Extract data from PDF reports with Gmail, OCR, Google Sheets and OpenAI GPT-4.1-mini

Name: Extract data from PDF reports with Gmail, OCR, Google Sheets and OpenAI GPT-4.1-mini
Availability: InStock
Author: Hyrum Hurst

Extract data from PDF reports with Gmail, OCR, Google Sheets and OpenAI GPT-4.1-mini preview

Open on n8n.io

$20/month : Unlimited workflows

2500 executions/month

Try free

THE #1 IN WEB SCRAPING

Scrape any website without limits

Try free

HOSTINGER

Early Deal
DISCOUNT 20%

Self-hosted n8n

Unlimited workflows - from $4.99/mo

Try free

#1 hub for scraping, AI & automation

6000+ actors - $5 credits/mo

Try free

Overview

Who’s it for

Consultants, agencies, financial analysts, and project managers who regularly receive client PDFs, invoices, or reports.

How it works / What it does

This n8n workflow automates PDF and report data extraction:

Triggers when a new PDF is uploaded to Google Drive, Dropbox, or received via email.
Uses OCR (PDF.co or Cloud OCR) to extract text from PDFs.
Parses key data fields using OpenAI or Regex:

Client Name
Project/Report Name
Dates
Financials / Metrics

Normalizes extracted data with a Set node for consistency.
Classifies document type (invoice, report, contract).
Routes data based on type:

Invoice → Update Google Sheets / QuickBooks / Xero
Report → Summarize metrics using AI
Contract → Notify relevant team members

Logs extracted data in Google Sheets.
Optional: Sends notifications via Slack or email.
Error handling included for unreadable or incomplete PDFs.
Includes logging for audit and tracking purposes.

How to set up

Connect Google Drive, Dropbox, or Gmail for PDF input.
Configure OCR node for accurate text extraction.
Connect OpenAI API for parsing and summarizing key metrics.
Set up Google Sheets or accounting software to store extracted data.
Optional: Configure Slack or email notifications for summaries.
Test workflow with sample PDFs to ensure data extraction and routing works correctly.

Requirements

n8n account with integrations for Google Drive, Dropbox, Gmail, Sheets.
OCR service (PDF.co or Cloud OCR).
OpenAI API key for data parsing.

How to customize

Adjust AI parsing rules for your specific fields.
Customize routing to different software (QuickBooks, Xero, Sheets).
Add additional notifications or automation steps as needed.

Created by Hyrum Hurst / QuarterSmart Keywords: AI PDF extraction, report parsing automation, n8n workflow, invoice extraction, consultant workflow, QuarterSmart

Hyrum Hurst

25 workflows

Complexity

advanced

Published 24 Jan 2026

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/12961/12961.json

Share Your Workflow

Have a useful automation to share? Publish it and help the community.

Submit Your Template How to Submit

Related Workflows

Create fillable document templates from PDF or DOCX with GPT-4o and Google Drive

## 📄Template Creator ### How it works This workflow accepts any uploaded document (PDF or DOCX) via webhook and automatically converts it into a reusable fill-in-the-blank template. **Step 1 — Identify:** GPT-4o first reads the document and determines the document type (e.g., Employment Contract, Invoice, NDA, Lease Agreement, Project Proposal) and the specific variable fields that type of document typically contains. **Step 2 — Templatize:** A second AI pass uses the identified document type and field list to replace all variable content with clearly labeled `[BRACKET]` placeholders while preserving all static boilerplate and structure verbatim. **Step 3 — Deliver:** The cleaned template is rendered to PDF via Gotenberg, uploaded to Google Drive, made publicly accessible, and a JSON response with file URLs is returned to the caller. ### Setup 1. Configure the **Webhook** path if needed (default: `general-template-creator`) 2. Set your **OpenAI** credential on both LLM nodes 3. Set your **Google Drive** credential and confirm the target folder ID in the Upload node 4. Confirm the **Gotenberg** URL matches your self-hosted instance 5. Install the community node `n8n-nodes-word2text` (see ⚠️ warning sticky) ### Customization - Swap GPT-4o for GPT-4.1 or GPT-4.1-mini on the Identify node to reduce cost on the lighter classification task - Add a Switch node after identification to route different document types to type-specific prompts - Modify the Drive folder ID to sort templates into subfolders by document type Document accepts input from a form such as the one found here: [Sample Form](https://iportgpt.com/n8n_assets/template_creator_form.html)

View

Generate PDF pricing proposals from Excel with Gotenberg and Outlook

## How it works 1. **Webhook Trigger** — A web form POSTs prospect details, selected services, discount level, and requestor info to the webhook endpoint. 2. **Fetch Pricing Sheet** — Retrieves all rows from your `pricing_request.xlsx` Excel table in OneDrive/SharePoint. 3. **Process & Price** — Filters the pricing rows to the selected services, applies the correct Discount / Retail / Premium price tier, and calculates the total. 4. **Build HTML** — Renders a fully branded HTML proposal document with cover info, line-item pricing table, terms, and a signature block. 5. **Convert to PDF** — Sends the HTML to a self-hosted [Gotenberg](https://gotenberg.dev) instance, which returns a print-ready PDF. 6. **Email Proposal** — Delivers the PDF as an attachment via Gmail OAuth2 to the requester and any internal recipients you configure.

View

Classify and route email attachments with easybits, Gmail and Google Drive

## What This Workflow Does Receive any business document via email. The attachment is automatically **classified** (Invoice, Contract, or Purchase Order) using easybits Extractor, then **routed** down the correct path where a second Extractor pulls out document-specific data. Each route stores the file in Google Drive and triggers the appropriate action – Invoices go to a finance spreadsheet, Contracts and Purchase Orders trigger Slack notifications. ## How It Works 1. **Receive** – Gmail polls for new emails with attachments every minute 2. **Classify** – easybits Extractor identifies the document type and returns a class label 3. **Route** – A Switch node sends the item down the matching path (Invoice / Contract / PO) 4. **Merge Binary** – The original file is merged back into the routed item (classification strips the binary) 5. **Extract** – A second easybits Extractor pulls fields specific to that document type 6. **Merge Data + File** – Extracted JSON and original binary are combined for upload 7. **Store & Notify** – The file is uploaded to Google Drive; Invoices update a spreadsheet, Contracts and POs trigger Slack alerts --- ## Setup Guide ### 1. Create Your easybits Classification Pipeline 1. Go to **extractor.easybits.tech** and create a new pipeline 2. Add **one field** called `document_class` 3. In the field prompt, describe your classification categories and how to identify each one (see the "easybits: Classify Document" node for a reference prompt) 4. The prompt should instruct the model to return exactly one category label – no explanations, no extra text 5. Adjust the categories and identification criteria to match your specific document types 6. Copy your **Pipeline ID** and connect the credential in the classification node > 💡 **Tip:** The classification prompt is the heart of this workflow. The more specific your category descriptions and decision rules are, the more accurate your results will be. ### 2. Create Three Extraction Pipelines Create one pipeline per document type on **extractor.easybits.tech**: - **Invoice pipeline** – fields: `invoice_number`, `total_amount`, `currency`, `due_date`, `vendor_name` - **Contract pipeline** – fields: `client_name`, `contract_type`, `contract_value`, `currency`, `start_date`, `notice_period` - **Purchase Order pipeline** – fields: `supplier_name`, `po_number`, `order_date`, `expected_delivery_date`, `total_amount`, `currency` Connect each pipeline's credentials to the matching Extractor node. ### 3. Set Up Gmail Connect your Gmail account via OAuth2. Optionally filter by label to only process specific emails. Make sure **Download Attachments** is enabled in the node options. ### 4. Set Up Google Drive Create three folders in Google Drive: **Invoices**, **Contracts**, **Purchase Orders**. Select the correct folder in each Upload node. Set the **Input Binary Field** to `attachment_0` (or whichever field carries the PDF). ### 5. Set Up Google Sheets Create a spreadsheet (or use an existing Master Finance File). Make sure the column headers match the field mappings in the "Update Master Finance Sheet" node. ### 6. Set Up Slack Connect your Slack workspace. Select the channel for contract notifications (e.g. `#contracts`) and the channel for PO updates (e.g. `#operations`). Adjust the message templates if your extracted field names differ. ### 7. Activate & Test Set the workflow to active and send a test email with an invoice, contract, and purchase order attached to verify each route works end to end.

View

Need Custom Automation?

Get help designing a custom n8n workflow that connects your stack and fits your process.

Extract data from PDF reports with Gmail, OCR, Google Sheets and OpenAI GPT-4.1-mini

Workflow preview

Overview

Who’s it for

How it works / What it does

How to set up

Requirements

How to customize