Automatisation Gmail avec n8n : traitement de PDF et notes
Ce workflow n8n a pour objectif d'automatiser le traitement des fichiers PDF reçus par email, permettant ainsi de gérer efficacement les documents importants. Dans un contexte professionnel où la gestion documentaire est cruciale, ce workflow s'adresse aux équipes administratives et aux gestionnaires de projets qui souhaitent simplifier le traitement des pièces jointes. Lorsqu'un email est reçu, le déclencheur 'On email received' active le processus. Ensuite, le workflow vérifie si l'email contient des pièces jointes via le noeud 'Has attachments?'. Si des fichiers sont présents, le workflow passe à l'étape suivante où il lit le contenu des PDF avec le noeud 'Read PDF'. À ce stade, une vérification est effectuée pour déterminer si le fichier est un PDF valide grâce au noeud 'Is PDF'. Si c'est le cas, le contenu est analysé et comparé à des critères définis via 'OpenAI matches PDF textual content'. Les résultats peuvent ensuite être utilisés pour créer des notes dans 'Sticky Note' ou pour uploader des fichiers sur Google Drive. Ce processus permet de gagner un temps précieux en éliminant les tâches manuelles et en réduisant les risques d'erreurs. En intégrant cette automatisation n8n, les entreprises peuvent améliorer leur efficacité opérationnelle et se concentrer sur des tâches à plus forte valeur ajoutée.
Workflow n8n Google Drive, Gmail, PDF : vue d'ensemble
Schéma des nœuds et connexions de ce workflow n8n, généré à partir du JSON n8n.
Workflow n8n Google Drive, Gmail, PDF : détail des nœuds
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"meta": {
"instanceId": "a2434c94d549548a685cca39cc4614698e94f527bcea84eefa363f1037ae14cd"
},
"nodes": [
{
"id": "deafa2e8-af41-4f11-92e0-09992f6c6970",
"name": "Read PDF",
"type": "n8n-nodes-base.readPDF",
"position": [
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],
"parameters": {},
"typeVersion": 1
},
{
"id": "8e3ddbb1-83a1-4f79-9464-61d5a20f0427",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"width": 444.034812880766,
"height": 599.5274151436035,
"content": "## Send specific PDF attachments from Gmail to Google Drive using OpenAI\n\n_**DISCLAIMER**: You may have varying success when using this workflow so be prepared to validate the correctness of OpenAI's results._\n\nThis workflow reads PDF textual content and sends the text to OpenAI. Attachments of interest will then be uploaded to a specified Google Drive folder. For example, you may wish to send invoices received from an email to an inbox folder in Google Drive for later processing. This workflow has been designed to easily change the search term to match your needs. See the workflow for more details.\n\n### How it works\n1. Triggers off on the `On email received` node.\n2. Iterates over the attachments in the email.\n3. Uses the `OpenAI` node to filter out the attachments that do not match the search term set in the `Configure` node. You could match on various PDF files (i.e. invoice, receipt, or contract).\n4. If the PDF attachment matches the search term, the workflow uses the `Google Drive` node to upload the PDF attachment to a specific Google Drive folder.\n\n\nWorkflow written by [David Sha](https://davidsha.me)."
},
"typeVersion": 1
},
{
"id": "fb2c3697-a92f-4be1-b9a6-0326f87de70b",
"name": "Configure",
"type": "n8n-nodes-base.set",
"position": [
-20,
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],
"parameters": {
"values": {
"number": [
{
"name": "maxTokenSize",
"value": 4000
},
{
"name": "replyTokenSize",
"value": 50
}
],
"string": [
{
"name": "Match on",
"value": "payslip"
},
{
"name": "Google Drive folder to upload matched PDFs",
"value": "https://drive.google.com/drive/u/0/folders/1SKdHTnYoBNlnhF_QJ-Zyepy-3-WZkObo"
}
]
},
"options": {}
},
"typeVersion": 1
},
{
"id": "792c49f4-06e3-4d77-a31f-1513f70abf32",
"name": "Is PDF",
"type": "n8n-nodes-base.if",
"position": [
640,
1520
],
"parameters": {
"conditions": {
"string": [
{
"value1": "={{ $binary.data.fileExtension }}",
"value2": "pdf"
}
]
}
},
"typeVersion": 1
},
{
"id": "82be9111-665d-41c6-8190-2247acdb749b",
"name": "Not a PDF",
"type": "n8n-nodes-base.noOp",
"position": [
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],
"parameters": {},
"typeVersion": 1
},
{
"id": "c2ac155f-38ee-46f2-8a24-5614e3c32ff5",
"name": "Is matched",
"type": "n8n-nodes-base.if",
"position": [
1720,
1480
],
"parameters": {
"conditions": {
"string": [
{
"value1": "={{ $json[\"text\"] }}",
"value2": "true"
}
]
}
},
"typeVersion": 1
},
{
"id": "4a8f15b8-c153-493d-9a2a-d63d911d642d",
"name": "This is a matched PDF",
"type": "n8n-nodes-base.noOp",
"position": [
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1380
],
"parameters": {},
"typeVersion": 1
},
{
"id": "89601591-5c7b-461c-859b-25c7c1f0c2e6",
"name": "This is not a matched PDF",
"type": "n8n-nodes-base.noOp",
"position": [
1940,
1580
],
"parameters": {},
"typeVersion": 1
},
{
"id": "ac517c4a-83b8-441f-b14c-c927c18f8012",
"name": "Iterate over email attachments",
"type": "n8n-nodes-base.code",
"position": [
420,
1420
],
"parameters": {
"jsCode": "// https://community.n8n.io/t/iterating-over-email-attachments/13588/3\nlet results = [];\n\nfor (const item of $input.all()) {\n for (key of Object.keys(item.binary)) {\n results.push({\n json: {},\n binary: {\n data: item.binary[key],\n }\n });\n }\n}\n\nreturn results;"
},
"typeVersion": 1
},
{
"id": "79fdf2de-42fe-4ebb-80fb-cc80dcd284f9",
"name": "OpenAI matches PDF textual content",
"type": "n8n-nodes-base.openAi",
"position": [
1300,
1340
],
"parameters": {
"prompt": "=Does this PDF file look like a {{ $(\"Configure\").first().json[\"Match on\"] }}? Return \"true\" if it is a {{ $(\"Configure\").first().json[\"Match on\"] }} and \"false\" if not. Only reply with lowercase letters \"true\" or \"false\".\n\nThis is the PDF filename:\n```\n{{ $binary.data.fileName }}\n```\n\nThis is the PDF text content:\n```\n{{ $json.text }}\n```",
"options": {
"maxTokens": "={{ $('Configure').first().json.replyTokenSize }}",
"temperature": 0.1
}
},
"credentials": {
"openAiApi": {
"id": "30",
"name": "REPLACE ME"
}
},
"typeVersion": 1,
"alwaysOutputData": false
},
{
"id": "8bdb3263-40f2-4277-8cc0-f6edef90a1cd",
"name": "Merge",
"type": "n8n-nodes-base.merge",
"position": [
1500,
1480
],
"parameters": {
"mode": "combine",
"options": {
"clashHandling": {
"values": {
"resolveClash": "preferInput1"
}
}
},
"combinationMode": "mergeByPosition"
},
"typeVersion": 2
},
{
"id": "8e68e725-b2df-4c0c-8b17-e0cd4610714d",
"name": "Upload file to folder",
"type": "n8n-nodes-base.googleDrive",
"position": [
2160,
1380
],
"parameters": {
"name": "={{ $binary.data.fileName }}",
"options": {},
"parents": [
"={{ $('Configure').first().json[\"Google Drive folder to upload matched PDFs\"].split(\"/\").at(-1) }}"
],
"binaryData": true
},
"credentials": {
"googleDriveOAuth2Api": {
"id": "32",
"name": "REPLACE ME"
}
},
"typeVersion": 2
},
{
"id": "bda00901-5ade-471c-b6f9-a18ef4d71589",
"name": "On email received",
"type": "n8n-nodes-base.gmailTrigger",
"position": [
-240,
1520
],
"parameters": {
"simple": false,
"filters": {},
"options": {
"downloadAttachments": true,
"dataPropertyAttachmentsPrefixName": "attachment_"
},
"pollTimes": {
"item": [
{
"mode": "everyMinute"
}
]
}
},
"credentials": {
"gmailOAuth2": {
"id": "31",
"name": "REPLACE ME"
}
},
"typeVersion": 1
},
{
"id": "b2ff4774-336b-47a3-af3f-ada809ed9b8a",
"name": "Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"width": 259.0890718059702,
"height": 607.9684549079709,
"content": "### Configuration\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n__`Match on`(required)__: What should OpenAI's search term be? Examples: invoice, callsheet, receipt, contract, payslip.\n__`Google Drive folder to upload matched PDFs`(required)__: Paste the link of the GDrive folder, an example has been provided but will need to change to a folder you own.\n__`maxTokenSize`(required)__: The maximum token size for the model you choose. See possible models from OpenAI [here](https://platform.openai.com/docs/models/gpt-3).\n__`replyTokenSize`(required)__: The reply's maximum token size. Default is 300. This determines how much text the AI will reply with."
},
"typeVersion": 1
},
{
"id": "beb571fe-e7a3-4f3c-862b-dc01821e5f3f",
"name": "Ignore large PDFs",
"type": "n8n-nodes-base.noOp",
"position": [
1300,
1620
],
"parameters": {},
"typeVersion": 1
},
{
"id": "f3c4f249-08a7-4e5e-8f46-e07393ac10b5",
"name": "Is text within token limit?",
"type": "n8n-nodes-base.if",
"position": [
1080,
1520
],
"parameters": {
"conditions": {
"boolean": [
{
"value1": "={{ $json.text.length() / 4 <= $('Configure').first().json.maxTokenSize - $('Configure').first().json.replyTokenSize }}",
"value2": true
}
]
}
},
"typeVersion": 1
},
{
"id": "93b6fb96-3e0e-4953-bd09-cf882d2dc69c",
"name": "Has attachments?",
"type": "n8n-nodes-base.if",
"position": [
200,
1520
],
"parameters": {
"conditions": {
"boolean": [
{
"value1": "={{ $('On email received').item.binary.isNotEmpty() }}",
"value2": true
}
]
}
},
"typeVersion": 1
},
{
"id": "554d415e-a965-46be-8442-35c4cb6b005c",
"name": "There are no attachments",
"type": "n8n-nodes-base.noOp",
"position": [
420,
1620
],
"parameters": {},
"typeVersion": 1
}
],
"connections": {
"Merge": {
"main": [
[
{
"node": "Is matched",
"type": "main",
"index": 0
}
]
]
},
"Is PDF": {
"main": [
[
{
"node": "Read PDF",
"type": "main",
"index": 0
}
],
[
{
"node": "Not a PDF",
"type": "main",
"index": 0
}
]
]
},
"Read PDF": {
"main": [
[
{
"node": "Is text within token limit?",
"type": "main",
"index": 0
}
]
]
},
"Configure": {
"main": [
[
{
"node": "Has attachments?",
"type": "main",
"index": 0
}
]
]
},
"Is matched": {
"main": [
[
{
"node": "This is a matched PDF",
"type": "main",
"index": 0
}
],
[
{
"node": "This is not a matched PDF",
"type": "main",
"index": 0
}
]
]
},
"Has attachments?": {
"main": [
[
{
"node": "Iterate over email attachments",
"type": "main",
"index": 0
}
],
[
{
"node": "There are no attachments",
"type": "main",
"index": 0
}
]
]
},
"On email received": {
"main": [
[
{
"node": "Configure",
"type": "main",
"index": 0
}
]
]
},
"This is a matched PDF": {
"main": [
[
{
"node": "Upload file to folder",
"type": "main",
"index": 0
}
]
]
},
"Is text within token limit?": {
"main": [
[
{
"node": "OpenAI matches PDF textual content",
"type": "main",
"index": 0
},
{
"node": "Merge",
"type": "main",
"index": 1
}
],
[
{
"node": "Ignore large PDFs",
"type": "main",
"index": 0
}
]
]
},
"Iterate over email attachments": {
"main": [
[
{
"node": "Is PDF",
"type": "main",
"index": 0
}
]
]
},
"OpenAI matches PDF textual content": {
"main": [
[
{
"node": "Merge",
"type": "main",
"index": 0
}
]
]
}
}
}Workflow n8n Google Drive, Gmail, PDF : pour qui est ce workflow ?
Ce workflow s'adresse principalement aux entreprises et équipes qui gèrent un volume important de documents PDF par email, telles que les services administratifs, les départements de gestion de projet et les équipes de support client. Un niveau technique modéré est requis pour la personnalisation du workflow.
Workflow n8n Google Drive, Gmail, PDF : problème résolu
Ce workflow résout le problème de la gestion manuelle des fichiers PDF reçus par email, qui peut être chronophage et sujet à des erreurs. En automatisant ce processus, les utilisateurs peuvent éviter les pertes de temps liées à la lecture manuelle des documents et à leur classement. De plus, il réduit le risque de traitement incorrect des informations contenues dans les PDF, garantissant ainsi une meilleure précision et une gestion documentaire plus fluide.
Workflow n8n Google Drive, Gmail, PDF : étapes du workflow
Étape 1 : Le workflow est déclenché par la réception d'un email grâce au noeud 'On email received'.
- Étape 1 : Il vérifie la présence de pièces jointes avec 'Has attachments?'.
- Étape 2 : Si des pièces jointes sont présentes, le workflow lit le contenu des PDF via 'Read PDF'.
- Étape 3 : Une vérification est effectuée pour confirmer que le fichier est un PDF avec 'Is PDF'.
- Étape 4 : Si le fichier est valide, le contenu est analysé par 'OpenAI matches PDF textual content'.
- Étape 5 : En fonction des résultats, des notes peuvent être créées ou des fichiers peuvent être uploadés sur Google Drive.
Workflow n8n Google Drive, Gmail, PDF : guide de personnalisation
Pour personnaliser ce workflow, commencez par ajuster les paramètres du déclencheur 'On email received' pour spécifier les filtres d'email souhaités. Modifiez les critères d'analyse dans le noeud 'OpenAI matches PDF textual content' pour correspondre à vos besoins spécifiques. Si vous souhaitez changer le dossier de destination dans Google Drive, modifiez les paramètres du noeud 'Upload file to folder'. Vous pouvez également ajouter des conditions supplémentaires dans les noeuds 'Is PDF' et 'Has attachments?' pour affiner le traitement des fichiers. Assurez-vous de tester le workflow avec différents types de PDF pour garantir son efficacité.