8
n8n Españolamn8n.com

Aprobación y reembolso automatizados de múltiples niveles de tarifas

Avanzado

Este es unautomatización que contiene 21 nodos.Utiliza principalmente nodos como If, Set, Code, Gmail, Slack. Procesamiento automatizado de aprobaciones y reembolsos de gastos multinivel usando JotForm, Slack y Google Sheets

Requisitos previos
  • •Cuenta de Google y credenciales de API de Gmail
  • •Bot Token de Slack o URL de Webhook
  • •Credenciales de API de Google Sheets

Nodos utilizados (21)

If
Set
Code
Gmail
Slack
StickyNote
GoogleSheets
JotFormTrigger

Categoría

-
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
{
  "meta": {
    "instanceId": "277842713620d9f5554de3b1518b865a152c8c4db680008bd8aec536fc18b4a8",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "2eb6d9f2-7f9d-453f-a548-cf2660f7248c",
      "name": "JotForm Trigger",
      "type": "n8n-nodes-base.jotFormTrigger",
      "position": [
        -1120,
        -16
      ],
      "webhookId": "expense-submission",
      "parameters": {
        "form": "252860582136459"
      },
      "credentials": {
        "jotFormApi": {
          "id": "W7O1b225FpOwkwDT",
          "name": "JotForm account-Deepanshi"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "0798c2b1-7ed5-45ce-a26c-2e8f7ada6a43",
      "name": "Parse Form Data",
      "type": "n8n-nodes-base.code",
      "position": [
        -864,
        -16
      ],
      "parameters": {
        "jsCode": "// Parse form data and prepare for processing\nconst formData = $input.first().json;\n\nreturn {\n  json: {\n    submissionId: formData.submissionID || Date.now().toString(),\n    employeeName: formData.employeeName || formData.q3_employeeName,\n    employeeEmail: formData.employeeEmail || formData.q4_employeeEmail,\n    employeeId: formData.employeeId || formData.q5_employeeId,\n    amount: parseFloat(formData.amount || formData.q6_amount),\n    category: formData.category || formData.q7_category,\n    merchant: formData.merchant || formData.q8_merchant,\n    date: formData.date || formData.q9_date,\n    description: formData.description || formData.q10_description,\n    receiptUrl: formData.receiptUrl || formData.q11_receipt,\n    submittedAt: new Date().toISOString()\n  }\n};"
      },
      "typeVersion": 2
    },
    {
      "id": "df2085e9-dc08-4f25-a99e-009e2340b47c",
      "name": "Validate Policy",
      "type": "n8n-nodes-base.code",
      "position": [
        -672,
        -16
      ],
      "parameters": {
        "jsCode": "// Company policy rules and validation\nconst data = $input.first().json;\n\nconst policy = {\n  maxAmounts: {\n    meals: 75,\n    travel: 500,\n    office_supplies: 200,\n    software: 1000,\n    entertainment: 150,\n    other: 100\n  },\n  approvedCategories: ['meals', 'travel', 'office_supplies', 'software', 'entertainment'],\n  autoApproveThreshold: 100,\n  managerApprovalThreshold: 500\n};\n\nconst amount = data.amount;\nconst category = data.category;\n\nlet policyViolations = [];\nlet requiresApproval = 'auto';\n\nif (!policy.approvedCategories.includes(category)) {\n  policyViolations.push('Category not approved');\n}\n\nif (policy.maxAmounts[category] && amount > policy.maxAmounts[category]) {\n  policyViolations.push('Amount exceeds category limit');\n}\n\nif (amount < policy.autoApproveThreshold && policyViolations.length === 0) {\n  requiresApproval = 'auto';\n} else if (amount >= policy.autoApproveThreshold && amount < policy.managerApprovalThreshold) {\n  requiresApproval = 'manager';\n} else if (amount >= policy.managerApprovalThreshold) {\n  requiresApproval = 'director';\n}\n\nreturn {\n  json: {\n    ...data,\n    policyViolations: policyViolations,\n    isCompliant: policyViolations.length === 0,\n    requiresApproval: requiresApproval,\n    status: 'pending'\n  }\n};"
      },
      "typeVersion": 2
    },
    {
      "id": "4ac52b34-7a64-49f5-b368-43d8b99bcab3",
      "name": "Check Violations",
      "type": "n8n-nodes-base.if",
      "position": [
        -464,
        -16
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 1,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "condition1",
              "operator": {
                "type": "number",
                "operation": "equals"
              },
              "leftValue": "={{ $json.policyViolations.length }}",
              "rightValue": 0
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "9d132c2f-7f99-4b36-b543-27131702460c",
      "name": "Establecer Rejection",
      "type": "n8n-nodes-base.set",
      "position": [
        -272,
        144
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "status",
              "name": "status",
              "type": "string",
              "value": "rejected"
            },
            {
              "id": "rejectionReason",
              "name": "rejectionReason",
              "type": "string",
              "value": "=Policy violations: {{ $json.policyViolations.join(', ') }}"
            }
          ]
        }
      },
      "typeVersion": 3.3
    },
    {
      "id": "47566677-5342-4b26-9974-793526a59bd9",
      "name": "Route Auto",
      "type": "n8n-nodes-base.if",
      "position": [
        -272,
        -176
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "condition1",
              "operator": {
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "={{ $json.requiresApproval }}",
              "rightValue": "auto"
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "c0b971bc-a5ce-48b6-978c-54ae02112505",
      "name": "Auto Approve",
      "type": "n8n-nodes-base.set",
      "position": [
        -64,
        -272
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "status",
              "name": "status",
              "type": "string",
              "value": "approved"
            },
            {
              "id": "approvedBy",
              "name": "approvedBy",
              "type": "string",
              "value": "System (Auto-Approved)"
            },
            {
              "id": "approvedAt",
              "name": "approvedAt",
              "type": "string",
              "value": "={{ new Date().toISOString() }}"
            }
          ]
        }
      },
      "typeVersion": 3.3
    },
    {
      "id": "eef387ab-bee8-4570-8cca-26ccbd30abeb",
      "name": "Route Manager",
      "type": "n8n-nodes-base.if",
      "position": [
        -64,
        -80
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "condition1",
              "operator": {
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "={{ $json.requiresApproval }}",
              "rightValue": "manager"
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "74152681-2cf6-4e76-aabb-87ae00a86048",
      "name": "Slack Manager",
      "type": "n8n-nodes-base.slack",
      "position": [
        144,
        -224
      ],
      "webhookId": "61c90b37-cd59-4332-b0c6-0f8f15004d43",
      "parameters": {
        "text": "=New Expense Approval Required\nEmployee: {{ $json.employeeName }}\nAmount: ${{ $json.amount }}\nCategory: {{ $json.category }}",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "list",
          "value": "C01234567"
        },
        "otherOptions": {}
      },
      "credentials": {
        "slackApi": {
          "id": "piPcLxWbLrndcGhp",
          "name": "Slack account - Deepanshi"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "e05fba8b-60e5-4438-9f7a-cd828bace8b8",
      "name": "Slack Director",
      "type": "n8n-nodes-base.slack",
      "position": [
        144,
        -16
      ],
      "webhookId": "eba016eb-5ad8-4d29-822e-9038e73a0733",
      "parameters": {
        "text": "=High-Value Expense - Director Approval\nEmployee: {{ $json.employeeName }}\nAmount: ${{ $json.amount }}\nCategory: {{ $json.category }}",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "list",
          "value": "C98765432"
        },
        "otherOptions": {}
      },
      "credentials": {
        "slackApi": {
          "id": "piPcLxWbLrndcGhp",
          "name": "Slack account - Deepanshi"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "b7a58104-fc21-485a-8c93-edb1dc253b2b",
      "name": "Log to Sheets",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        336,
        -64
      ],
      "parameters": {
        "columns": {
          "value": {},
          "schema": [],
          "mappingMode": "autoMapInputData",
          "matchingColumns": [
            "submissionId"
          ],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "appendOrUpdate",
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "Sheet1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "YOUR_GOOGLE_SHEET_ID"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "Kz2DdSp11rxqwlFt",
          "name": "Google Sheets account - Deepanshi"
        }
      },
      "typeVersion": 4.4
    },
    {
      "id": "1af29bbe-b3ee-42ee-91a9-388b70659c48",
      "name": "Is Approved",
      "type": "n8n-nodes-base.if",
      "position": [
        544,
        -64
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "condition1",
              "operator": {
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "={{ $json.status }}",
              "rightValue": "approved"
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "0e8c5d12-fee3-4c7d-bc16-77a79e39befe",
      "name": "Rejection Correo electrónico",
      "type": "n8n-nodes-base.gmail",
      "position": [
        752,
        0
      ],
      "webhookId": "fe2cb3ee-3c0f-4429-ac5c-9482a923f808",
      "parameters": {
        "sendTo": "={{ $json.employeeEmail }}",
        "message": "=Hi, Your expense for {{ $json.amount}} has been rejected as it did not matches with the company's validation policy.",
        "options": {},
        "subject": "=Expense Rejected - ${{ $json.amount }}"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "PIMDNhXNj8Zyiz3G",
          "name": "Gmail account - Deepanshi"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "1b5d88c6-fe8f-4984-9e9e-19789ba76c60",
      "name": "Approved",
      "type": "n8n-nodes-base.gmail",
      "position": [
        752,
        -192
      ],
      "webhookId": "fe2cb3ee-3c0f-4429-ac5c-9482a923f808",
      "parameters": {
        "sendTo": "={{ $json.employeeEmail }}",
        "message": "Hi, Your expense for {{ $json.Amount }} has been approved",
        "options": {},
        "subject": "=Expense Approved - ${{ $json.amount }}"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "PIMDNhXNj8Zyiz3G",
          "name": "Gmail account - Deepanshi"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "6382a19b-08de-4466-9013-696d5ffac4db",
      "name": "Nota adhesiva",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1200,
        -208
      ],
      "parameters": {
        "height": 432,
        "content": "📩 Trigger: New Expense Submission\nCaptures employee expense details \nand receipt upload from JotForm.\nCreate your form for free on [JotForm using this link](https://www.jotform.com/?partner=mediajade) \n"
      },
      "typeVersion": 1
    },
    {
      "id": "5b890f09-277e-41e6-9628-dd6907b14e5f",
      "name": "Nota adhesiva1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -912,
        -160
      ],
      "parameters": {
        "width": 192,
        "content": "🧾 Parse & Normalize Data\nExtracts key fields (name, email, amount, \ncategory, merchant, receipt URL) \nfor further processing.\n"
      },
      "typeVersion": 1
    },
    {
      "id": "fe3ea799-b6f3-48f4-bbc4-96623e1e8256",
      "name": "Nota adhesiva2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -720,
        112
      ],
      "parameters": {
        "width": 208,
        "height": 192,
        "content": "⚙️ Policy Validation\nChecks compliance against company rules:\n- Allowed categories\n- Max amount limits\n- Auto/Manager/Director approval routing\n"
      },
      "typeVersion": 1
    },
    {
      "id": "11112b1f-af67-4c7c-86cc-b4ccfe83a249",
      "name": "Nota adhesiva3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -512,
        -160
      ],
      "parameters": {
        "width": 176,
        "content": "🚫 Compliance Check\nIf violations exist → reject\nElse → continue for approval routing\n"
      },
      "typeVersion": 1
    },
    {
      "id": "054e826f-590f-4de0-8ccd-d299d2f6e044",
      "name": "Nota adhesiva4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -288,
        -368
      ],
      "parameters": {
        "width": 576,
        "height": 496,
        "content": "⚡ Routing Decision\nDetermines if expense should be:\n- Auto-approved\n- Sent for manager approval\n- Sent for director approval\n"
      },
      "typeVersion": 1
    },
    {
      "id": "6ebce30b-f8d7-4bf2-bdf3-6f33b8363a55",
      "name": "Nota adhesiva5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        320,
        -224
      ],
      "parameters": {
        "width": 208,
        "height": 384,
        "content": "📊 Audit Logging\nAppends expense status, \napprover details, and decision \nto Google Sheets for tracking.\n"
      },
      "typeVersion": 1
    },
    {
      "id": "f5e44753-7705-41e1-bdac-0158deea26ab",
      "name": "Nota adhesiva6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        544,
        -384
      ],
      "parameters": {
        "width": 384,
        "height": 576,
        "content": "🔍 Approval Check\nBranches workflow to send \napproval or rejection emails \nbased on final status.\n"
      },
      "typeVersion": 1
    }
  ],
  "pinData": {},
  "connections": {
    "47566677-5342-4b26-9974-793526a59bd9": {
      "main": [
        [
          {
            "node": "c0b971bc-a5ce-48b6-978c-54ae02112505",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "eef387ab-bee8-4570-8cca-26ccbd30abeb",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "1af29bbe-b3ee-42ee-91a9-388b70659c48": {
      "main": [
        [
          {
            "node": "1b5d88c6-fe8f-4984-9e9e-19789ba76c60",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Rejection Email",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "c0b971bc-a5ce-48b6-978c-54ae02112505": {
      "main": [
        [
          {
            "node": "b7a58104-fc21-485a-8c93-edb1dc253b2b",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "b7a58104-fc21-485a-8c93-edb1dc253b2b": {
      "main": [
        [
          {
            "node": "1af29bbe-b3ee-42ee-91a9-388b70659c48",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "eef387ab-bee8-4570-8cca-26ccbd30abeb": {
      "main": [
        [
          {
            "node": "74152681-2cf6-4e76-aabb-87ae00a86048",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "e05fba8b-60e5-4438-9f7a-cd828bace8b8",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Set Rejection": {
      "main": [
        [
          {
            "node": "b7a58104-fc21-485a-8c93-edb1dc253b2b",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "74152681-2cf6-4e76-aabb-87ae00a86048": {
      "main": [
        [
          {
            "node": "b7a58104-fc21-485a-8c93-edb1dc253b2b",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "e05fba8b-60e5-4438-9f7a-cd828bace8b8": {
      "main": [
        [
          {
            "node": "b7a58104-fc21-485a-8c93-edb1dc253b2b",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "2eb6d9f2-7f9d-453f-a548-cf2660f7248c": {
      "main": [
        [
          {
            "node": "0798c2b1-7ed5-45ce-a26c-2e8f7ada6a43",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "0798c2b1-7ed5-45ce-a26c-2e8f7ada6a43": {
      "main": [
        [
          {
            "node": "df2085e9-dc08-4f25-a99e-009e2340b47c",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "df2085e9-dc08-4f25-a99e-009e2340b47c": {
      "main": [
        [
          {
            "node": "4ac52b34-7a64-49f5-b368-43d8b99bcab3",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "4ac52b34-7a64-49f5-b368-43d8b99bcab3": {
      "main": [
        [
          {
            "node": "47566677-5342-4b26-9974-793526a59bd9",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Set Rejection",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
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?

Avanzado

¿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.

Flujos de trabajo relacionados recomendados

¿Tiene factura adjunta?
Usar detección de fraude de GPT-4o y QuickBooks para extraer y aprobar facturas automáticamente
If
Code
Gmail
+
If
Code
Gmail
22 NodosJitesh Dugar
Automatización del proceso de salida de empleados usando análisis con GPT-4 y entrevistas de salida con JotForm
Automatización del proceso de despido de empleados usando análisis de GPT-4 y entrevistas de salida de JotForm
If
Set
Code
+
If
Set
Code
20 NodosJitesh Dugar
Automatización de la incorporación de empleados usando JotForm, GPT-4o-mini y Google Workspace
Automatización del onboarding de empleados usando JotForm, GPT-4o-mini y Google Workspace
If
Set
Code
+
If
Set
Code
14 NodosJitesh Dugar
Automatización de la preaprobación de préstamos usando Jotform, análisis de GPT-4 y notificaciones de Gmail
Automatización de la preaprobación de préstamos con Jotform, análisis GPT-4 y notificaciones por Gmail
If
Set
Code
+
If
Set
Code
21 NodosJitesh Dugar
Automatización de solicitudes de mantenimiento de propiedades con GPT-4o-mini, JotForm y Gmail
Automatizar las solicitudes de mantenimiento de propiedades con GPT-4o-mini, JotForm y Gmail
If
Set
Code
+
If
Set
Code
21 NodosJitesh Dugar
Automatización del flujo de trabajo de inspección y mantenimiento de vehículos
Automatizar flujos de inspección y mantenimiento de vehículos con OpenAI y JotForm
If
Set
Code
+
If
Set
Code
20 NodosJitesh Dugar
Información del flujo de trabajo
Nivel de dificultad
Avanzado
Número de nodos21
Categoría-
Tipos de nodos8
Descripción de la dificultad

Adecuado para usuarios avanzados, flujos de trabajo complejos con 16+ nodos

Autor
Jitesh Dugar

Jitesh Dugar

@jiteshdugar

AI Automation Specialist - OpenAI, CRM & Automation Expert with a solid understanding of various tools that include Zapier, Make, Zoho CRM, Hubspot, Google Sheets, Airtable, Pipedrive, Google Analytics, and more.

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