PDF Invoice Data Extraction & Tracking with Google Drive, Claude AI & Telegram

Description

📥 Invoice Intake & Notification Workflow This automated n8n workflow monitors a Google Drive folder for newly uploaded invoice PDFs, extracts essential information (like client name, invoice number, amount, due date), logs the data into a Google Sheet for recordkeeping, and sends a formatted Telegram message to notify the billing team. For step-by-step video build of workflows like this: https://www.youtube.com/@automatewithmarc ✅ What This Workflow Does 🕵️ Watches a Google Drive folder for new invoice files 📄 Extracts data from PDF invoices using AI (LangChain Information Extractor) 📊 Appends extracted data into a structured Google Sheet 💬 Notifies the billing team via Telegram with invoice details 🤖 Optionally uses Claude Sonnet AI model to format human-friendly summaries ⚙️ How It Works – Step-by-Step Trigger: Workflow starts when a new PDF invoice is added to a specific Google Drive folder. Download & Parse: The file is downloaded and its content extracted. Data Extraction: AI-powered extractor pulls invoice details (invoice number, client, date, amount, etc.). Log to Google Sheets: All extracted data is appended to a predefined Google Sheet. AI Notification Formatting: An Anthropic Claude model formats a clear invoice notification message. Telegram Alert: The formatted summary is sent to a Telegram channel or group to alert the billing team. 🧠 AI & Tools Used Google Drive Trigger & File Download PDF Text Extraction Node LangChain Information Extractor Google Sheets Node (Append Data) Anthropic Claude (Telegram Message Formatter) Telegram Node (Send Notification) 🛠️ Setup Instructions Google Drive: Set up OAuth2 credentials and specify the folder ID to watch. Google Sheets: Link the workflow to your invoice tracking sheet. Telegram: Set up your Telegram bot and obtain the chat ID. Anthropic & OpenAI: Add your Claude/OpenAI credentials if formatting is enabled. 💡 Use Cases Automated bookkeeping and invoice tracking Real-time billing alerts for accounting teams AI-powered invoice ingestion and summary. An n8n automation workflow template by Automate With Marc.

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• 7 nodes
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