{ "workflow": { "id": 4059, "name": "Extract and save invoice data from Google Drive to Sheets with Dumpling AI", "views": 2622, "recentViews": 0, "totalViews": 2622, "createdAt": "2025-05-14T21:31:31.196Z", "description": "### Who is this for?\n\nThis workflow is perfect for operations teams, accountants, e-commerce businesses, or finance managers who regularly process digital invoices and need to automate data extraction and record-keeping.\n\n---\n\n### What problem is this workflow solving?\n\nManually reading invoice PDFs, extracting relevant data, and entering it into spreadsheets is time-consuming and error-prone. This workflow automates that processβ€”watching a Google Drive folder, extracting structured invoice data using Dumpling AI, and saving the results into Google Sheets.\n\n---\n\n### What this workflow does\n\n1. Watches a specific Google Drive folder for new invoices.\n2. Downloads the uploaded invoice file.\n3. Converts the file into a Base64 format.\n4. Sends the file to Dumpling AI’s `extract-document` endpoint with a detailed parsing prompt.\n5. Parses Dumpling AI’s JSON response using a Code node.\n6. Splits the `items` array into individual rows using the Split Out node.\n7. Appends each invoice item to a preformatted Google Sheet along with the full header metadata (order number, PO, addresses, etc.).\n\n---\n\n### Setup\n\n1. **Google Drive Setup**\n - Create or select a folder in Google Drive and place the folder ID in the trigger node.\n - Make sure your n8n Google Drive credentials are authorized for access.\n\n2. **Google Sheets**\n - Create a Google Sheet with the following headers:\n `Order number`, `Document Date`, `Po_number`, `Sold to name`, `Sold to address`, `Ship to name`, `Ship to address`, `Model`, `Description`, `Quantity`, `Unity price`, `Total price`\n - Paste the Sheet ID and sheet name (`Sheet1`) into the Google Sheets node.\n\n3. **Dumpling AI**\n - Sign up at [Dumpling AI](https://www.dumplingai.com/)\n - Go to your account settings and generate your API key.\n - Paste this key into the HTTP header of the Dumpling AI request node.\n - The endpoint used is: `https://app.dumplingai.com/api/v1/extract-document`\n\n4. **Prompt (already included)**\n - This prompt extracts: order number, document date, PO number, shipping/billing details, and detailed line items (model, quantity, unit price, total).\n\n---\n\n### How to customize this workflow to your needs\n\n- Adjust the Google Sheet fields to fit your invoice structure.\n- Modify the Dumpling AI prompt if your invoices have additional or different data points.\n- Add filtering logic if you want to handle different invoice types differently.\n- Replace Google Sheets with Airtable or a database if preferred.\n- Use a different trigger like an email attachment if invoices come via email.\n\n---\n", "workflow": { "id": "Q9K6tDu4TJpqtRQ1", "meta": { "instanceId": "a1ae5c8dc6c65e674f9c3947d083abcc749ef2546dff9f4ff01de4d6a36ebfe6", "templateCredsSetupCompleted": true }, "name": "Extract and Save Invoice Data from Google Drive to Sheets with Dumpling AI", "tags": [], "nodes": [ { "id": "4cdec8f8-9e08-433f-832d-18a9af3f4531", "name": "Google Drive Trigger – Watch Folder for New Files", "type": "n8n-nodes-base.googleDriveTrigger", "position": [ -160, -180 ], "parameters": { "event": "fileCreated", "options": {}, "pollTimes": { "item": [ { "mode": "everyMinute" } ] }, "triggerOn": "specificFolder", "folderToWatch": { "__rl": true, "mode": "list", "value": "", "cachedResultUrl": "https://drive.google.com/drive/folders/1Dquh3PguyBImKvHlbkp55NBvYoB8IKr5", "cachedResultName": "invoice-n8n" } }, "credentials": { "googleDriveOAuth2Api": { "id": "credential-id", "name": "googleDriveOAuth2Api Credential" } }, "typeVersion": 1 }, { "id": "b67aea52-5f39-4fce-b476-d3b991b30519", "name": "Download Invoice File", "type": "n8n-nodes-base.googleDrive", "position": [ 60, -180 ], "parameters": { "fileId": { "__rl": true, "mode": "id", "value": "={{ $json.id }}" }, "options": {}, "operation": "download" }, "credentials": { "googleDriveOAuth2Api": { "id": "credential-id", "name": "googleDriveOAuth2Api Credential" } }, "typeVersion": 3 }, { "id": "94ccaf02-0070-4200-b778-139ea075949a", "name": "Convert invoice File to Base64", "type": "n8n-nodes-base.extractFromFile", "position": [ 280, -180 ], "parameters": { "options": {}, "operation": "binaryToPropery" }, "typeVersion": 1 }, { "id": "760f6b02-65b6-4a28-af70-53602f8e2724", "name": "Send file to Dumpling AI for Data Extraction", "type": "n8n-nodes-base.httpRequest", "position": [ 500, -180 ], "parameters": { "url": "https://app.dumplingai.com/api/v1/extract-document", "method": "POST", "options": {}, "jsonBody": "={\n \"inputMethod\": \"base64\",\n \"files\": [\"{{ $json.data }}\"], \n \"prompt\": \"Extract the order number, document date, PO number, sold to name and address, ship to name and address, list of items with model, quantity, unit price, and total price, and the final total amount including tax.\", \n \"jsonMode\": \"true\"\n}", "sendBody": true, "specifyBody": "json", "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth" }, "credentials": { "httpHeaderAuth": { "id": "credential-id", "name": "httpHeaderAuth Credential" } }, "typeVersion": 4.2 }, { "id": "b5545cf6-8ebb-4c0e-903b-5a14af7de087", "name": "Parse Dumpling AI JSON Response", "type": "n8n-nodes-base.code", "position": [ 720, -180 ], "parameters": { "jsCode": "const raw = $input.first().json.results;\nconst parsed = JSON.parse(raw);\nreturn [{ json: parsed }];\n" }, "typeVersion": 2 }, { "id": "84318159-a0ce-4049-a7db-2ac0fa79b8d4", "name": "Split line Items from Invoice", "type": "n8n-nodes-base.splitOut", "position": [ 940, -180 ], "parameters": { "options": {}, "fieldToSplitOut": "items" }, "typeVersion": 1 }, { "id": "834d6b99-cd0e-4633-949d-40e53ba06324", "name": "Save Data to Google Sheet", "type": "n8n-nodes-base.googleSheets", "position": [ 1140, -180 ], "parameters": { "columns": { "value": { "Model": "={{ $json.model }}", "Quantity": "={{ $json.quantity }}", "Po_number": "={{ $('Parse Dumpling AI JSON Response').item.json.PO_number }}", "Description": "={{ $json.description }}", "Total price": "={{ $json.total_price }}", "Unity price": "={{ $json.unit_price }}", "Order number": "={{ $('Parse Dumpling AI JSON Response').item.json.order_number }}", "Ship to name": "={{ $('Parse Dumpling AI JSON Response').item.json.ship_to_name }}", "Sold to name": "={{ $('Parse Dumpling AI JSON Response').item.json.sold_to_name }}", "Document Date": "={{ $('Parse Dumpling AI JSON Response').item.json.document_date }}", "Ship to address": "={{ $('Parse Dumpling AI JSON Response').item.json.ship_to_address }}", "Sold to address": "={{ $('Parse Dumpling AI JSON Response').item.json.sold_to_address }}" }, "schema": [ { "id": "Order number", "type": "string", "display": true, "required": false, "displayName": "Order number", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Document Date", "type": "string", "display": true, "required": false, "displayName": "Document Date", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Po_number", "type": "string", "display": true, "required": false, "displayName": "Po_number", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Sold to name", "type": "string", "display": true, "required": false, "displayName": "Sold to name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Sold to address", "type": "string", "display": true, "required": false, "displayName": "Sold to address", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Ship to name", "type": "string", "display": true, "required": false, "displayName": "Ship to name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Ship to address", "type": "string", "display": true, "required": false, "displayName": "Ship to address", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Model", "type": "string", "display": true, "required": false, "displayName": "Model", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Description", "type": "string", "display": true, "required": false, "displayName": "Description", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Quantity", "type": "string", "display": true, "required": false, "displayName": "Quantity", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Unity price", "type": "string", "display": true, "required": false, "displayName": "Unity price", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Total price", "type": "string", "display": true, "required": false, "displayName": "Total price", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "defineBelow", "matchingColumns": [], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {}, "operation": "append", "sheetName": { "__rl": true, "mode": "list", "value": "", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/170eyZdmRUNXlpSZmcl5PiHTUKjukd-soDQq2cAe6FQo/edit#gid=0", "cachedResultName": "Sheet1" }, "documentId": { "__rl": true, "mode": "list", "value": "", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/170eyZdmRUNXlpSZmcl5PiHTUKjukd-soDQq2cAe6FQo/edit?usp=drivesdk", "cachedResultName": "my invoice" } }, "credentials": { "googleSheetsOAuth2Api": { "id": "credential-id", "name": "googleSheetsOAuth2Api Credential" } }, "typeVersion": 4.5 }, { "id": "f98684d0-6c7b-4ba2-b820-4b30e9ff10c1", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ -740, -400 ], "parameters": { "width": 540, "height": 500, "content": "### πŸ“Œ **Workflow Overview: Extract & Save Invoice Data from Google Drive with Dumpling AI**\n\n#### This workflow monitors a Google Drive folder for new files (invoices), extracts structured invoice data using Dumpling AI, and appends it to a Google Sheet.\n---\nπŸ”Ή **Node Breakdown:**\n\n1. **Google Drive Trigger** – Watches a folder for new invoice files. \n2. **Download Invoice File** – Retrieves the uploaded file from Drive. \n3. **Extract Base64** – Converts the downloaded file to base64 format. \n4. **Dumpling AI Extraction** – Sends the base64 file with a prompt to Dumpling AI for invoice parsing. \n5. **Parse AI Response** – Converts the returned JSON string into readable structured data. \n6. **Split Line Items** – Breaks the `items` array into individual invoice entries. \n7. **Append to Google Sheet** – Saves the invoice data row by row into the target spreadsheet.\n\nβœ… Make sure you have your Dumpling AI API key and correct Google Sheet ID in place before running the workflow.\n\n" }, "typeVersion": 1 } ], "active": false, "pinData": { "Split line Items from Invoice": [ { "json": { "model": "AMST42CU1300", "quantity": 1, "unit_price": "$773.85", "description": "AIR HANDLER", "total_price": "$773.85" } }, { "json": { "model": "GLZS4BA4210", "quantity": 1, "unit_price": "$1,508.85", "description": "14.3 SEER2 HP R32, 3.5 TON", "total_price": "$1,508.85" } }, { "json": { "model": "HKTSD15XB", "quantity": 1, "unit_price": "$156.00", "description": "ELECTRIC HEAT KIT, 15 KW", "total_price": "$156.00" } }, { "json": { "model": "83615", "quantity": 1, "unit_price": "$15.39", "description": "MARS 60A NON-FUSED DISCONNECT", "total_price": "$15.39" } }, { "json": { "model": "6RSR048118", "quantity": 1, "unit_price": "$11.22", "description": "INSULTUBE TITAN 1/2\"X1-1/8\"X 6'", "total_price": "$11.22" } }, { "json": { "model": "SB-2", "quantity": 1, "unit_price": "$0.67", "description": "2\" SEALANT BRUSH", "total_price": "$0.67" } }, { "json": { "model": "6RX048078", "quantity": 2, "unit_price": "$3.18", "total_price": "$6.36" } }, { "json": { "model": "CADS-1G", "quantity": 1, "unit_price": "$14.36", "description": "FIBER DUCT SEALANT GRAY 1 GAL", "total_price": "$14.36" } }, { "json": { "model": "599390-EC", "quantity": 1, "unit_price": "$63.91", "description": "20X20 1-2\" F/C FILTER BASE", "total_price": "$63.91" } }, { "json": { "model": "CCF-8-2020-1", "quantity": 1, "unit_price": "$4.09", "description": "CC M8 PLEAT FILTER 20X20X1", "total_price": "$4.09" } }, { "json": { "model": "TH1110DH1003", "quantity": 1, "unit_price": "$38.21", "description": "PRO1000 1H/1C NON-PROG HORIZON", "total_price": "$38.21" } }, { "json": { "model": "401-007BC", "quantity": 1, "unit_price": "$0.62", "description": "PVC 3/4 TEE SLIP", "total_price": "$0.62" } }, { "json": { "model": "436-007BC", "quantity": 2, "unit_price": "$0.49", "description": "PVC 3/4 MALE ADPT MIPTXS", "total_price": "$0.98" } }, { "json": { "model": "406-007BC", "quantity": 2, "unit_price": "$0.46", "description": "PVC 3/4 90 ELB SXS", "total_price": "$0.92" } }, { "json": { "model": "429-007BC", "quantity": 3, "unit_price": "$0.45", "description": "PVC 3/4 COUP SLIP", "total_price": "$1.34" } }, { "json": { "model": "97085", "quantity": 1, "unit_price": "$33.31", "description": "SAFE-T-SWITCH SS1-GEN3", "total_price": "$33.31" } }, { "json": { "model": "304100-HC", "quantity": 1, "unit_price": "$31.84", "description": "MASTIC TAPE 3\" X 100'", "total_price": "$31.84" } }, { "json": { "model": "84137", "quantity": 1, "unit_price": "$25.78", "description": "WHIP 3/4 X 6' 8GA NONMETALLIC", "total_price": "$25.78" } } ], "Parse Dumpling AI JSON Response": [ { "json": { "tax": "$221.74", "items": [ { "model": "AMST42CU1300", "quantity": 1, "unit_price": "$773.85", "description": "AIR HANDLER", "total_price": "$773.85" }, { "model": "GLZS4BA4210", "quantity": 1, "unit_price": "$1,508.85", "description": "14.3 SEER2 HP R32, 3.5 TON", "total_price": "$1,508.85" }, { "model": "HKTSD15XB", "quantity": 1, "unit_price": "$156.00", "description": "ELECTRIC HEAT KIT, 15 KW", "total_price": "$156.00" }, { "model": "83615", "quantity": 1, "unit_price": "$15.39", "description": "MARS 60A NON-FUSED DISCONNECT", "total_price": "$15.39" }, { "model": "6RSR048118", "quantity": 1, "unit_price": "$11.22", "description": "INSULTUBE TITAN 1/2\"X1-1/8\"X 6'", "total_price": "$11.22" }, { "model": "SB-2", "quantity": 1, "unit_price": "$0.67", "description": "2\" SEALANT BRUSH", "total_price": "$0.67" }, { "model": "6RX048078", "quantity": 2, "unit_price": "$3.18", "total_price": "$6.36" }, { "model": "CADS-1G", "quantity": 1, "unit_price": "$14.36", "description": "FIBER DUCT SEALANT GRAY 1 GAL", "total_price": "$14.36" }, { "model": "599390-EC", "quantity": 1, "unit_price": "$63.91", "description": "20X20 1-2\" F/C FILTER BASE", "total_price": "$63.91" }, { "model": "CCF-8-2020-1", "quantity": 1, "unit_price": "$4.09", "description": "CC M8 PLEAT FILTER 20X20X1", "total_price": "$4.09" }, { "model": "TH1110DH1003", "quantity": 1, "unit_price": "$38.21", "description": "PRO1000 1H/1C NON-PROG HORIZON", "total_price": "$38.21" }, { "model": "401-007BC", "quantity": 1, "unit_price": "$0.62", "description": "PVC 3/4 TEE SLIP", "total_price": "$0.62" }, { "model": "436-007BC", "quantity": 2, "unit_price": "$0.49", "description": "PVC 3/4 MALE ADPT MIPTXS", "total_price": "$0.98" }, { "model": "406-007BC", "quantity": 2, "unit_price": "$0.46", "description": "PVC 3/4 90 ELB SXS", "total_price": "$0.92" }, { "model": "429-007BC", "quantity": 3, "unit_price": "$0.45", "description": "PVC 3/4 COUP SLIP", "total_price": "$1.34" }, { "model": "97085", "quantity": 1, "unit_price": "$33.31", "description": "SAFE-T-SWITCH SS1-GEN3", "total_price": "$33.31" }, { "model": "304100-HC", "quantity": 1, "unit_price": "$31.84", "description": "MASTIC TAPE 3\" X 100'", "total_price": "$31.84" }, { "model": "84137", "quantity": 1, "unit_price": "$25.78", "description": "WHIP 3/4 X 6' 8GA NONMETALLIC", "total_price": "$25.78" } ], "PO_number": "ASHLEY OAK", "order_number": "FN29709", "ship_to_name": "CARNES & SONS LLC", "sold_to_name": "CARNES & SONS LLC", "total_amount": "$2,909.44", "document_date": "08/23/2024", "ship_to_address": "DAIKIN COMFORT TECHNOLOGY #364, 4980 EISENHAUER RD, SUITE 206 SAN ANTONIO TX 78218", "sold_to_address": "9988 MACAWAY RD, ADKINS TX 78101" } } ], "Send file to Dumpling AI for Data Extraction": [ { "json": { "pages": 4, "prompt": "Extract the order number, document date, PO number, sold to name and address, ship to name and address, list of items with model, quantity, unit price, and total price, and the final total amount including tax.", "results": "{\n \"order_number\": \"FN29709\",\n \"document_date\": \"08/23/2024\",\n \"PO_number\": \"ASHLEY OAK\",\n \"sold_to_name\": \"CARNES & SONS LLC\",\n \"sold_to_address\": \"9988 MACAWAY RD, ADKINS TX 78101\",\n \"ship_to_name\": \"CARNES & SONS LLC\",\n \"ship_to_address\": \"DAIKIN COMFORT TECHNOLOGY #364, 4980 EISENHAUER RD, SUITE 206 SAN ANTONIO TX 78218\",\n \"items\": [\n {\n \"model\": \"AMST42CU1300\",\n \"description\": \"AIR HANDLER\",\n \"quantity\": 1,\n \"unit_price\": \"$773.85\",\n \"total_price\": \"$773.85\"\n },\n {\n \"model\": \"GLZS4BA4210\",\n \"description\": \"14.3 SEER2 HP R32, 3.5 TON\",\n \"quantity\": 1,\n \"unit_price\": \"$1,508.85\",\n \"total_price\": \"$1,508.85\"\n },\n {\n \"model\": \"HKTSD15XB\",\n \"description\": \"ELECTRIC HEAT KIT, 15 KW\",\n \"quantity\": 1,\n \"unit_price\": \"$156.00\",\n \"total_price\": \"$156.00\"\n },\n {\n \"model\": \"83615\",\n \"description\": \"MARS 60A NON-FUSED DISCONNECT\",\n \"quantity\": 1,\n \"unit_price\": \"$15.39\",\n \"total_price\": \"$15.39\"\n },\n {\n \"model\": \"6RSR048118\",\n \"description\": \"INSULTUBE TITAN 1/2\\\"X1-1/8\\\"X 6'\",\n \"quantity\": 1,\n \"unit_price\": \"$11.22\",\n \"total_price\": \"$11.22\"\n },\n {\n \"model\": \"SB-2\",\n \"description\": \"2\\\" SEALANT BRUSH\",\n \"quantity\": 1,\n \"unit_price\": \"$0.67\",\n \"total_price\": \"$0.67\"\n },\n {\n \"model\": \"6RX048078\",\n \"quantity\": 2,\n \"unit_price\": \"$3.18\",\n \"total_price\": \"$6.36\"\n },\n {\n \"model\": \"CADS-1G\",\n \"description\": \"FIBER DUCT SEALANT GRAY 1 GAL\",\n \"quantity\": 1,\n \"unit_price\": \"$14.36\",\n \"total_price\": \"$14.36\"\n },\n {\n \"model\": \"599390-EC\",\n \"description\": \"20X20 1-2\\\" F/C FILTER BASE\",\n \"quantity\": 1,\n \"unit_price\": \"$63.91\",\n \"total_price\": \"$63.91\"\n },\n {\n \"model\": \"CCF-8-2020-1\",\n \"description\": \"CC M8 PLEAT FILTER 20X20X1\",\n \"quantity\": 1,\n \"unit_price\": \"$4.09\",\n \"total_price\": \"$4.09\"\n },\n {\n \"model\": \"TH1110DH1003\",\n \"description\": \"PRO1000 1H/1C NON-PROG HORIZON\",\n \"quantity\": 1,\n \"unit_price\": \"$38.21\",\n \"total_price\": \"$38.21\"\n },\n {\n \"model\": \"401-007BC\",\n \"description\": \"PVC 3/4 TEE SLIP\",\n \"quantity\": 1,\n \"unit_price\": \"$0.62\",\n \"total_price\": \"$0.62\"\n },\n {\n \"model\": \"436-007BC\",\n \"description\": \"PVC 3/4 MALE ADPT MIPTXS\",\n \"quantity\": 2,\n \"unit_price\": \"$0.49\",\n \"total_price\": \"$0.98\"\n },\n {\n \"model\": \"406-007BC\",\n \"description\": \"PVC 3/4 90 ELB SXS\",\n \"quantity\": 2,\n \"unit_price\": \"$0.46\",\n \"total_price\": \"$0.92\"\n },\n {\n \"model\": \"429-007BC\",\n \"description\": \"PVC 3/4 COUP SLIP\",\n \"quantity\": 3,\n \"unit_price\": \"$0.45\",\n \"total_price\": \"$1.34\"\n },\n {\n \"model\": \"97085\",\n \"description\": \"SAFE-T-SWITCH SS1-GEN3\",\n \"quantity\": 1,\n \"unit_price\": \"$33.31\",\n \"total_price\": \"$33.31\"\n },\n {\n \"model\": \"304100-HC\",\n \"description\": \"MASTIC TAPE 3\\\" X 100'\",\n \"quantity\": 1,\n \"unit_price\": \"$31.84\",\n \"total_price\": \"$31.84\"\n },\n {\n \"model\": \"84137\",\n \"description\": \"WHIP 3/4 X 6' 8GA NONMETALLIC\",\n \"quantity\": 1,\n \"unit_price\": \"$25.78\",\n \"total_price\": \"$25.78\"\n }\n ],\n \"total_amount\": \"$2,909.44\",\n \"tax\": \"$221.74\"\n}", "fileCount": 1, "creditUsage": 14 } } ] }, "settings": { "executionOrder": "v1" }, "versionId": "d618bc19-f2a6-454b-bbce-9833eca14022", "connections": { "Download Invoice File": { "main": [ [ { "node": "Convert invoice File to Base64", "type": "main", "index": 0 } ] ] }, "Split line Items from Invoice": { "main": [ [ { "node": "Save Data to Google Sheet", "type": "main", "index": 0 } ] ] }, 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