Workflow n8n
Automatisation Google Drive avec n8n : création de factures automatisées
Ce workflow n8n a pour objectif d'automatiser la création de factures à partir de fichiers stockés sur Google Drive. Dans un contexte professionnel où la gestion des factures peut être chronophage, cette automatisation permet de gagner un temps précieux tout en réduisant les risques d'erreurs. Les entreprises qui traitent un volume important de documents peuvent bénéficier de cette solution pour fluidifier leur processus de facturation. Le workflow commence par un déclencheur Webhook qui reçoit une notification lorsqu'un nouveau fichier est ajouté à un dossier spécifique sur Google Drive. Ensuite, le fichier est traité via un nœud HTTP qui permet de l'envoyer à un service externe pour extraction des lignes de facturation. Les données extraites sont ensuite traitées par un nœud de code qui permet de structurer les informations avant de les envoyer à Airtable pour la création de la facture et des lignes de facturation correspondantes. Grâce à cette automatisation n8n, les utilisateurs peuvent réduire considérablement le temps passé sur des tâches manuelles et se concentrer sur des activités à plus forte valeur ajoutée, tout en assurant une meilleure précision dans la gestion des factures.
Tags clés :automatisationGoogle Drivefacturationn8nAirtable
Catégorie: Webhook · Tags: automatisation, Google Drive, facturation, n8n, Airtable❤ 0
Workflow n8n Google Drive, facturation, Airtable : vue d'ensemble
Schéma des nœuds et connexions de ce workflow n8n, généré à partir du JSON n8n.
Workflow n8n Google Drive, facturation, Airtable : détail des nœuds
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"nodes": [
{
"id": "9df72ef9-3b9d-40e4-9cb5-a5ada153c0bb",
"name": "Google Drive",
"type": "n8n-nodes-base.googleDrive",
"position": [
120,
-180
],
"parameters": {
"fileId": {
"__rl": true,
"mode": "id",
"value": "={{ $json.id }}"
},
"options": {},
"operation": "download"
},
"credentials": {
"googleDriveOAuth2Api": {
"id": "wpiZXesxk9S8fkVG",
"name": "Google Drive account 2"
}
},
"typeVersion": 3
},
{
"id": "e21bb906-658c-4a52-9c7b-b77d6e0e7ea5",
"name": "Upload File",
"type": "n8n-nodes-base.httpRequest",
"position": [
360,
-180
],
"parameters": {
"url": "https://api.cloud.llamaindex.ai/api/parsing/upload",
"method": "POST",
"options": {},
"sendBody": true,
"contentType": "multipart-form-data",
"sendHeaders": true,
"bodyParameters": {
"parameters": [
{
"name": "webhook_url",
"value": "https://n8n.lowcoding.dev/webhook/0f7f5ebb-8b66-453b-a818-20cc3647c783"
},
{
"name": "file",
"parameterType": "formBinaryData",
"inputDataFieldName": "data"
},
{
"name": "disable_ocr",
"value": "true"
},
{
"name": "disable_image_extraction",
"value": "True"
}
]
},
"headerParameters": {
"parameters": [
{
"name": "accept",
"value": "application/json"
},
{
"name": "Authorization",
"value": "Bearer "
},
{
"name": "parsing_instruction",
"value": "Please extract invoice line items: Name, Quantity, Unit Price, Amount "
}
]
}
},
"typeVersion": 4.2
},
{
"id": "2a0c2331-4612-4b92-a0cc-b316bc663907",
"name": "Google Drive Trigger",
"type": "n8n-nodes-base.googleDriveTrigger",
"position": [
-80,
-180
],
"parameters": {
"event": "fileCreated",
"options": {},
"pollTimes": {
"item": [
{
"mode": "everyMinute"
}
]
},
"triggerOn": "specificFolder",
"folderToWatch": {
"__rl": true,
"mode": "list",
"value": "1IC39VXU8rewBU85offxYlBd9QlYzf8S7",
"cachedResultUrl": "https://drive.google.com/drive/folders/1IC39VXU8rewBU85offxYlBd9QlYzf8S7",
"cachedResultName": "Invoices"
}
},
"credentials": {
"googleDriveOAuth2Api": {
"id": "wpiZXesxk9S8fkVG",
"name": "Google Drive account 2"
}
},
"typeVersion": 1
},
{
"id": "4ad70b03-54f1-4715-9848-56fa6ba18278",
"name": "Create Invoice",
"type": "n8n-nodes-base.airtable",
"position": [
400,
340
],
"parameters": {
"base": {
"__rl": true,
"mode": "list",
"value": "appndgSF4faN4jPXi",
"cachedResultUrl": "https://airtable.com/appndgSF4faN4jPXi",
"cachedResultName": "Philipp's Base"
},
"table": {
"__rl": true,
"mode": "list",
"value": "tbloPc7Eay4Cvwysq",
"cachedResultUrl": "https://airtable.com/appndgSF4faN4jPXi/tbloPc7Eay4Cvwysq",
"cachedResultName": "Invoices"
},
"columns": {
"value": {},
"schema": [
{
"id": "Name",
"type": "string",
"display": true,
"removed": true,
"readOnly": false,
"required": false,
"displayName": "Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Line Items",
"type": "array",
"display": true,
"removed": true,
"readOnly": false,
"required": false,
"displayName": "Line Items",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": []
},
"options": {},
"operation": "create"
},
"credentials": {
"airtableTokenApi": {
"id": "XT7hvl1w201jtBhx",
"name": "Airtable Personal Access Token account"
}
},
"typeVersion": 2.1
},
{
"id": "a408eeb4-2dc2-45ff-a989-92676356f596",
"name": "Create Line Item",
"type": "n8n-nodes-base.airtable",
"position": [
800,
340
],
"parameters": {
"base": {
"__rl": true,
"mode": "list",
"value": "appndgSF4faN4jPXi",
"cachedResultUrl": "https://airtable.com/appndgSF4faN4jPXi",
"cachedResultName": "Philipp's Base"
},
"table": {
"__rl": true,
"mode": "list",
"value": "tblIuVR9ocAomznzK",
"cachedResultUrl": "https://airtable.com/appndgSF4faN4jPXi/tblIuVR9ocAomznzK",
"cachedResultName": "Line Items"
},
"columns": {
"value": {
"Qty": "={{ $json.qty }}",
"Amount": "={{ parseFloat($json.amount.replace('$', '').trim()) }}",
"Invoices": "=[\"{{ $('Create Invoice').item.json.id }}\"]",
"Unit price": "={{ parseFloat($json.unit_price.replace('$', '').trim()) }}",
"Description": "={{ $json.description }}"
},
"schema": [
{
"id": "Name",
"type": "string",
"display": true,
"removed": true,
"readOnly": false,
"required": false,
"displayName": "Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Description",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Description",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Qty",
"type": "number",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Qty",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Unit price",
"type": "number",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Unit price",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Amount",
"type": "number",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Amount",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Invoices",
"type": "array",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Invoices",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": []
},
"options": {},
"operation": "create"
},
"credentials": {
"airtableTokenApi": {
"id": "XT7hvl1w201jtBhx",
"name": "Airtable Personal Access Token account"
}
},
"typeVersion": 2.1
},
{
"id": "7ee324e8-6df3-48d6-b1b8-6fdb610b1ec7",
"name": "OpenAI - Extract Line Items",
"type": "n8n-nodes-base.httpRequest",
"position": [
180,
340
],
"parameters": {
"url": "=https://api.openai.com/v1/chat/completions",
"method": "POST",
"options": {},
"jsonBody": "={\n \"model\": \"gpt-4o-mini\",\n \"messages\": [\n {\n \"role\": \"system\",\n \"content\": {{ JSON.stringify($('Set Fields').item.json.prompt) }}\n },\n {\n \"role\": \"user\",\n \"content\": {{ JSON.stringify( JSON.stringify($('Webhook').item.json.body.json[0].items) ) }}\n }\n ],\n \"response_format\":{ \"type\": \"json_schema\", \"json_schema\": {{ $('Set Fields').item.json.schema }}\n\n }\n }",
"sendBody": true,
"specifyBody": "json",
"authentication": "predefinedCredentialType",
"nodeCredentialType": "openAiApi"
},
"credentials": {
"openAiApi": {
"id": "9RivS2BmSh1DDBFm",
"name": "OpenAi account 3"
}
},
"typeVersion": 4.2
},
{
"id": "eda31919-9091-4d45-bd73-4609b71f93a9",
"name": "Set Fields",
"type": "n8n-nodes-base.set",
"position": [
-40,
340
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "dc09a5b4-ff6a-4cee-b87e-35de7336ac05",
"name": "prompt",
"type": "string",
"value": "Please, process parsed data and return only needed."
},
{
"id": "4e0f9af6-517f-42af-9ced-df0e8a7118b0",
"name": "schema",
"type": "string",
"value": "={\n \"name\": \"generate_schema\",\n \"description\": \"Generate schema for an array of objects representing items with their descriptions, quantities, unit prices, and amounts.\",\n \"strict\": true,\n \"schema\": {\n \"type\": \"object\",\n \"required\": [\n \"items\"\n ],\n \"properties\": {\n \"items\": {\n \"type\": \"array\",\n \"description\": \"Array of item objects\",\n \"items\": {\n \"type\": \"object\",\n \"required\": [\n \"description\",\n \"qty\",\n \"unit_price\",\n \"amount\"\n ],\n \"properties\": {\n \"description\": {\n \"type\": \"string\",\n \"description\": \"Description of the item\"\n },\n \"qty\": {\n \"type\": \"string\",\n \"description\": \"Quantity of the item\"\n },\n \"unit_price\": {\n \"type\": \"string\",\n \"description\": \"Unit price of the item formatted as a string\"\n },\n \"amount\": {\n \"type\": \"string\",\n \"description\": \"Total amount for the item formatted as a string\"\n }\n },\n \"additionalProperties\": false\n }\n }\n },\n \"additionalProperties\": false\n }\n}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "cc0d97d8-fb62-43eb-b484-4dd39f8db4b4",
"name": "Process Line Items",
"type": "n8n-nodes-base.code",
"position": [
600,
340
],
"parameters": {
"jsCode": "// Get the input from the \"OpenAI - Extract Line Items\" node\nconst input = $(\"OpenAI - Extract Line Items\").first().json;\n\n// Initialize an array for the output\nconst outputItems = [];\n\n// Navigate to the 'content' field in the choices array\nconst content = input.choices[0]?.message?.content;\n\nif (content) {\n try {\n // Parse the stringified JSON in the 'content' field\n const parsedContent = JSON.parse(content);\n\n // Extract 'items' and add them to the output array\n if (Array.isArray(parsedContent.items)) {\n outputItems.push(...parsedContent.items.map(i => ({ json: i })));\n }\n } catch (error) {\n // Handle any parsing errors\n console.error('Error parsing content:', error);\n }\n}\n\n// Return the extracted items\nreturn outputItems;\n"
},
"typeVersion": 2
},
{
"id": "741dc44e-6d47-4a77-80c2-5e18b291da33",
"name": "Webhook",
"type": "n8n-nodes-base.webhook",
"position": [
-220,
340
],
"webhookId": "0f7f5ebb-8b66-453b-a818-20cc3647c783",
"parameters": {
"path": "0f7f5ebb-8b66-453b-a818-20cc3647c783",
"options": {},
"httpMethod": "POST"
},
"typeVersion": 2
},
{
"id": "fbc196c8-7518-4deb-ac47-f37f1b8150eb",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-260,
-300
],
"parameters": {
"width": 920,
"height": 400,
"content": "## Scenario 1\n\n"
},
"typeVersion": 1
},
{
"id": "96368d41-7886-487f-a8a7-e4dac3b01f45",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-280,
240
],
"parameters": {
"width": 1340,
"height": 460,
"content": "## Scenario 2\n\n"
},
"typeVersion": 1
},
{
"id": "6b7c94d7-c844-4246-ba1a-cea5937792db",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-60,
0
],
"parameters": {
"color": 3,
"width": 270,
"height": 80,
"content": "### Replace Google Drive connection"
},
"typeVersion": 1
},
{
"id": "9c8141d0-428a-44e5-b900-b07fa64db4f5",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
320,
0
],
"parameters": {
"color": 3,
"width": 170,
"height": 80,
"content": "### Replace API key in header"
},
"typeVersion": 1
},
{
"id": "48243fe4-4ed1-43dc-b508-8b3f9472bb67",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
140,
540
],
"parameters": {
"color": 3,
"width": 170,
"height": 80,
"content": "### Replace OpenAI connection"
},
"typeVersion": 1
},
{
"id": "ffc6b530-69ab-4ccb-945d-94f8fdc1e3ab",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
400,
540
],
"parameters": {
"color": 3,
"width": 530,
"height": 80,
"content": "### Replace Airtable connection"
},
"typeVersion": 1
},
{
"id": "15047f43-5f7e-4c70-a754-fffb41c04611",
"name": "Sticky Note9",
"type": "n8n-nodes-base.stickyNote",
"position": [
-760,
380
],
"parameters": {
"color": 7,
"width": 330.5152611046425,
"height": 239.5888196628349,
"content": "### ... or watch set up video [7 min]\n[](https://youtu.be/E4I0nru-fa8)\n"
},
"typeVersion": 1
},
{
"id": "812f6cc7-a093-41d0-9750-48253d9f04a8",
"name": "Sticky Note7",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1060,
-300
],
"parameters": {
"color": 7,
"width": 636,
"height": 657,
"content": "\n## AI Agent for realtime insights on meetings\n**Made by [Mark Shcherbakov](https://www.linkedin.com/in/marklowcoding/) from community [5minAI](https://www.skool.com/5minai)**\n\nTranscribing meetings manually can be tedious and prone to error. This workflow automates the transcription process in real-time, ensuring that key discussions and decisions are accurately captured and easily accessible for later review, thus enhancing productivity and clarity in communications.\n\nThe workflow leverages n8n and LlamaParse to automatically detect new invoices in a designated Google Drive folder, parse essential billing details, and store the extracted data in a structured format. The key functionalities include:\n- Real-time detection of new invoices via Google Drive triggers.\n- Automated HTTP requests to initiate parsing through Lama Cloud.\n- Structured storage of invoice details and line items in a database for future reference.\n\n1. **Google Drive Integration**: Monitors a specific folder in Google Drive for new invoice uploads.\n2. **Parsing with LlamaParse**: Automatically sends invoices for parsing and processes results through webhooks.\n3. **Data Storage in Airtable**: Creates records for invoices and their associated line items, allowing for detailed tracking."
},
"typeVersion": 1
},
{
"id": "a80e6528-cf79-4229-8c58-6856fd86b6e7",
"name": "Sticky Note6",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1060,
380
],
"parameters": {
"color": 7,
"width": 280,
"height": 626,
"content": "### Set up steps\n\n1. **Google Drive Trigger**: \n - Set up a trigger to detect new files in a specified folder dedicated to invoices.\n\n2. **File Upload to LlamaParse**: \n - Create an HTTP request that sends the invoice file to LlamaParse for parsing, including relevant header settings and webhook URL.\n\n3. **Webhook Processing**: \n - Establish a webhook node to handle parsed results from LlamaParse, extracting needed invoice details effectively.\n\n4. **Invoice Record Creation**: \n - Create initial records for invoices in your database using the parsed details received from the webhook.\n\n5. **Line Item Processing**: \n - Transform string data into structured line item arrays and create individual records for each item linked to the main invoice."
},
"typeVersion": 1
}
],
"pinData": {},
"connections": {
"Webhook": {
"main": [
[
{
"node": "Set Fields",
"type": "main",
"index": 0
}
]
]
},
"Set Fields": {
"main": [
[
{
"node": "OpenAI - Extract Line Items",
"type": "main",
"index": 0
}
]
]
},
"Google Drive": {
"main": [
[
{
"node": "Upload File",
"type": "main",
"index": 0
}
]
]
},
"Create Invoice": {
"main": [
[
{
"node": "Process Line Items",
"type": "main",
"index": 0
}
]
]
},
"Process Line Items": {
"main": [
[
{
"node": "Create Line Item",
"type": "main",
"index": 0
}
]
]
},
"Google Drive Trigger": {
"main": [
[
{
"node": "Google Drive",
"type": "main",
"index": 0
}
]
]
},
"OpenAI - Extract Line Items": {
"main": [
[
{
"node": "Create Invoice",
"type": "main",
"index": 0
}
]
]
}
}
}Workflow n8n Google Drive, facturation, Airtable : pour qui est ce workflow ?
Ce workflow s'adresse principalement aux PME et aux équipes financières qui cherchent à optimiser leur processus de facturation. Les utilisateurs n'ont pas besoin d'un niveau technique avancé, mais une compréhension de base des outils numériques est recommandée.
Workflow n8n Google Drive, facturation, Airtable : problème résolu
Ce workflow résout le problème de la gestion manuelle des factures, qui peut entraîner des erreurs et des retards. En automatisant ce processus, les utilisateurs éliminent les frustrations liées à la saisie manuelle des données et réduisent le risque d'erreurs humaines. À la suite de la mise en place de cette automatisation, les entreprises peuvent s'attendre à une augmentation de leur efficacité opérationnelle et à une réduction des délais de traitement des factures.
Workflow n8n Google Drive, facturation, Airtable : étapes du workflow
Étape 1 : Le workflow est déclenché par un Webhook qui capte l'ajout d'un fichier dans Google Drive.
- Étape 1 : Le fichier est ensuite envoyé à un service externe via un nœud HTTP pour extraire les lignes de facturation.
- Étape 2 : Les données extraites sont traitées par un nœud de code qui structure les informations.
- Étape 3 : Les informations sont ensuite envoyées à Airtable pour créer la facture et les lignes de facturation correspondantes.
Workflow n8n Google Drive, facturation, Airtable : guide de personnalisation
Pour personnaliser ce workflow, vous pouvez modifier l'URL du Webhook pour l'adapter à votre système. Il est également possible de changer le dossier à surveiller sur Google Drive en ajustant les paramètres du nœud Google Drive Trigger. Pour l'intégration avec Airtable, assurez-vous de mettre à jour les identifiants de la base et des tables utilisées. Si vous souhaitez ajouter d'autres services, vous pouvez facilement intégrer des nœuds supplémentaires dans le flux d'automatisation.