8
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Asistente de Facturas con IA

Intermedio

Este es unInvoice Processing, Multimodal AIflujo de automatización del dominio deautomatización que contiene 13 nodos.Utiliza principalmente nodos como Set, Gmail, Filter, GoogleSheets, ManualTrigger. Agente de Facturas con IA

Requisitos previos
  • •Cuenta de Google y credenciales de API de Gmail
  • •Credenciales de API de Google Sheets
  • •Clave de API de OpenAI

Nodos utilizados (13)

Set
Gmail
Filter
StickyNote
GoogleSheets
ManualTrigger
SplitInBatches
Agent
CraftMyPdf
LmChatOpenAi
InformationExtractor

Categoría

Procesamiento de facturas
IA Multimodal
Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
React Flow
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
  "id": "eOgIRm4wzZec7jkD",
  "meta": {
    "instanceId": "061ca141d020a6e1355b8c7fe05f92a699e37e92079ad2e150a506ee8bbe9e11",
    "templateCredsSetupCompleted": true
  },
  "name": "AI Invoice Agent",
  "tags": [],
  "nodes": [
    {
      "id": "a3c4602c-fde7-4fed-9f6b-71a08a51f9ce",
      "name": "Al hacer clic en ‘Execute workflow’",
      "type": "n8n-nodes-base.manualTrigger",
      "position": [
        -2944,
        448
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "89a82cb6-c972-4a06-9f7e-29e3f322ad89",
      "name": "Google Sheets",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        -2752,
        448
      ],
      "parameters": {
        "options": {},
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "gid=0",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1d7CWcM_Ge6s2iaoGXOsxykLQFsDa_iyEFyP0qxJ9Qbs/edit#gid=0",
          "cachedResultName": "Sheet1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1d7CWcM_Ge6s2iaoGXOsxykLQFsDa_iyEFyP0qxJ9Qbs",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1d7CWcM_Ge6s2iaoGXOsxykLQFsDa_iyEFyP0qxJ9Qbs/edit?usp=drivesdk",
          "cachedResultName": "Client Invoices"
        }
      },
      "typeVersion": 4.6
    },
    {
      "id": "95b66133-04fe-42fd-b906-8e742efa1b27",
      "name": "Filter",
      "type": "n8n-nodes-base.filter",
      "position": [
        -2528,
        448
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "afe0ae0a-9f88-4605-b064-223db0c34522",
              "operator": {
                "name": "filter.operator.equals",
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "={{ $json.Status }}",
              "rightValue": "Pending"
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "2ab041df-a151-4eb7-b38d-b75b4c76fa91",
      "name": "Edit Fields",
      "type": "n8n-nodes-base.set",
      "position": [
        -2304,
        448
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "eae2796d-a5bb-4bc1-a4f6-26abc64e2185",
              "name": "\tInvoice ID",
              "type": "string",
              "value": "={{ $json['\tInvoice ID'] }}"
            },
            {
              "id": "72f18799-575f-4c4c-9f67-02a9dc9a45ab",
              "name": "Client Name",
              "type": "string",
              "value": "={{ $json['Client Name'] }}"
            },
            {
              "id": "66338ec2-a287-4319-b0a2-89c6e2915d07",
              "name": "Client Address",
              "type": "string",
              "value": "={{ $json['Client Address'] }}"
            },
            {
              "id": "9e9dceea-5fe0-4be8-8ddb-826b9e569dea",
              "name": "Project Name\t",
              "type": "string",
              "value": "={{ $json['Project Name\t'] }}"
            },
            {
              "id": "82d90cd2-1075-41d0-a251-242498884069",
              "name": "Amount (USD)",
              "type": "number",
              "value": "={{ $json['Amount (USD)'] }}"
            },
            {
              "id": "b84b6393-bfc2-494a-b8e1-3f918734088f",
              "name": "Invoice Date",
              "type": "string",
              "value": "={{ $now.format('yyyy-MM-dd') }}"
            },
            {
              "id": "889bc329-2802-4670-8d0e-88e97f25be65",
              "name": "Due Date",
              "type": "string",
              "value": "={{ $now.plus({day: 7}).format('yyyy-MM-dd') }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "bab29942-290c-43f0-940f-0a6a2553ba97",
      "name": "Loop Over Items",
      "type": "n8n-nodes-base.splitInBatches",
      "position": [
        -2080,
        448
      ],
      "parameters": {
        "options": {}
      },
      "typeVersion": 3
    },
    {
      "id": "fe9ce649-2590-4569-879e-1933f32ddf57",
      "name": "AI Agent",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        -1760,
        208
      ],
      "parameters": {
        "text": "=You are a professional invoicing assistant for a creative agency called \"Upward Engine\". Generate a polite, professional email to a client who has received an invoice as a PDF attachment. Include the client name, project name, invoice amount, invoice ID, invoice date, and due date.\n\nThe tone should be friendly but business-oriented, and the purpose is to inform the client that the invoice is attached, and to kindly request timely payment. End with a thank-you message and sign off as \"Upward Engine Team\".\n\nHere is the invoice data:\n- Client name: {{ $json['Client Name'] }}\n- Project Name: {{ $json['Project Name\t'] }}\n- Invoice Amount: {{ $json['Amount (USD)'] }}\n- Invoice ID: {{ $json['\tInvoice ID'] }}\n- Invoice Date: {{ $json['Invoice Date'] }}\n- Due Date: {{ $json['Due Date'] }}",
        "options": {},
        "promptType": "define"
      },
      "typeVersion": 2
    },
    {
      "id": "f6d889e9-5bf0-48a7-8562-bd45ced618fc",
      "name": "Information Extractor",
      "type": "@n8n/n8n-nodes-langchain.informationExtractor",
      "position": [
        -1424,
        208
      ],
      "parameters": {
        "text": "={{ $json.output }}",
        "options": {},
        "attributes": {
          "attributes": [
            {
              "name": "email subject",
              "description": "subject of the mail"
            },
            {
              "name": "email body",
              "description": "email body without the subject"
            }
          ]
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "012075eb-1e97-4d49-9b36-2a2e22ccdbdc",
      "name": "CraftMyPDF",
      "type": "n8n-nodes-craftmypdf.craftMyPdf",
      "position": [
        -1072,
        352
      ],
      "parameters": {
        "data": "={\n\"company_name\": \"Upward Engine\",\n    \"company_address\": \"Silicon Valey, USA\",\n    \"company_email\": \"admin@upwardengine.com\",\n    \"bill_to\": \"{{ $('Edit Fields').item.json['Client Name'] }}\",\n    \"bill_to_address\": \"{{ $('Edit Fields').item.json['Client Address'] }}\",\n    \"invoice_no\": \"{{ $('Edit Fields').item.json['\tInvoice ID'] }}\",\n    \"invoice_date\": \"{{ $('Edit Fields').item.json['Invoice Date'] }}\",\n    \"invoice_due_date\": \"{{ $('Edit Fields').item.json['Due Date'] }}\",\n    \"footer\": \"Thank you for working with Upward Engine\",\n    \"balance\": \"{{ $('Edit Fields').item.json['Amount (USD)'] }}\",\n    \"project_name\": \"{{ $('Edit Fields').item.json['Project Name\t'] }}\",\n    \"currency\": \"$\"\n\n}",
        "resource": "pdf",
        "templateId": "YOUR_TEMPLATE_ID",
        "export_type": "file"
      },
      "typeVersion": 1
    },
    {
      "id": "8f9cbcf4-0162-41ba-8934-3a2490e213bb",
      "name": "Gmail",
      "type": "n8n-nodes-base.gmail",
      "position": [
        -848,
        352
      ],
      "webhookId": "85f9cc55-4019-4f9f-a7b8-852ba7f38d1b",
      "parameters": {
        "sendTo": "={{ $('Google Sheets').item.json['Client Email'] }}",
        "message": "={{ $('Information Extractor').item.json.output['email body'] }}",
        "options": {
          "attachmentsUi": {
            "attachmentsBinary": [
              {
                "property": "output.pdf"
              }
            ]
          },
          "appendAttribution": false
        },
        "subject": "={{ $('Information Extractor').item.json.output['email subject'] }}",
        "emailType": "text"
      },
      "typeVersion": 2.1
    },
    {
      "id": "d2249aba-b9ef-451b-9646-e529836c38aa",
      "name": "Google Sheets1",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        -608,
        448
      ],
      "parameters": {
        "columns": {
          "value": {
            "Status": "Completed",
            "Due Date": "={{ $('Edit Fields').item.json['Due Date'] }}",
            "\tInvoice ID": "={{ $('Edit Fields').item.json['\tInvoice ID'] }}",
            "Invoice Date": "={{ $('Edit Fields').item.json['Invoice Date'] }}"
          },
          "schema": [
            {
              "id": "\tInvoice ID",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "\tInvoice ID",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Client Name",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Client Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Client Email",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Client Email",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Client Address",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Client Address",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Project Name\t",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Project Name\t",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Amount (USD)",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Amount (USD)",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Status",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Status",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Invoice Date",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Invoice Date",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Due Date",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Due Date",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [
            "\tInvoice ID"
          ],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "appendOrUpdate",
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "gid=0",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1d7CWcM_Ge6s2iaoGXOsxykLQFsDa_iyEFyP0qxJ9Qbs/edit#gid=0",
          "cachedResultName": "Sheet1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1d7CWcM_Ge6s2iaoGXOsxykLQFsDa_iyEFyP0qxJ9Qbs",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1d7CWcM_Ge6s2iaoGXOsxykLQFsDa_iyEFyP0qxJ9Qbs/edit?usp=drivesdk",
          "cachedResultName": "Client Invoices"
        }
      },
      "typeVersion": 4.6
    },
    {
      "id": "499dbf0b-3c1a-4a86-930e-d792834635d2",
      "name": "GPT - 4.1 mini",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        -1584,
        480
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "YmJZYHbn92LbB3C0",
          "name": "OpenAi account"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "81872408-4ad6-4bf7-8f45-aecfd9dadddd",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -4000,
        -320
      ],
      "parameters": {
        "color": 2,
        "width": 912,
        "height": 1152,
        "content": "✅ Make sure **CraftMyPDF** node is installed in your n8n otherwise it will show error. If first time it doesn't shows the **CraftMyPDF** node then install it then delete the complete workflow and reuse/reupload the workflow again:\n\n---\n\n# 🛠 Setup Guide\n\nFollow these steps to get started:\n\n1. **Prepare your Google Sheet**\n\n   * Connect your **Client Invoices** sheet in the **Google Sheets** node.\n   * Make sure the sheet has columns like: *Invoice ID, Client Name, Client Email, Client Address, Project Name, Amount (USD), Status, Invoice Date, Due Date*.\n   * This sheet will store invoice data and track payment status.\n\n2. **Filter pending invoices**\n\n   * The **Filter** node only processes rows where `Status = Pending`.\n   * Update invoice data accordingly before running the workflow.\n\n3. **Edit invoice fields**\n\n   * The **Edit Fields** node automatically sets the `Invoice Date` to today and calculates a `Due Date` (7 days later).\n   * It also maps client info and project details from the sheet.\n\n4. **Generate the client email draft**\n\n   * The **AI Agent** creates a polite, professional email using your invoice details.\n   * The **Information Extractor** separates the subject and body for structured email sending.\n\n5. **Create the invoice PDF**\n\n   * Connect your [CraftMyPDF](https://craftmypdf.com/) account and replace `YOUR_TEMPLATE_ID` with your template.\n   * The invoice includes company info, client details, project name, invoice amount, and payment due date.\n\n6. **Send the invoice email**\n\n   * Connect your **Gmail** account in the **Gmail** node.\n   * It sends the AI-generated email with the invoice PDF attached to the client’s email.\n\n7. **Update invoice status in Google Sheets**\n\n   * After sending, the **Google Sheets1** node updates the row by marking the invoice `Status` as **Completed** along with invoice and due dates.\n\nOnce set up, this workflow will **automatically generate invoices, send them via email with PDFs attached, and update your sheet** 📩📊\n\n---\n"
      },
      "typeVersion": 1
    },
    {
      "id": "a036c3db-df20-49a6-a42d-93559a8f245a",
      "name": "Sticky Note3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -2992,
        -304
      ],
      "parameters": {
        "color": 2,
        "width": 480,
        "height": 448,
        "content": "## Start here: Step-by Step Youtube Tutorial :star:\n[![AI Invoice Agent](https://img.youtube.com/vi/r8Cg7hTMFdg/sddefault.jpg)](https://youtu.be/r8Cg7hTMFdg)"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "71a433b1-d1c0-432b-942d-a7c45cf021e4",
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}
Preguntas frecuentes

¿Cómo usar este flujo de trabajo?

Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.

¿En qué escenarios es adecuado este flujo de trabajo?

Intermedio - Procesamiento de facturas, IA Multimodal

¿Es de pago?

Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.

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Nivel de dificultad
Intermedio
Número de nodos13
Categoría2
Tipos de nodos11
Descripción de la dificultad

Adecuado para usuarios con experiencia intermedia, flujos de trabajo de complejidad media con 6-15 nodos

Autor
Rakin Jakaria

Rakin Jakaria

@rakinjakaria
Enlaces externos
Ver en n8n.io →

Compartir este flujo de trabajo

Categorías

IA Multimodal
1540
Inteligencia Artificial
1108
Creación de contenido
695
Resumen de IA
516
Marketing
419
Chatbot de IA
251
Ingeniería
241
Investigación de mercado
203
Varios
193
Otros
176
Ventas
162
Operaciones de TI
156
Extracción de documentos
147
RAG de IA
146
Bloques de construcción
144
Redes sociales
137
Generación de leads
125
Productividad personal
117
DevOps
111
Recursos Humanos
101
Soporte
97
Nutrición de leads
87
CRM
82
Finanzas
81
Producto
77
Chatbot de soporte
76
Diseño
70
Gestión de tickets
67
Operaciones de seguridad
57
Procesamiento de facturas
53
Comercio de criptomonedas
49
Gestión de archivos
39
Gestión de proyectos
35
Wiki interno
32

Categorías: 34