Automated Invoice Archiving

Automatically fetch, store, and extract key information from invoices received via email from your ISP or utility provider (electricity, gas, telecom, water, etc.).The workflow saves the invoices to Google Drive (or optionally to your personal FTP/SFTP server) and logs all invoice details into Google Sheets via AI-powered extraction.

Read: Full setup Guide

How it works

1. Scheduled TriggerRuns the workflow at a selected interval (e.g., every hour). You can freely adjust the timing.

2. Gmail – Fetch MessagesReads your Gmail inbox and retrieves only messages coming from your ISP/utility provider’s email address, filtering for messages with PDF attachments.

3. Gmail – Download Invoice Fetches the full email content and downloads the attached invoice (PDF).

4. Google Drive – Upload File Uploads the invoice into a specific Google Drive folder of your choice.

5. (Optional) Upload to FTP/SFTP Sends a copy of the invoice to your personal server via secure FTP/SFTP.

6. AI Extraction Pipeline

• Extract PDF Text – converts the PDF into text (OCR not required if text-based).

• AI Agent (OpenRouter) – understands the invoice content and extracts structured fields (invoice number, date, provider name, total amount, tax info, line items, etc.)

• Code Node – sanitizes and parses the JSON from the AI model.

1. Google Sheets – Append Invoice DataAdds a new row to your Google Sheet with all parsed invoice fields.

2. (Optional) CleanupAutomatically deletes:– the Gmail message– the temporary file in Google Drive(Useful when you only want your FTP or Sheets copy.)

Parameters to configure

Node-by-node breakdown

1. Schedule Trigger

Runs at the interval you choose (default: hourly).Start → triggers entire workflow.

2. Gmail – Get Many Messages

Filters inbox items using:

• Sender email (your ISP/utility address)

• Has attachment

• Unread or recent messages

Downloads metadata + attachment references.

3. Filter – Contains Attachment

Ensures only messages with binary attachments continue.

4. Gmail – Get Invoice

Downloads:

• Full email JSON

• The invoice PDF (binary data)

5. Google Drive – Upload File

Uploads invoice PDF with a dynamic filename:

{{ $json.from.value[0].name }}-{{ $json.date }}.pdf

Requires:

• Google Drive OAuth2 credentials

• Folder ID (destination directory)

6. HTTP Request – Download File

Retrieves the raw PDF file from Google Drive for further processing.

7. (Optional) FTP/SFTP Upload

Uploads the PDF to your server using:

• Host / IP

• Port (default 22)

• Username

• Password or private key

• Destination path

Filename is sanitized to ensure Unix compatibility.

8. (Optional) Delete Temporary File

Deletes the Google Drive file if you don’t want duplicates.

9. (Optional) Delete Gmail Message

Removes the original email once processed (optional inbox cleanup).

10. Extract from File (PDF → Text)

Reads the PDF and extracts raw text for AI processing.

11. OpenRouter Chat Model

LLM backend for the AI agent. Provides:

• invoice parsing

• field extraction

• structured reasoning

12. AI Agent – Extract Invoice Fields

The agent is instructed to return strict JSON only, containing keys such as:

• vendor_name

• invoice_number

• invoice_date

• total_amount

• tax_details

• line_items[]

• po_number

• po_date

Works for most standard PDF invoices.

13. Code – Clean & Parse JSON

Sanitizes the AI output:

• Removes markdown fences

• Extracts valid JSON

• Parses into a clean JS object

If the AI output is malformed, debugging info is returned.

14. Google Sheets – Append Data

Appends the extracted fields into a structured row.Example mappings:

• Vendor → {{ $json.vendor_name }}

• Invoice Number → {{ $json.invoice_number }}

• Date → {{ $json.invoice_date }}

• Amount → {{ $json.total_amount }}

• Service Type → {{ $json.line_items[0].description }}

💡 Tips & best practices

• Add multiple sender filters if you have more than one utility provider.

• Ensure invoices are text-based PDFs for best extraction results.

• Use Google Drive as a reliable long-term archive, or keep only FTP if you prefer local storage.

• Create charts in Google Sheets for tracking:

  • Monthly utility cost trends

  • Year-over-year comparison

  • Consumption spikes (if included in invoices)

⚠️ Important notes

• Utility invoices contain personal and financial data. Keep your FTP/SFTP server secure.

• Google APIs require proper OAuth2 or Service Account setup; misconfiguration may cause permission errors.

• This workflow is for personal automation, not a replacement for official fiscal archiving.

• AI extraction quality depends on invoice formatting and the model you choose.