🧾 Receipt Processing AI Agent (with step by step video)
⚡ 233 views · 🧾 Invoice Processing
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Description
Video Introduction
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What This Workflow Does
This automation eliminates the tedious task of manually entering receipt data by automatically processing receipt images uploaded to Google Drive. When you drop a new receipt into a monitored folder, the workflow extracts vendor name, date, itemized purchases, and total amount using AI, logs everything to a Google Sheet, and sends you an email confirmation with a formatted summary.
Key Benefits
- Save time: No more manual data entry from receipts
- Reduce errors: AI-powered extraction ensures accuracy
- Stay organized: All expense data automatically tracked in one spreadsheet
- Get notified: Instant email confirmation when receipts are processed
Common Use Cases
- Personal expense tracking and budgeting
- Small business accounting and bookkeeping
- Reimbursement documentation
- Tax preparation record-keeping
Setup Requirements
Accounts needed:
- Google Drive account (for receipt storage)
- OpenAI account (for AI-powered data extraction)
- Google Sheets account (for data logging)
- Gmail account (for notifications)
Configuration steps:
- Google Drive: Connect your account and select the folder where you’ll upload receipts
- Google Sheets: Make a copy of the template spreadsheet (link in workflow notes) to your own account and update the Sheet ID in the workflow
- Email recipient: Change the notification email address to your own
- AI model: The workflow uses GPT-4-mini by default, but you can select a different OpenAI model based on your accuracy and cost preferences
The AI Agent is configured to extract data in a strict JSON format with fields for vendor, date (converted to DD/MM/YYYY), itemized purchases, and total amount.
🔗 Nodes Used
Google Sheets, Google Drive, Gmail, Google Drive Trigger, AI Agent, OpenAI Chat Model
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File