How it works
This template creates a fully automated "hands-off" pipeline for processing financial documents. It's perfect for small businesses, freelancers, or operations teams who want to stop manually entering invoice and receipt data.
When you drop a new image/multiple images file into a specific Google Drive folder, this workflow automatically:
- Triggers and downloads the new file.
- Performs OCR on the file using a local AI model (
Nanonets-OCR-s) to extract all the raw text.
- Cleans & Structures the raw text using a second local AI model (
command-r7b). This step turns messy text into a clean, predictable JSON object.
- Saves the structured data (like
InvoiceNumber, TotalAmount, IssueDate, etc.) to a new record in your Airtable base.
- Moves the original file to a "Done" or "Failed" folder to keep your inbox clean and organized.
Requirements
- Google Drive Account: For triggering the workflow and storing files.
- Airtable Account: To store the final, structured data.
- Ollama (Local AI): This template is designed to run locally for free. You must have Ollama running and pull two models from your terminal:
ollama pull benhaotang/Nanonets-OCR-s:F16
ollama pull command-r7b:7b-12-2024-q8_0
How to set up
Setup should take about 10-15 minutes. The workflow contains 7 sticky notes that will guide you step-by-step.
- Airtable: Use the link in the main sticky note (
[1]) to duplicate the Airtable base to your own account.
- Ollama: Make sure you have pulled the two required models listed above.
- Credentials: You will need to add three credentials in n8n:
- Your Google Drive (OAuth2) credentials.
- Your Airtable (Personal Access Token) credentials.
- Your Ollama credentials. (To do this, create an "OpenAI API" credential, set the Base URL to your local server (e.g.,
http://localhost:11434/v1), and use ollama as the API Key).
- Follow the Notes: Click through the workflow and follow the numbered sticky notes (
[1] to [6]) to connect your credentials and select your folders for each node.
How to customize the workflow
- Use Cloud AI: This template is flexible! You can easily swap the local Ollama models for a cloud provider (like OpenAI's GPT-4o or Anthropic's Claude 3). Just change the credentials and model name in the two AI nodes (
OpenAI Chat Model and Data Cleaner).
- Add More Fields: To extract more data (e.g.,
SupplierVATNumber), simply add the new field to the prompt in the Data Cleaner node and map it in the AirTable - Create a record1 node.