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Darmowy szablon automatyzacji

Wyodrębnij i zapisz dane faktur z Dysku Google do Arkuszy za pomocą Dumpling AI

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Dla kogo jest ten szablon automatyzacji?

Ten workflow idealnie sprawdzi się w zespołach operacyjnych, księgowych, firmach e-commerce oraz menedżerach finansowych, którzy regularnie przetwarzają faktury cyfrowe i potrzebują zautomatyzować ekstrakcję danych oraz ich przechowywanie.

Jaki problem rozwiązuje ten workflow?

Ręczne czytanie faktur w formacie PDF, wyodrębnianie istotnych danych i wprowadzanie ich do arkuszy kalkulacyjnych jest czasochłonne i podatne na błędy. Ten workflow automatyzuje ten proces poprzez monitorowanie folderu w Google Drive, ekstrakcję ustrukturyzowanych danych z faktur przy użyciu Dumpling AI i zapisywanie wyników w Google Sheets.

Jak działa ten workflow?

  • Monitoruje określony folder w Google Drive pod kątem nowych faktur
  • Pobiera przesłany plik faktury
  • Konwertuje plik do formatu Base64
  • Wysyła plik do endpointu extract-document Dumpling AI ze szczegółowym promptem parsującym
  • Przetwarza odpowiedź JSON z Dumpling AI za pomocą węzła Code
  • Dzieli tablicę items na pojedyncze wiersze przy użyciu węzła Split Out
  • Dodaje każdą pozycję faktury do wcześniej przygotowanego arkusza Google Sheets wraz z pełnymi metadanymi nagłówka (numer zamówienia, PO, adresy itp.)

Konfiguracja

Konfiguracja Google Drive

  • Utwórz lub wybierz folder w Google Drive i wprowadź jego ID w węźle trigger
  • Upewnij się, że Twoje dane uwierzytelniające n8n Google Drive mają uprawnienia dostępu

Google Sheets

  • Utwórz arkusz Google z następującymi nagłówkami: Order number, Document Date, Po_number, Sold to name, Sold to address, Ship to name, Ship to address, Model, Description, Quantity, Unity price, Total price
  • Wklej ID arkusza i nazwę arkusza (Sheet1) do węzła Google Sheets

Dumpling AI

  • Zarejestruj się w Dumpling AI
  • Przejdź do ustawień konta i wygeneruj swój klucz API
  • Wklej ten klucz do nagłówka HTTP w węźle żądania Dumpling AI
  • Używany endpoint to: https://app.dumplingai.com/api/v1/extract-document

Prompt (już zawarty)

Ten prompt wyodrębnia: numer zamówienia, datę dokumentu, numer PO, dane wysyłkowe/rozliczeniowe oraz szczegółowe pozycje (model, ilość, cena jednostkowa, cena całkowita).

Jak dostosować ten workflow do swoich potrzeb

  • Dostosuj pola w Google Sheets do struktury swoich faktur
  • Zmodyfikuj prompt Dumpling AI, jeśli Twoje faktury zawierają dodatkowe lub różne dane
  • Dodaj logikę filtrowania, jeśli chcesz inaczej obsługiwać różne typy faktur
  • Zastąp Google Sheets narzędziem Airtable lub bazą danych, jeśli wolisz
  • Użyj innego triggera, np. załącznika e-mail, jeśli faktury przychodzą przez e-mail

Przykłady zastosowań

Ta automatyzacja może być wykorzystana w wielu scenariuszach biznesowych, gdzie konieczne jest efektywne przetwarzanie faktur. Oto kilka potencjalnych zastosowań:

  • Automatyczne księgowanie faktur zakupowych w działach finansowych
  • Integracja danych z faktur z systemami ERP w firmach produkcyjnych
  • Śledzenie zamówień i dostaw w działach logistyki e-commerce
  • Automatyczne tworzenie raportów kosztów operacyjnych dla menedżerów
  • Monitorowanie wydatków firmowych w działach administracyjnych
  • Integracja danych faktur z systemami CRM w celach analitycznych
  • Automatyzacja procesów rozliczeniowych w firmach usługowych


   Skopiuj kod szablonu   
{"id":"Q9K6tDu4TJpqtRQ1","meta":{"instanceId":"a1ae5c8dc6c65e674f9c3947d083abcc749ef2546dff9f4ff01de4d6a36ebfe6","templateCredsSetupCompleted":true},"name":"Extract and Save Invoice Data from Google Drive to Sheets with Dumpling AI","tags":[],"nodes":[{"id":"4cdec8f8-9e08-433f-832d-18a9af3f4531","name":"Google Drive Trigger – Watch Folder for New Files","type":"n8n-nodes-base.googleDriveTrigger","position":[-160,-180],"parameters":{"event":"fileCreated","options":{},"pollTimes":{"item":[{"mode":"everyMinute"}]},"triggerOn":"specificFolder","folderToWatch":{"__rl":true,"mode":"list","value":"","cachedResultUrl":"https://drive.google.com/drive/folders/1Dquh3PguyBImKvHlbkp55NBvYoB8IKr5","cachedResultName":"invoice-n8n"}},"credentials":{"googleDriveOAuth2Api":{"id":"8JSukfcGbpywgEUz","name":"n8n"}},"typeVersion":1},{"id":"b67aea52-5f39-4fce-b476-d3b991b30519","name":"Download Invoice File","type":"n8n-nodes-base.googleDrive","position":[60,-180],"parameters":{"fileId":{"__rl":true,"mode":"id","value":"={{ $json.id }}"},"options":{},"operation":"download"},"credentials":{"googleDriveOAuth2Api":{"id":"8JSukfcGbpywgEUz","name":"n8n"}},"typeVersion":3},{"id":"94ccaf02-0070-4200-b778-139ea075949a","name":"Convert invoice File to Base64","type":"n8n-nodes-base.extractFromFile","position":[280,-180],"parameters":{"options":{},"operation":"binaryToPropery"},"typeVersion":1},{"id":"760f6b02-65b6-4a28-af70-53602f8e2724","name":"Send file to Dumpling AI for Data Extraction","type":"n8n-nodes-base.httpRequest","position":[500,-180],"parameters":{"url":"https://app.dumplingai.com/api/v1/extract-document","method":"POST","options":{},"jsonBody":"={n "inputMethod": "base64",n "files": ["{{ $json.data }}"], n "prompt": "Extract the order number, document date, PO number, sold to name and address, ship to name and address, list of items with model, quantity, unit price, and total price, and the final total amount including tax.", n "jsonMode": "true"n}","sendBody":true,"specifyBody":"json","authentication":"genericCredentialType","genericAuthType":"httpHeaderAuth"},"credentials":{"httpHeaderAuth":{"id":"xamyMqCpAech5BeT","name":"Header Auth account"}},"typeVersion":4.2},{"id":"b5545cf6-8ebb-4c0e-903b-5a14af7de087","name":"Parse Dumpling AI JSON Response","type":"n8n-nodes-base.code","position":[720,-180],"parameters":{"jsCode":"const raw = $input.first().json.results;nconst parsed = JSON.parse(raw);nreturn [{ json: parsed }];n"},"typeVersion":2},{"id":"84318159-a0ce-4049-a7db-2ac0fa79b8d4","name":"Split line Items from Invoice","type":"n8n-nodes-base.splitOut","position":[940,-180],"parameters":{"options":{},"fieldToSplitOut":"items"},"typeVersion":1},{"id":"834d6b99-cd0e-4633-949d-40e53ba06324","name":"Save Data to Google Sheet","type":"n8n-nodes-base.googleSheets","position":[1140,-180],"parameters":{"columns":{"value":{"Model":"={{ $json.model }}","Quantity":"={{ $json.quantity }}","Po_number":"={{ $('Parse Dumpling AI JSON Response').item.json.PO_number }}","Description":"={{ $json.description }}","Total price":"={{ $json.total_price }}","Unity price":"={{ $json.unit_price }}","Order number":"={{ $('Parse Dumpling AI JSON Response').item.json.order_number }}","Ship to name":"={{ $('Parse Dumpling AI JSON Response').item.json.ship_to_name }}","Sold to name":"={{ $('Parse Dumpling AI JSON Response').item.json.sold_to_name }}","Document Date":"={{ $('Parse Dumpling AI JSON Response').item.json.document_date }}","Ship to address":"={{ $('Parse Dumpling AI JSON Response').item.json.ship_to_address }}","Sold to address":"={{ $('Parse Dumpling AI JSON Response').item.json.sold_to_address }}"},"schema":[{"id":"Order number","type":"string","display":true,"required":false,"displayName":"Order number","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Document 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price","defaultMatch":false,"canBeUsedToMatch":true}],"mappingMode":"defineBelow","matchingColumns":[],"attemptToConvertTypes":false,"convertFieldsToString":false},"options":{},"operation":"append","sheetName":{"__rl":true,"mode":"list","value":"","cachedResultUrl":"https://docs.google.com/spreadsheets/d/170eyZdmRUNXlpSZmcl5PiHTUKjukd-soDQq2cAe6FQo/edit#gid=0","cachedResultName":"Sheet1"},"documentId":{"__rl":true,"mode":"list","value":"","cachedResultUrl":"https://docs.google.com/spreadsheets/d/170eyZdmRUNXlpSZmcl5PiHTUKjukd-soDQq2cAe6FQo/edit?usp=drivesdk","cachedResultName":"my invoice"}},"credentials":{"googleSheetsOAuth2Api":{"id":"GaJqJHuS5mQxap7q","name":"Google Sheets account"}},"typeVersion":4.5},{"id":"f98684d0-6c7b-4ba2-b820-4b30e9ff10c1","name":"Sticky Note","type":"n8n-nodes-base.stickyNote","position":[-740,-400],"parameters":{"width":540,"height":500,"content":"### 📌 **Workflow Overview: Extract & Save Invoice Data from Google Drive with Dumpling AI**nn#### This workflow monitors a Google Drive folder for new files (invoices), extracts structured invoice data using Dumpling AI, and appends it to a Google Sheet.n---n🔹 **Node Breakdown:**nn1. **Google Drive Trigger** – Watches a folder for new invoice files. n2. **Download Invoice File** – Retrieves the uploaded file from Drive. n3. **Extract Base64** – Converts the downloaded file to base64 format. n4. **Dumpling AI Extraction** – Sends the base64 file with a prompt to Dumpling AI for invoice parsing. n5. **Parse AI Response** – Converts the returned JSON string into readable structured data. n6. **Split Line Items** – Breaks the `items` array into individual invoice entries. n7. **Append to Google Sheet** – Saves the invoice data row by row into the target spreadsheet.nn✅ Make sure you have your Dumpling AI API key and correct Google Sheet ID in place before running the workflow.nn"},"typeVersion":1}],"active":false,"pinData":{"Split line Items from Invoice":[{"json":{"model":"AMST42CU1300","quantity":1,"unit_price":"$773.85","description":"AIR HANDLER","total_price":"$773.85"}},{"json":{"model":"GLZS4BA4210","quantity":1,"unit_price":"$1,508.85","description":"14.3 SEER2 HP R32, 3.5 TON","total_price":"$1,508.85"}},{"json":{"model":"HKTSD15XB","quantity":1,"unit_price":"$156.00","description":"ELECTRIC HEAT KIT, 15 KW","total_price":"$156.00"}},{"json":{"model":"83615","quantity":1,"unit_price":"$15.39","description":"MARS 60A NON-FUSED DISCONNECT","total_price":"$15.39"}},{"json":{"model":"6RSR048118","quantity":1,"unit_price":"$11.22","description":"INSULTUBE TITAN 1/2"X1-1/8"X 6'","total_price":"$11.22"}},{"json":{"model":"SB-2","quantity":1,"unit_price":"$0.67","description":"2" SEALANT BRUSH","total_price":"$0.67"}},{"json":{"model":"6RX048078","quantity":2,"unit_price":"$3.18","total_price":"$6.36"}},{"json":{"model":"CADS-1G","quantity":1,"unit_price":"$14.36","description":"FIBER DUCT SEALANT GRAY 1 GAL","total_price":"$14.36"}},{"json":{"model":"599390-EC","quantity":1,"unit_price":"$63.91","description":"20X20 1-2" F/C FILTER BASE","total_price":"$63.91"}},{"json":{"model":"CCF-8-2020-1","quantity":1,"unit_price":"$4.09","description":"CC M8 PLEAT FILTER 20X20X1","total_price":"$4.09"}},{"json":{"model":"TH1110DH1003","quantity":1,"unit_price":"$38.21","description":"PRO1000 1H/1C NON-PROG HORIZON","total_price":"$38.21"}},{"json":{"model":"401-007BC","quantity":1,"unit_price":"$0.62","description":"PVC 3/4 TEE SLIP","total_price":"$0.62"}},{"json":{"model":"436-007BC","quantity":2,"unit_price":"$0.49","description":"PVC 3/4 MALE ADPT MIPTXS","total_price":"$0.98"}},{"json":{"model":"406-007BC","quantity":2,"unit_price":"$0.46","description":"PVC 3/4 90 ELB SXS","total_price":"$0.92"}},{"json":{"model":"429-007BC","quantity":3,"unit_price":"$0.45","description":"PVC 3/4 COUP SLIP","total_price":"$1.34"}},{"json":{"model":"97085","quantity":1,"unit_price":"$33.31","description":"SAFE-T-SWITCH SS1-GEN3","total_price":"$33.31"}},{"json":{"model":"304100-HC","quantity":1,"unit_price":"$31.84","description":"MASTIC TAPE 3" X 100'","total_price":"$31.84"}},{"json":{"model":"84137","quantity":1,"unit_price":"$25.78","description":"WHIP 3/4 X 6' 8GA NONMETALLIC","total_price":"$25.78"}}],"Parse Dumpling AI JSON Response":[{"json":{"tax":"$221.74","items":[{"model":"AMST42CU1300","quantity":1,"unit_price":"$773.85","description":"AIR HANDLER","total_price":"$773.85"},{"model":"GLZS4BA4210","quantity":1,"unit_price":"$1,508.85","description":"14.3 SEER2 HP R32, 3.5 TON","total_price":"$1,508.85"},{"model":"HKTSD15XB","quantity":1,"unit_price":"$156.00","description":"ELECTRIC HEAT KIT, 15 KW","total_price":"$156.00"},{"model":"83615","quantity":1,"unit_price":"$15.39","description":"MARS 60A NON-FUSED DISCONNECT","total_price":"$15.39"},{"model":"6RSR048118","quantity":1,"unit_price":"$11.22","description":"INSULTUBE TITAN 1/2"X1-1/8"X 6'","total_price":"$11.22"},{"model":"SB-2","quantity":1,"unit_price":"$0.67","description":"2" SEALANT BRUSH","total_price":"$0.67"},{"model":"6RX048078","quantity":2,"unit_price":"$3.18","total_price":"$6.36"},{"model":"CADS-1G","quantity":1,"unit_price":"$14.36","description":"FIBER DUCT SEALANT GRAY 1 GAL","total_price":"$14.36"},{"model":"599390-EC","quantity":1,"unit_price":"$63.91","description":"20X20 1-2" F/C FILTER BASE","total_price":"$63.91"},{"model":"CCF-8-2020-1","quantity":1,"unit_price":"$4.09","description":"CC M8 PLEAT FILTER 20X20X1","total_price":"$4.09"},{"model":"TH1110DH1003","quantity":1,"unit_price":"$38.21","description":"PRO1000 1H/1C NON-PROG HORIZON","total_price":"$38.21"},{"model":"401-007BC","quantity":1,"unit_price":"$0.62","description":"PVC 3/4 TEE SLIP","total_price":"$0.62"},{"model":"436-007BC","quantity":2,"unit_price":"$0.49","description":"PVC 3/4 MALE ADPT MIPTXS","total_price":"$0.98"},{"model":"406-007BC","quantity":2,"unit_price":"$0.46","description":"PVC 3/4 90 ELB SXS","total_price":"$0.92"},{"model":"429-007BC","quantity":3,"unit_price":"$0.45","description":"PVC 3/4 COUP SLIP","total_price":"$1.34"},{"model":"97085","quantity":1,"unit_price":"$33.31","description":"SAFE-T-SWITCH SS1-GEN3","total_price":"$33.31"},{"model":"304100-HC","quantity":1,"unit_price":"$31.84","description":"MASTIC TAPE 3" X 100'","total_price":"$31.84"},{"model":"84137","quantity":1,"unit_price":"$25.78","description":"WHIP 3/4 X 6' 8GA NONMETALLIC","total_price":"$25.78"}],"PO_number":"ASHLEY OAK","order_number":"FN29709","ship_to_name":"CARNES & SONS LLC","sold_to_name":"CARNES & SONS LLC","total_amount":"$2,909.44","document_date":"08/23/2024","ship_to_address":"DAIKIN COMFORT TECHNOLOGY #364, 4980 EISENHAUER RD, SUITE 206 SAN ANTONIO TX 78218","sold_to_address":"9988 MACAWAY RD, ADKINS TX 78101"}}],"Send file to Dumpling AI for Data Extraction":[{"json":{"pages":4,"prompt":"Extract the order number, document date, PO number, sold to name and address, ship to name and address, list of items with model, quantity, unit price, and total price, and the final total amount including tax.","results":"{n "order_number": "FN29709",n "document_date": "08/23/2024",n "PO_number": "ASHLEY OAK",n "sold_to_name": "CARNES & SONS LLC",n "sold_to_address": "9988 MACAWAY RD, ADKINS TX 78101",n "ship_to_name": "CARNES & SONS LLC",n "ship_to_address": "DAIKIN COMFORT TECHNOLOGY #364, 4980 EISENHAUER RD, SUITE 206 SAN ANTONIO TX 78218",n "items": [n {n "model": "AMST42CU1300",n "description": "AIR HANDLER",n "quantity": 1,n "unit_price": "$773.85",n "total_price": "$773.85"n },n {n "model": "GLZS4BA4210",n "description": "14.3 SEER2 HP R32, 3.5 TON",n "quantity": 1,n "unit_price": "$1,508.85",n "total_price": "$1,508.85"n },n {n "model": "HKTSD15XB",n "description": "ELECTRIC HEAT KIT, 15 KW",n "quantity": 1,n "unit_price": "$156.00",n "total_price": "$156.00"n },n {n "model": "83615",n "description": "MARS 60A NON-FUSED DISCONNECT",n "quantity": 1,n "unit_price": "$15.39",n "total_price": "$15.39"n },n {n "model": "6RSR048118",n "description": "INSULTUBE TITAN 1/2\"X1-1/8\"X 6'",n "quantity": 1,n "unit_price": "$11.22",n "total_price": "$11.22"n },n {n "model": "SB-2",n "description": "2\" SEALANT BRUSH",n "quantity": 1,n "unit_price": "$0.67",n "total_price": "$0.67"n },n {n "model": "6RX048078",n "quantity": 2,n "unit_price": "$3.18",n "total_price": "$6.36"n },n {n "model": "CADS-1G",n "description": "FIBER DUCT SEALANT GRAY 1 GAL",n "quantity": 1,n "unit_price": "$14.36",n "total_price": "$14.36"n },n {n "model": "599390-EC",n "description": "20X20 1-2\" F/C FILTER BASE",n "quantity": 1,n "unit_price": "$63.91",n "total_price": "$63.91"n },n {n "model": "CCF-8-2020-1",n "description": "CC M8 PLEAT FILTER 20X20X1",n "quantity": 1,n "unit_price": "$4.09",n "total_price": "$4.09"n },n {n "model": "TH1110DH1003",n "description": "PRO1000 1H/1C NON-PROG HORIZON",n "quantity": 1,n "unit_price": "$38.21",n "total_price": "$38.21"n },n {n "model": "401-007BC",n "description": "PVC 3/4 TEE SLIP",n "quantity": 1,n "unit_price": "$0.62",n "total_price": "$0.62"n },n {n "model": "436-007BC",n "description": "PVC 3/4 MALE ADPT MIPTXS",n "quantity": 2,n "unit_price": "$0.49",n "total_price": "$0.98"n },n {n "model": "406-007BC",n "description": "PVC 3/4 90 ELB SXS",n "quantity": 2,n "unit_price": "$0.46",n "total_price": "$0.92"n },n {n "model": "429-007BC",n "description": "PVC 3/4 COUP SLIP",n "quantity": 3,n "unit_price": "$0.45",n "total_price": "$1.34"n },n {n "model": "97085",n "description": "SAFE-T-SWITCH SS1-GEN3",n "quantity": 1,n "unit_price": "$33.31",n "total_price": "$33.31"n },n {n "model": "304100-HC",n "description": "MASTIC TAPE 3\" X 100'",n "quantity": 1,n "unit_price": "$31.84",n "total_price": "$31.84"n },n {n "model": "84137",n "description": "WHIP 3/4 X 6' 8GA NONMETALLIC",n "quantity": 1,n "unit_price": "$25.78",n "total_price": "$25.78"n }n ],n "total_amount": "$2,909.44",n "tax": "$221.74"n}","fileCount":1,"creditUsage":14}}]},"settings":{"executionOrder":"v1"},"versionId":"d618bc19-f2a6-454b-bbce-9833eca14022","connections":{"Download Invoice File":{"main":[[{"node":"Convert invoice File to Base64","type":"main","index":0}]]},"Split line Items from Invoice":{"main":[[{"node":"Save Data to Google Sheet","type":"main","index":0}]]},"Convert invoice File to Base64":{"main":[[{"node":"Send file to Dumpling AI for Data Extraction","type":"main","index":0}]]},"Parse Dumpling AI JSON Response":{"main":[[{"node":"Split line Items from Invoice","type":"main","index":0}]]},"Send file to Dumpling AI for Data Extraction":{"main":[[{"node":"Parse Dumpling AI JSON Response","type":"main","index":0}]]},"Google Drive Trigger – Watch Folder for New Files":{"main":[[{"node":"Download Invoice File","type":"main","index":0}]]}}}
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