Automated Invoice Processing from Gmail with Azure GPT-4 and Human Verification

Overview

This workflow automates the extraction and processing of invoice PDFs received via Gmail. Leveraging Azure OpenAI GPT-4 for intelligent data extraction and incorporating human verification, it ensures both efficiency and accuracy in handling financial documents.

Key Features

• Automated Email Trigger: Monitors Gmail for incoming invoice emails.
• AI-Powered Extraction: Uses Azure GPT-4 to extract relevant invoice data from attachments.
• Conditional Logic: Employs IF nodes to determine if attachments are valid invoices and if AI extraction is confident.
• Manual Verification: Integrates a human review step for ambiguous cases, ensuring data integrity.
• File Management: Saves validated invoice PDFs locally for record-keeping.
• Notifications: Sends status updates and confirmations via Gmail.

Benefits

• Reduces Manual Work: Automates repetitive invoice processing tasks, saving significant time.
• Enhances Accuracy: Combines AI extraction with human oversight to minimize errors.
• Improves Compliance: Ensures all invoices are properly reviewed and archived.

Use Cases

• Finance Teams: Streamline accounts payable workflows.
• SMBs: Automate invoice management without complex software.
• Enterprises: Integrate with existing finance systems for scalable document processing.

Integrations

• Gmail: For email monitoring and notifications.
• Azure OpenAI: For advanced document data extraction.
• n8n Nodes: For workflow orchestration and logic.