Parser","type":"@n8n/n8n-nodes-langchain.outputParserStructured","position":[1940,40],"parameters":{"jsonSchema":"{n "Invoice date": { "type": "date" },n "Invoice description": { "type": "string" },n "Total price": { "type": "number" },n "Fichero": { "type": "string" }n}"},"typeVersion":1.1},{"id":"68d98f4c-e679-48e3-a1a1-529cda4e31a4","name":"Append to Reconciliation Sheet","type":"n8n-nodes-base.googleSheets","position":[2280,-140],"parameters":{"columns":{"value":{},"schema":[{"id":"Invoice date","type":"string","display":true,"removed":false,"required":false,"displayName":"Invoice date","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Invoice Description","type":"string","display":true,"removed":false,"required":false,"displayName":"Invoice Description","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Total price","type":"string","display":true,"removed":false,"required":false,"displayName":"Total price","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Fichero","type":"string","display":true,"removed":false,"required":false,"displayName":"Fichero","defaultMatch":false,"canBeUsedToMatch":true}],"mappingMode":"autoMapInputData","matchingColumns":[],"attemptToConvertTypes":false,"convertFieldsToString":false},"options":{},"operation":"append","sheetName":{"__rl":true,"mode":"id","value":"gid=0"},"documentId":{"__rl":true,"mode":"list","value":"1gIUnjSWUhsoTOVVd4ZoVjARCGQfGE8s7FWcju3lNajM","cachedResultUrl":"","cachedResultName":"facturas"}},"credentials":{"googleSheetsOAuth2Api":{"id":"3IOU2VjBnR4hGohx","name":"Google Sheets account"}},"typeVersion":4.3},{"id":"80e1c8f4-b593-4c5f-b9e2-f3b7996ee6d4","name":"Sticky Note2","type":"n8n-nodes-base.stickyNote","position":[1680,-400],"parameters":{"color":7,"width":805.0578351924228,"height":656.5014186128178,"content":"## 3. Use LLMs to Extract Values from Datan[Read more about Basic LLM Chain](https://docs.n8n.io/integrations/builtin/cluster-nodes/root-nodes/n8n-nodes-langchain.chainllm/)nnLarge language models are perfect for data extraction tasks as they can work across a range of document layouts without human intervention. The extracted data can then be sent to a variety of datastores such as spreadsheets, accounting systems and/or CRMs.nn**Tip:** The "Structured Output Parser" ensures the AI output can beninserted to our spreadsheet without additional clean up and/or formatting. "},"typeVersion":1},{"id":"3754e10e-a233-4ce0-bc79-bb5c01db9695","name":"Map Output","type":"n8n-nodes-base.set","position":[2080,-140],"parameters":{"mode":"raw","options":{},"jsonOutput":"={{ $json.output }}"},"typeVersion":3.3},{"id":"a42ff16f-d0df-4b6d-9a36-849f85d1facc","name":"Apply Data Extraction Rules","type":"@n8n/n8n-nodes-langchain.chainLlm","position":[1740,-140],"parameters":{"text":"=Given the following invoice in the xml tags, extract the following information as listed below.nIf you cannot the information for a specific item, then leave blank and skip to the next. nn* Invoice daten* Invoice Description: {{ $('Rename file1').item.json.name }}n* Total pricen* Fichero: =HYPERLINK("https://drive.google.com/file/d/{{ $('Move to the correct folder1').item.json.id }}/view", "Ver Documento")nnn{{ $json.text }}","promptType":"define","hasOutputParser":true},"typeVersion":1.4},{"id":"f6de5d5a-d2dc-4590-8f46-3f250b8fca9f","name":"Sticky Note6","type":"n8n-nodes-base.stickyNote","position":[1860,0],"parameters":{"width":192.26896179623753,"height":213.73043662572252,"content":"nnnnnnnnnnnn**Need more attributes?**nChange it here!"},"typeVersion":1},{"id":"255fe8c1-5bd7-41cc-b1f9-c8956b5ad101","name":"Only invoice mails with attachments","type":"n8n-nodes-base.if","position":[0,120],"parameters":{"options":{},"conditions":{"options":{"version":1,"leftValue":"","caseSensitive":true,"typeValidation":"strict"},"combinator":"or","conditions":[{"id":"229200d1-ec13-4970-ae0e-2c8e17da0bdf","operator":{"type":"string","operation":"contains"},"leftValue":"={{ $('Gmail Trigger1').item.json.headers['content-type'] }}","rightValue":"multipart/mixed"},{"id":"new-condition","operator":{"type":"boolean","operation":"isNotEmpty"},"leftValue":"={{ $json.attachments }}"}]}},"typeVersion":2.1}],"active":true,"pinData":{},"settings":{"executionOrder":"v1"},"versionId":"eb152808-e993-4e18-9dd8-10f21df57bf1","connections":{"Gmail":{"main":[[]]},"Setup1":{"main":[[{"node":"Only invoice mails with attachments","type":"main","index":0}]]},"Map Output":{"main":[[{"node":"Append to Reconciliation Sheet","type":"main","index":0}]]},"Google Drive":{"main":[[{"node":"Extract from File2","type":"main","index":0}]]},"OpenAI Model":{"ai_languageModel":[[{"node":"Apply Data Extraction Rules","type":"ai_languageModel","index":0}]]},"Rename file1":{"main":[[{"node":"Move to the correct folder1","type":"main","index":0}]]},"Gmail Trigger1":{"main":[[{"node":"Setup1","type":"main","index":0}]]},"Extract from File2":{"main":[[{"node":"Apply Data Extraction Rules","type":"main","index":0}]]},"Upload PDF to Drive1":{"main":[[{"node":"Rename file1","type":"main","index":0}]]},"Structured Output Parser":{"ai_outputParser":[[{"node":"Apply Data Extraction Rules","type":"ai_outputParser","index":0}]]},"Apply Data Extraction Rules":{"main":[[{"node":"Map Output","type":"main","index":0}]]},"Move to the correct folder1":{"main":[[{"node":"Gmail","type":"main","index":0},{"node":"Google Drive","type":"main","index":0}]]},"Only invoice mails with attachments":{"main":[[{"node":"Upload PDF to Drive1","type":"main","index":0}],[{"node":"Gmail","type":"main","index":0}]]}}}
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