118 workflows available

Who is it for? This workflow is perfect for anyone who wants to: - Automatically collect contacts from Google Maps: emails, phone numbers, websites, social media (LinkedIn, Facebook), city, ratings, and reviews. - Organize everything neatly in Airtable, without dealing with messy CSV exports that cause headaches. - Send a personalized email to each lead, without writing it or hitting "send" yourself. 👉 In short, it's the perfect tool for marketing agencies, freelancers in prospecting, or sales t

Overview This automation template is designed to streamline your payment processing by automatically triggering upon a successful Stripe payment. The workflow retrieves the complete payment session and filters the information to display only the customer name, customer email, and the purchased product details. This template is perfect for quickly integrating Stripe transactions into your inventory management, CRM, or notification systems. Step-by-Step Setup Instructions 1. Stripe Account Configu

Automate the extraction of key data from your supplier invoices from Pennylane with Koncile. Connect to the Pennylane API via the Retrieve a supplier invoice endpoint https://app.pennylane.com/api/external/v2/supplier_invoices/{id} Automatically download PDF or XLSX files associated with invoices. Send them to Koncile OCR using your private API key and a predefined document template. Retrieve structured data (amounts, dates, suppliers, purchase orders, etc.) ready to be used in your accounting o

Automated QuickBooks Invoice to Custom PDF & Email Tired of the standard, boring invoices from QuickBooks Online? This workflow completely automates the process of creating beautiful, custom-branded PDF invoices and emailing them directly to your clients, saving you time and elevating your brand's professionalism. The moment you create an invoice in QuickBooks, this workflow triggers, fetches all the necessary data, and generates a lavish, multi-page-aware PDF invoice complete with your company

Automatically download an unstructured document from Google Drive using its file ID, extract key information such as names, dates, amounts, and entities through ComPDF AI MCP, and convert it into structured JSON data stored back in your Google Drive folder. This template transforms unstructured content into machine-readable data, helping you automate information extraction, classification, and downstream analysis — ideal for reports, contracts, invoices, and other text-heavy documents. Before

Automatically Extract Data from New Dropbox Files with Koncile OCR Monitor a Dropbox folder for new PDF or image files, and automatically send them to Koncile’s OCR engine for data extraction. Specify exactly which fields you want to extract in your Koncile template (e.g. invoice number, dates, amounts, clauses). New files are processed in real-time or at regular intervals. Get clean, structured data back — ready for reporting, automation, or export to other tools (CSV, Excel, API…).

Overview Manual financial reconciliation is tedious and prone to error. This workflow functions as an AI Financial Controller, automatically monitoring your inbox for invoices, receipts, and bills, extracting the data using OCR, and syncing it to Google Sheets for approval. Unlike simple scrapers, this workflow uses a "Guardrail" AI agent to filter out non-financial emails (like newsletters) before they are processed, ensuring only actual transactions are recorded. Who is it for? Fin

Say goodbye to manual invoice checking! This smart workflow automates your entire invoice processing pipeline using AI, OCR, and Google Sheets. --- ⚙️ What This Workflow Does: 📥 1. Reads an invoice PDF — Select a local PDF invoice from your machine. 🔍 2. Extracts raw text using OCR — Converts scanned or digital PDFs into readable text. 🧠 3. AI Agent processes the text — Transforms messy raw text into clean JSON using natural language understanding.

AI Cost Estimation Chatbot (Conversational Dual-Agent + OCR Workflow) Overview This workflow introduces a conversational AI Cost Estimation Chatbot with built-in OCR document analysis and interactive form guidance. It helps users and teams handle pricing, measurement, and product configuration for multiple categories such as fabrics and tiles — whether data comes from an uploaded invoice, a stored RFQ, or live user input. The system blends Mistral AI’s reasoning with n8n’s native tools — OCR Ex

Tired of manual data entry? Drowning in paper documents? The Sentinel OCR & Workflow Hub is your ultimate solution for transforming physical documents into actionable digital data, seamlessly and intelligently. This isn't just an OCR machine; it's a productivity powerhouse designed to revolutionize your workflow. Imagine this: Effortless Data Extraction: Simply feed documents into the Sentinel. Our state-of-the-art OCR technology accurately extracts text, numbers, and key information, even from

Automatically Extract Invoice Data from QuickBooks with Koncile OCR Connect QuickBooks Online to Koncile to automate the extraction of key invoice and PO data from your documents. Use the QuickBooks API to retrieve supplier invoices in PDF format: GET https://quickbooks.api.intuit.com/v3/company/{companyId}/invoice/{invoiceId}/pdf Send the PDF to Koncile OCR using your private API key and a predefined extraction template. Automatically extract structured fields such as invoice number, PO num

PDF Invoice Extractor (AI) End-to-end pipeline: Watch Drive ➜ Download PDF ➜ OCR text ➜ AI normalize to JSON ➜ Upsert Buyer (Account) ➜ Create Opportunity ➜ Map Products ➜ Create OLI via Composite API ➜ Archive to OneDrive. --- Node by node (what it does & key setup) 1) Google Drive Trigger - Purpose: Fire when a new file appears in a specific Google Drive folder. - Key settings: - Event: fileCreated - Folder ID: google drive folder id - Polling: everyMinute -

This automation connects Lexware Office with KlickTipp to synchronize invoice payment status changes and keep contact tags up to date. When the payment status of an invoice changes in Lexware Office, the scenario retrieves the full invoice details and identifies the related customer contact. It checks whether a business email address is available and then updates the corresponding contact in KlickTipp. If the invoice status is marked as paid, the contact is tagged with “Lexware | Paid Invoice”

This n8n workflow automates the end-to-end proof-of-delivery process for logistics operations. It ingests POD data via webhook—including driver signatures, delivery photos, and GPS coordinates—performs AI-driven verification for package integrity and authenticity, updates ERP systems with delivery status, triggers automated invoicing for verified cases, and handles disputes by creating evidence-backed tickets and alerting teams. Designed for seamless integration, it minimizes errors in billing a

Automate Medical Billing with Google Sheets and Gmail Note: This template is designed for self-hosted n8n instances. The workflow image above shows the complete automation flow. This n8n workflow automates the patient billing process—from form submission to invoice generation, email delivery, and Google Sheets logging. --- 🏥 Who is this for? This workflow is ideal for: Private medical clinics Health service providers Medical office administrators Telehealth services Billing departments ---

Video Introduction []( Invoice Processing Automation This template is the automation behind a simple incoming invoice automation tool (AP automation) tool built in Airtable. Link to the Airtable base, and all other tools used, is in notes on the left of the automation. How it works See how it works on video: Full Video Walkthrough 1) We get an email with an invoice attachment: 2) Processes and adds the data to an Airtable interface: 3) Once we approved it and Due date approaches, it shows among

What Is This? This workflow is an automated invoice payment tracking and vindication system that monitors unpaid and overdue invoices stored in NocoDB, then sends escalating reminders to clients based on configurable time thresholds. The system handles three escalation levels: friendly payment reminders before/at due date, formal warning notices for overdue invoices, and legal action notifications for severely overdue accounts. It works with any accounting system that can populate a NocoDB datab

Monitor a OneDrive folder for new PDF or image files, and automatically send them to Koncile’s OCR engine for data extraction. Select the specific fields you want to extract in your Koncile template (e.g. invoice number, dates, client info, contract clauses). Documents are processed in real time or at scheduled intervals. This template is ideal for automating workflows in finance (invoice OCR), HR (payslips, contracts), legal, or compliance (KYC). Once processed, the data extracted can be exp

Gmail to Google Drive Email Export Workflow (n8n) 🧩 Overview This n8n workflow automates the process of: 1. Retrieving all emails from a specific sender using Gmail. 2. Extracting essential fields like subject, message, and date. 3. Formatting the email date to the desired time zone (e.g., IST). 4. Exporting the parsed data as a CSV file. 5. Uploading the file to a specified folder in Google Drive. --- 🛠 Nodes Breakdown 1. Start Workflow (Manual Trigger) - Type: Manual Trigger - Purpose: Initia

AI Email Classifier 📬 Automate Email Classification, Prioritization, and Spam Detection Across Multiple Accounts Created by: Jayant Kumar (@jharilela) 🛠 Powered by: Gmail, Google Sheets, OpenAI, Discord, and n8n --- Sample Discord labelling as Spam Sample Discord labelling as Legit ![ai-email-classifier-legit](