{"product_id":"gmail-to-freee-invoice-drafts-claude-haiku-n8n-automation","title":"Gmail to freee Invoice Drafts (Claude Haiku) n8n Automation","description":"\u003ch3\u003eTurn Gmail orders into freee Invoice drafts automatically—using Claude Haiku\u003c\/h3\u003e\n\u003cp\u003eThis n8n automation watches for new customer orders in \u003cb\u003eGmail\u003c\/b\u003e (or a public n8n form), matches them to your \u003cb\u003efreee\u003c\/b\u003e quotations, then uses \u003cb\u003eAnthropic Claude (Haiku)\u003c\/b\u003e to interpret the order and create an \u003cb\u003eUNSENT Invoice draft\u003c\/b\u003e in freee—finally notifying staff by Gmail.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cb\u003eTriggers\u003c\/b\u003e on a new Gmail message matching a subject search query or when someone submits the \u003cb\u003e“order-to-freee-invoice”\u003c\/b\u003e n8n form.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eExtracts order details\u003c\/b\u003e (sender email, subject, and plain-text message) and applies shared settings like \u003ci\u003ecompany ID\u003c\/i\u003e, \u003ci\u003epayment terms\u003c\/i\u003e, and the \u003ci\u003estaff notification email\u003c\/i\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eIdentifies the customer\u003c\/b\u003e in freee by matching the sender email or a unique partner name found in the order text.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eFinds the right quotation\u003c\/b\u003e by retrieving the customer’s open freee quotations (prioritizing any mentioned \u003cb\u003eQ-…\u003c\/b\u003e number) and loading the top candidates’ details.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eInterprets the order with Claude Haiku\u003c\/b\u003e by sending the order text and quotation line summaries to determine whether it’s a clear order, which quotation it references, and any requested quantity changes or additions.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eValidates and prevents duplicates\u003c\/b\u003e in code, checks whether an existing invoice already references the quotation number, applies only verifiable quantity changes, and converts unclear additions into “\u003cb\u003eTo check\u003c\/b\u003e” note lines.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eCreates an UNSENT freee Invoice draft\u003c\/b\u003e using pricing\/taxes from the selected quotation and sends staff a detailed result via \u003cb\u003eGmail\u003c\/b\u003e.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eSales receives email orders with quantity tweaks; you want draft invoices created in freee without manual re-entry.\u003c\/li\u003e\n  \u003cli\u003eOrders mention a specific quotation number (Q-…); the workflow selects that quotation and updates quantities automatically.\u003c\/li\u003e\n  \u003cli\u003eWhen the request is ambiguous, staff still get a clear “To check” invoice draft for review.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cb\u003eIntegrations\/nodes:\u003c\/b\u003e Gmail, form, if, set, switch, code\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eAI:\u003c\/b\u003e Anthropic Claude (Haiku) for order interpretation\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003efreee API:\u003c\/b\u003e partner lookup, open quotation retrieval, and invoice draft creation (UNSENT)\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eIncludes:\u003c\/b\u003e duplicate prevention by checking existing invoices referencing quotation numbers\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":46289049059507,"sku":"N8N-21662","price":24.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/RrL8Az39S4xlPWUGYYbrM_f334M0Yi.png?v=1793006068","url":"https:\/\/buyflowscripts.com\/products\/gmail-to-freee-invoice-drafts-claude-haiku-n8n-automation","provider":"N8N Commerce","version":"1.0","type":"link"}