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Financial document extraction from Gmail to Google Sheets

Email & inbox workflow for n8n with 20 active steps. Starts with Gmail Trigger. Uses OpenAI, Google Gemini. Integrations include Gmail, Google Sheets, OpenAI, Google Gemini.

By GtarasWorkflowReference information

What it does

20 active nodes · Starts with Gmail Trigger.

Steps in the template include:

  • Look for Invoices (Gmail Trigger)
  • Get Email Content (Gmail) — getAll
  • Guardrail: Is Finance? (Guardrails)
  • Configuration: User Settings (Edit Fields (Set))

Nodes and integrations

  • Gmail Trigger
  • Gmail ×3
  • Guardrails
  • Edit Fields (Set)
  • If ×3
  • Filter
  • Extract from File
  • AI Agent ×2
  • Code ×2
  • Google Sheets ×3
  • OpenAI Chat Model
  • Google Gemini Chat Model
See the author’s step names
  • Look for Invoices (Gmail Trigger)
  • Get Email Content (Gmail) — getAll
  • Guardrail: Is Finance? (Guardrails)
  • Configuration: User Settings (Edit Fields (Set))
  • IF (Guardrail Passed) (If)
  • Filter Finance Keywords (Filter)
  • Check for Attachment (If)
  • Extract PDF Data (Extract from File) — pdf
  • AI Agent (PDF OCR) (AI Agent)
  • AI Agent (Email OCR) (AI Agent)
  • Validate Extraction (Code)
  • Check for Errors (If)
  • Apply Finance Rules (Code)
  • Log to Invoices Sheet (Google Sheets) — append
  • Send Confirmation Email (Gmail)
  • Log Error to Sheet (Google Sheets) — append
  • Send Error Notification (Gmail)
  • gpt 4o mini (OpenAI Chat Model)
  • Gemini 2.5 flash (Google Gemini Chat Model)
  • Log Success Metrics (Google Sheets) — append

Accounts and credentials

  • Gmail
  • Google Sheets
  • OpenAI access
  • Google Gemini access

AI models and swaps

OpenAI · Chat

gpt-4o-mini in gpt 4o mini. Potentially swappable with a compatible n8n chat model node. Test the replacement with the next step.

Google Gemini · Chat

Model ID not specified in the template in Gemini 2.5 flash. Potentially swappable with a compatible n8n chat model node. Test the replacement with the next step.

Inputs and setup options

  • gpt 4o mini: temperature 0.2

Resource information

Credit basis
Author listed by n8n
Pricing
Template access shown on n8n
License
Not specified
Last record update
Nov 5, 2026