Extract & classify invoices & receipts with Gmail, OpenAI and Google Drive

Who is it for? Anyone who wants to automatically aggregate their invoices or receipts. Main beneficiaries: small business owners and freelancers. How it works 1. Creates a folder in Google Drive for uploading invoices and receipts. Responds (Webhook response) with URL to the created folder. 2. Gets all emails with attachments from a Gmail mailbox. 3. (Optional) Filters emails, e.g. exclude emails sent to specific address. 4. Filters only PDF attachments. 5. Classifies all PDF attachment contents with an AI model (is it a receipt or an invoice?). 6. Uploads receipts and invoices to the created Google Drive folder and optionally sends an email with the attachments to, e.g., your accountant. Pre-conditions/Requirements - Gmail and Google Drive accounts - A Google Cloud OAuth 2.0 Client ID or a service account with Google Drive and Gmail APIs enabled - OpenAI API account and API key Set up steps 1. Provide credentials for the nodes: Gmail, Google Drive, OpenAI. 2. Configure parameters in the "Configure" node. Most importantly: - "sendInvoicesTo" for the email address where invoices/receipts should be sent. 3. It uses a Webhook node trigger. It expects a body with a schema such as: Example body: How to use with AI chat You can trigger the workflow with an AI chat that supports tool use, such as BrowseWiz. For setup instructions, read the blog post.