Invoice Approval Router

Finance Invoices New Based on this page by Billy Christi · Are you the creator? · Report

Original template: Automated PDF Invoice Processing & Approval Flow using OpenAI and Google Sheets by Billy Christi

Counts one download per person per bot per day. Fewer than 10 shows New.

Description

Picks up PDF invoices from Gmail, extracts the data and routes each one through an approval step in Sheets.

What It Does

Picks up PDF invoices from Gmail.
Extracts the data.
Routes each one through an approval step in Sheets.
Works with Gmail, Google Drive, Google Sheets and OpenAI.
Leaves decisions with you: it prepares, checks and reports, and you act.

Who It's For

Freelancers
Small agencies
Service businesses

How to Set It Up

Time to Set Up

About 1 to 2 hours (our estimate)

Difficulty

Intermediate

Tools Needed

n8n: Free to self-host; n8n Cloud is paid
Gmail: Free with a Google account
Google Drive: Free with a Google account (15 GB); more storage is paid
Google Sheets: Free with a Google account
OpenAI: Pay as you go (API billed per token)

Read the creator's original page to confirm it fits your business.
Import the template into n8n, either self-hosted or on n8n Cloud.
Connect Gmail, Google Drive, Google Sheets and OpenAI when asked, using accounts you control.
Give it your accounting tool, invoice rules and payment terms.
Do a test run on a small sample and check every output by hand.
Once results look right, set a schedule or trigger and keep an approval step for anything customer-facing.

Connect First

n8n

Gmail

Google Drive

Google Sheets

OpenAI

These are the tools the creator's setup uses. However you normally connect them works.

Original Source

Found via n8n.io

Source by Billy Christi Open source

Used In

Results to Expect

Faster invoicing and fewer invoices forgotten or paid late. How much depends on your setup, market and follow-through.
Expect a first useful result after one or two test runs, and steadier output once you have tuned its instructions.

Our estimate, not a promise or a typical result. Results depend on your effort, skills, market and costs.

Tips and Pitfalls

Check totals and tax before sending.
Keep a record of every automated invoice.
Templates can break when n8n or a connected app changes; re-test after updates.

Questions

Is the Invoice Approval Router template free?

The template is free on n8n's gallery. n8n can be self-hosted for free or used on a paid n8n Cloud plan, and connected apps may charge for their own use.

Can it send invoices automatically?

It can draft or send based on your rules. Review the first batches before letting it run unattended.

How long does it take to set up Invoice Approval Router?

Our estimate is 1 to 2 hours for a first working run, including connecting Gmail, Google Drive and Google Sheets. Tuning it to your business takes a few more runs.

Listed on Money With AI Badge

Creators can show this listing on their own site or README.

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