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This n8n workflow automates the process of parsing and extracting data from PDF invoices. With this workflow, accounts and finance people can realise huge time and cost savings in their busy schedules. Read the Blog: https://blog.n8n.io/how-to-extract-data-from-pdf-to-excel-spreadsheet-advance-parsing-with-n8n-io-and-llamaparse/ How it works This workflow will watch an email inbox for incoming invoices from suppliers It will download the attached PDFs and processing them through a third party service called LlamaParse. LlamaParse is specifically designed to handle and convert complex PDF data structures such as tables to markdown. Markdown is easily to process for LLM models and so the data extraction by our AI agent is more accurate and reliable. The workflow exports the extracted data from the AI agent to Google Sheets once the job complete. Requirements The criteria of the email trigger must be configured to capture emails with attachments. The gmail label "invoice synced" must be created before using this workflow. A LlamaIndex.ai account to use the LlamaParse service. An OpenAI account to use GPT for AI work. Google Sheets to save the output of the data extraction process although this can be replaced for whatever your needs. Customizing this workflow This workflow uses Gmail and Google Sheets but these can easily be swapped out for equivalent services such as Outlook and Excel. Not using Excel? Simple redirect the output of the AI agent to your accounting software of choice.

Who is this for? This workflow is for everyone who wants to have easier access to their Odoo sales data without complex queries. Use Case To have a clear overview of your sales data in Odoo you typically needs to extract data from it manually to analyse it. This workflow uses OpenAI's language models to create an intelligent chatbot that provides conversational access to your Odoo sales opportunity data. How it works Creates a summary of all Odoo sales opportunities using OpenAI Uses that summary as context for the OpenAI chat model Keeps the summary up to date using a schedule trigger Set up steps: Configure the Odoo credentials Configure OpenAI credentials Toggle "Make Chat Publicly Available" from the Chat Trigger node.

This workflow includes advanced features like text summarization and tokenization, it's ideal for automating document processing tasks that require parsing and summarizing text data from Google Drive. To use this template, you need to be on n8n version 1.19.4 or later.

Use Case: This n8n workflow automates the process of extracting information from emails. It uses OpenAI to summarize sales emails and adds this information in Odoo. How it works: When an email is received with a certain label, it sends the email to OpenAI for summarization A sales opportunity is created in Odoo with the email subject as title and the email summary as internal note Set up steps: Configure Google Cloud credentials with Gmail access In the Gmail node, choose an email label in the filter section Configure OpenAI credentials Configure Odoo credentials

This workflow has multiple functionalities. It starts with a manual trigger, "When clicking 'Execute Workflow'", that activates two separate paths. The first path takes a preset string "Tell me a joke" and processes it through a custom Language Learning Model (LLM) chain node. This node interacts with an OpenAI node for query processing. The second path takes another preset string "What year was Einstein born?" and passes it to an "Agent" node. This agent further interacts with a Chat OpenAI node and a custom Wikipedia node to produce the required information. The workflow uses both built-in and custom nodes, and integrates with OpenAI for both paths. It's built for experimenting with language models, specifically in the context of conversational agents and information retrieval. Note that to use this template, you need to be on n8n version 1.19.4 or later.

This workflow is for anyone looking to automatically fetch, validate, and parse complex language-based queries into a structured format. Its unique capability lies in not only processing language but also fixing invalid outputs before structuring them. Note that to use this template, you need to be on n8n version 1.19.4 or later.