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Create a custom copy of "AI Auto-Save Gmail Receipts"

Template: AI Auto-Save Gmail Receipts

Workflow JSON

{"id":"nd9yWEb16mznm5tg","meta":{"instanceId":"a51f0c866a8392141497eefec55e5e9a9643a767ce369c214fb54b78c285cd5a","templateCredsSetupCompleted":true},"name":"AI Auto-Save Gmail Receipts","tags":[],"nodes":[{"id":"8fdd8f41-acfd-4430-bdfe-b9a43ea81dcc","name":"Schedule Trigger","type":"n8n-nodes-base.scheduleTrigger","position":[0,-640],"parameters":{"rule":{"interval":[{"triggerAtHour":8}]}},"typeVersion":1.2},{"id":"a8c74ce2-0665-4c34-8e06-1a412f249be4","name":"AI Agent","type":"@n8n/n8n-nodes-langchain.agent","position":[1100,-640],"parameters":{"text":"=You are an expert assistant that extracts receipt fields for tax tracking.\n\nHere is the full receipt text:\n{{ $json.text }}\n\nExtract and return a single JSON object with the following fields:\n- \"date\": Format as YYYY-MM-DD.\n- \"merchant\": Name of business or company issuing the receipt. If a value is missing, return `null`.\n- \"category\": Infer based on context (e.g. Meals, Software, Travel, Office Supplies).\n- \"description\": A short summary of the service or item purchased (e.g. “Domain name renewal for 2 years”). If a value is missing, return `null`.\n- \"subtotal\": Value before GST. Extract only if clearly labeled.If a value is missing, return 0.\n- \"tax\": The Goods and Services Tax amount (labelled as GST or Tax). Return 0 if not present.If a value is missing, return 0.\n- \"total\": Final amount paid (after tax). If a value is missing, return 0.\n- \"id\": {{ $json.id }}\n- \"threadId\": {{ $json.threadId }}\n\n\n\nRespond ONLY with a JSON object, like this:\n{\n  \"date\": \"2025-03-12\",\n  \"merchant\": \"Vendor\",\n  \"category\": \"Software\",\n  \"description\": \"Subscribe for 2 years\",\n  \"subtotal\": 45.32,\n  \"tax\": 4.53,\n  \"total\": 49.85\n}\n","options":{},"promptType":"define","hasOutputParser":true},"retryOnFail":true,"typeVersion":2},{"id":"1b97d088-fcaf-45dd-9d86-acb381984cc0","name":"OpenAI Chat Model","type":"@n8n/n8n-nodes-langchain.lmChatOpenAi","position":[1128,-420],"parameters":{"model":{"__rl":true,"mode":"list","value":"gpt-4","cachedResultName":"gpt-4"},"options":{}},"credentials":{"openAiApi":{"id":"__PLACEHOLDER__","name":"openAiApi Account"}},"typeVersion":1.2},{"id":"5084e1bc-349b-4806-8954-c97a3d26d333","name":"Structured Output Parser","type":"@n8n/n8n-nodes-langchain.outputParserStructured","position":[1248,-420],"parameters":{"schemaType":"manual","inputSchema":"{\n  \"type\": \"object\",\n  \"properties\": {\n    \"date\": {\n      \"type\": \"string\",\n      \"format\": \"date\"\n    },\n    \"merchant\": {\n      \"type\": \"string\"\n    },\n    \"category\": {\n      \"type\": \"string\"\n    },\n    \"description\": {\n      \"type\": \"string\"\n    },\n    \"subtotal\": {\n      \"type\": \"number\"\n    },\n    \"tax\": {\n      \"type\": \"number\"\n    },\n    \"total\": {\n      \"type\": \"number\"\n    },\n    \"id\": {\n      \"type\": \"string\"\n    }\n    ,\n    \"threadId\": {\n      \"type\": \"string\"\n    }\n  },\n  \"required\": [\"date\", \"merchant\", \"category\", \"description\", \"subtotal\", \"tax\", \"total\", \"id\", \"threadId\"]\n}\n"},"typeVersion":1.3},{"id":"174f31ac-0849-47aa-8ff1-751d74e952e1","name":"Get Emails with Receipts","type":"n8n-nodes-base.gmail","position":[220,-640],"webhookId":"__PLACEHOLDER__","parameters":{"simple":false,"filters":{"q":"has:attachment","labelIds":["Label_3361902760602362460"],"readStatus":"unread"},"options":{},"operation":"getAll","returnAll":true},"credentials":{"gmailOAuth2":{"id":"__PLACEHOLDER__","name":"gmailOAuth2 Account"}},"typeVersion":2.1},{"id":"8fcc7b91-267b-4572-9948-b7a4215cbf44","name":"Get Required Fields","type":"n8n-nodes-base.set","position":[660,-440],"parameters":{"options":{},"assignments":{"assignments":[{"id":"d9d2348c-eca4-4255-a6a9-de29ca06f2c6","name":"id","type":"string","value":"={{ $json.id }}"},{"id":"8685f151-93c4-4eca-8378-ea6ec7b03631","name":"threadId","type":"string","value":"={{ $json.threadId }}"},{"id":"695604d2-438d-4168-9747-f46a84f289ad","name":"textAsHtml","type":"string","value":"={{ $json.textAsHtml }}"},{"id":"4fe59ba7-e736-4911-8080-f0cbb94db73d","name":"subject","type":"string","value":"={{ $json.subject }}"},{"id":"288351d6-9248-4e84-b96d-006f14d0f6c3","name":"date","type":"string","value":"={{ $json.date }}"}]}},"typeVersion":3.4},{"id":"04b2b190-b370-411c-844c-2d8275aa1579","name":"Download Attachment","type":"n8n-nodes-base.gmail","position":[440,-640],"webhookId":"__PLACEHOLDER__","parameters":{"simple":false,"options":{"downloadAttachments":true},"messageId":"={{ $json.id }}","operation":"get"},"credentials":{"gmailOAuth2":{"id":"__PLACEHOLDER__","name":"gmailOAuth2 Account"}},"typeVersion":2.1},{"id":"34256129-d04a-4e01-86cc-6a5b2108b954","name":"Append to Google Sheet","type":"n8n-nodes-base.googleSheets","position":[1476,-740],"parameters":{"columns":{"value":{"Tax":"{{ $json.output.tax}}","Date":"={{ $json.output.date }}","Total":"={{ $json.output.total }}","Merchant":"={{ $json.output.merchant }}","Subtotal":"={{ $json.output.subtotal }}","Category ":"={{ $json.output.category }}","Description":"={{ $json.output.description }}"},"schema":[{"id":"Date","type":"string","display":true,"required":false,"displayName":"Date","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Merchant","type":"string","display":true,"required":false,"displayName":"Merchant","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Category ","type":"string","display":true,"required":false,"displayName":"Category ","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Description","type":"string","display":true,"required":false,"displayName":"Description","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Subtotal","type":"string","display":true,"removed":false,"required":false,"displayName":"Subtotal","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Total","type":"string","display":true,"removed":false,"required":false,"displayName":"Total","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Tax","type":"string","display":true,"removed":false,"required":false,"displayName":"Tax","defaultMatch":false,"canBeUsedToMatch":true}],"mappingMode":"defineBelow","matchingColumns":["id"],"attemptToConvertTypes":false,"convertFieldsToString":false},"options":{},"operation":"append","sheetName":{"__rl":true,"mode":"list","value":"__YOUR_SHEETNAME__","cachedResultUrl":"__PLACEHOLDER__","cachedResultName":"Sheet1"},"documentId":{"__rl":true,"mode":"list","value":"__YOUR_DOCUMENTID__","cachedResultUrl":"__PLACEHOLDER__","cachedResultName":"Receipts"}},"credentials":{"googleSheetsOAuth2Api":{"id":"__PLACEHOLDER__","name":"googleSheetsOAuth2Api Account"}},"typeVersion":4.6,"alwaysOutputData":true},{"id":"1288f2c7-732b-4e35-9d4d-4b20c5f61171","name":"Merge Data","type":"n8n-nodes-base.merge","position":[880,-640],"parameters":{"mode":"combine","options":{},"combineBy":"combineByPosition","numberInputs":3},"typeVersion":3.2},{"id":"e67ccaae-5bbc-4023-abbc-c9733d11198c","name":"Upload File","type":"n8n-nodes-base.googleDrive","position":[660,-840],"parameters":{"name":"={{ \n  (() => {\n    const date = $json.date.slice(0, 10).replace(/-/g, '');\n    const sender = ($json.from?.value?.[0]?.name || 'Unknown').trim();\n    const cleanSender = sender\n      .replace(/[^a-zA-Z0-9]/g, '_')   // replace non-alphanumeric\n      .replace(/_+/g, '_')             // collapse repeated _\n      .replace(/^_+|_+$/g, '');        // trim leading/trailing _\n    return `${date}_${cleanSender}`;\n  })()\n}}","driveId":{"__rl":true,"mode":"list","value":"My Drive","cachedResultUrl":"__PLACEHOLDER__","cachedResultName":"My Drive"},"options":{},"folderId":{"__rl":true,"mode":"url","value":"__YOUR_FOLDERID__"},"inputDataFieldName":"attachment_0"},"credentials":{"googleDriveOAuth2Api":{"id":"__PLACEHOLDER__","name":"googleDriveOAuth2Api Account"}},"typeVersion":3},{"id":"36288b85-6591-4f4a-8637-bf21c8aea23e","name":"Extract Data from Invoice","type":"n8n-nodes-base.extractFromFile","position":[660,-640],"parameters":{"options":{},"operation":"pdf","binaryPropertyName":"attachment_0"},"typeVersion":1},{"id":"b9494f63-29ae-42fa-b4ce-6509119d234b","name":"Mark Email as Read","type":"n8n-nodes-base.gmail","position":[1476,-540],"webhookId":"__PLACEHOLDER__","parameters":{"messageId":"={{ $json.output.id }}","operation":"markAsRead"},"credentials":{"gmailOAuth2":{"id":"__PLACEHOLDER__","name":"gmailOAuth2 Account"}},"typeVersion":2.1},{"id":"c482e032-f3f4-49d5-81b0-c2ef7f191b13","name":"Sticky Note","type":"n8n-nodes-base.stickyNote","position":[520,-1000],"parameters":{"width":380,"height":320,"content":"### 📤 Upload Receipt to Google Drive\nThis node saves the PDF attachment from the email to your Google Drive.\n- Double-click to choose the destination folder\n- Make sure Google Drive credentials are set up in **Credentials > Google Drive**\n"},"typeVersion":1},{"id":"f724e9e1-0de2-4db8-b221-ed5692dc0ab4","name":"Sticky Note1","type":"n8n-nodes-base.stickyNote","position":[-120,-840],"parameters":{"width":320,"height":400,"content":"### 🕒 Entry Point – Auto-Run This Flow\nThis node controls when the flow is triggered (currently 8am daily).\n- You can change the schedule from cron to manual\n- Starts the chain of pulling emails, extracting data, and saving to Drive + Sheets\n"},"typeVersion":1}],"active":false,"pinData":{},"settings":{"executionOrder":"v1"},"versionId":"0ebecebd-a40a-4c41-bba3-12866c150052","connections":{"AI Agent":{"main":[[{"node":"Append to Google Sheet","type":"main","index":0},{"node":"Mark Email as Read","type":"main","index":0}]]},"Merge Data":{"main":[[{"node":"AI Agent","type":"main","index":0}]]},"Upload File":{"main":[[{"node":"Merge Data","type":"main","index":0}]]},"Schedule Trigger":{"main":[[{"node":"Get Emails with Receipts","type":"main","index":0}]]},"OpenAI Chat Model":{"ai_languageModel":[[{"node":"AI Agent","type":"ai_languageModel","index":0}]]},"Download Attachment":{"main":[[{"node":"Upload File","type":"main","index":0},{"node":"Get Required Fields","type":"main","index":0},{"node":"Extract Data from Invoice","type":"main","index":0}]]},"Get Required Fields":{"main":[[{"node":"Merge Data","type":"main","index":2}]]},"Append to Google Sheet":{"main":[[]]},"Get Emails with Receipts":{"main":[[{"node":"Download Attachment","type":"main","index":0}]]},"Structured Output Parser":{"ai_outputParser":[[{"node":"AI Agent","type":"ai_outputParser","index":0}]]},"Extract Data from Invoice":{"main":[[{"node":"Merge Data","type":"main","index":1}]]}}}

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