๐งพ Invoice verification and validation with Gmail, Drive, Sheets and OCR AI
โก 604 views ยท ๐งพ Invoice Processing
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Description
๐ Description (Full, User-Centric & Sales-Driven):
Tired of manually verifying purchase order invoices every single day? This plug-and-play n8n automation template saves your accounts team hours of work by automatically downloading, storing, extracting, and validating invoice data against your master item sheet โ all without human intervention.
Perfect for SMEs, startups, procurement teams, and accounts departments, this automation handles PO invoice verification from email to final validation with 99% accuracy.
๐ What This Automation Does End-to-End:
๐ฅ Invoice Retrieval & Organization:
- Runs Monday to Saturday, 8 hours/day
- Reads invoices from specific vendor email(s) (e.g.,
abc@company.com) - Extracts the invoice date from the email subject
- Automatically creates month & day-wise folders in Google Drive
- Uploads each invoice PDF into its respective folder
๐ AI + OCR Data Extraction & Validation:
- Uses OCR to extract item data (name, quantity, rate, HSN, etc.) from each invoice PDF
- Converts messy PDF data into clean structured format using AI Agent Model
- Stores the data into a dedicated Google Sheet: โStore Invoice Dataโ
โ Invoice vs. Master Data Validation:
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Automatically fetches a second Google Sheet: โStore Master Dataโ
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Compares each invoice item line-by-line with the master sheet:
- Checks for Item Code, Name, Price mismatches
- Calculates price differences and total loss/gain per invoice
- Marks each line as Matched / Mismatched with notes
๐ฌ Final Reporting:
- Sends an automated summary email once all invoices are processed
- Alerts if any mismatches found, allowing for early intervention
๐ Example Output:
Check how data is validated in real time:
๐ฅ Who Is This For?
- Accounts & Finance Teams
- Procurement Departments
- Growing Startups with Vendors
- ERP/Automation Enthusiasts
- Anyone tired of manually checking vendor bills
๐ฆ What Youโll Get:
- Ready-to-import n8n workflow (JSON)
- Setup Guide (PDF or Notion link)
- Sample Google Sheet template
- Email + Google Drive + OCR setup guide
- AI Agent configuration tips
- BONUS: Customization support (optional)
๐ Nodes Used
Google Sheets, Google Drive, Gmail, Schedule Trigger, AI Agent, Extract from File
๐ฅ Import
Download workflow.json and import into n8n:
Workflow menu โ Import from File