Automate Document Classification & Invoice Extraction in Google Sheets

Automate Document Classification & Invoice Extraction in Google Sheets

Unlock the power of automation with this comprehensive n8n workflow, designed to effortlessly classify business documents and extract key invoice details directly into Google Sheets. Transform your document processing and streamline your workflow by automating repetitive tasks with precision.

What this workflow does

This workflow efficiently manages the classification and processing of PDF and image files:

• File Upload: Begin by uploading PDF, JPG, or PNG business documents via an n8n form.
• Document Classification: Utilize LDXhub AnalyzeDoc (low-detail) to classify documents into categories such as invoices, receipts, business cards, contracts, blank, or others.
• Route Execution: Direct workflow execution based on the identified document type.
• Invoice Extraction: For invoice documents, reattach the original file and rerun LDXhub AnalyzeDoc (high-detail) to extract essential invoice fields in structured JSON format.
• Google Sheets Integration: Flatten the invoice details and append them as a new row in your specified Google Sheets worksheet.
• Custom Processing Routes: Design placeholder routes for receipts, business cards, and other types to tailor their individual processing needs.

Use cases

• Finance Teams: Automate the labor-intensive task of invoice data entry, minimizing errors and improving efficiency.
• Business Analysts: Quickly categorize and analyze business documents to derive actionable insights.
• Automation Engineers: Enhance workflow automations with custom processing capabilities for a variety of document types.

Technical details

• Integrations: Relies on LDXhub AnalyzeDoc for document classification and data extraction; Google Sheets for data storage.
• Nodes Used: Includes code, no op, switch, n8n-nodes-ldxhubldx hub, sticky note, form trigger.
• Setup Requirements: An LDXhub account with API credentials for AnalyzeDoc steps and Google Sheets OAuth2 credentials.
• Data Preparation: Ensure your Google Sheets have pre-set headers matching the extracted fields for seamless integration.