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Gmail Invoice Automation in n8n: Drive Save + PDF.co Extract

Gmail Invoice Automation in n8n: Drive Save + PDF.co Extract

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Gmail Invoice Automation in n8n: Drive Save + PDF.co Extract

Gmail Invoice Automation in n8n: Drive Save + PDF.co Extract

Regular price £45.99
Regular price £45.99 Sale price
SAVE Sold out

Automatically save Gmail invoice PDFs, extract totals with Claude, and log everything to Google Sheets

This Gmail Invoice Automation in n8n watches your inbox for invoice/receipt emails, stores the PDFs in a clean Google Drive YYYY/YYYY-MM folder structure, uses Anthropic Claude to extract key invoice fields, and appends them to a monthly Invoices YYYY-MM Google Sheets file—then labels each processed email so it won’t run twice.

What this workflow does

  • Checks Gmail every 15 minutes for messages matching your invoice/receipt search and not yet labeled invoices-processed.
  • Downloads attachments on matching emails.
  • Determines the filing period from the email date (with an option to file to the previous month).
  • Detects invoice links inside the email body (when applicable).
  • Finds or creates Drive folders: a year folder (YYYY) and a month folder (YYYY-MM) under your chosen root invoices folder.
  • Gets the PDF from attachments, or retrieves/produces a PDF from the detected invoice source using PDF.co.
  • Extracts invoice data by sending each invoice PDF to Anthropic Claude to extract: supplier name, VAT/tax ID, issue date, amount, and currency.
  • Uploads and logs: saves the PDF to the month folder and appends a row to the matching Invoices YYYY-MM Google Sheets file (creating/moving the sheet within the month folder if needed).
  • Prevents reprocessing by adding the invoices-processed label to the Gmail message.

Use cases

  • SaaS operators consolidating invoice documentation for monthly accounting.
  • Automation engineers building a reliable inbox-to-Drive invoice archive with structured reporting.
  • Teams wanting automatic PDF storage plus extracted totals (amount, currency, VAT/tax ID) in Google Sheets.

Technical details

  • Trigger: periodic run every 15 minutes from Gmail (invoice/receipt search, label check).
  • Core logic: if, set, code, and no op nodes for routing and data handling.
  • PDF handling: PDF.co for PDF generation from invoice links (when needed).
  • AI extraction: Anthropic Claude for structured invoice field extraction.
  • Storage & reporting: Google Drive (YYYY/YYYY-MM folders) and monthly Google Sheets.
  • Setup requirement: create/select a Gmail label named invoices-processed, connect Gmail OAuth2 and Google Drive.
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