使用 Jotform、OpenAI 自动处理员工差旅费用报告/解析
高级
这是一个自动化工作流，包含 17 个节点。主要使用 Code, Gmail, GoogleDrive, GoogleSheets, JotFormTrigger 等节点。 使用 Jotform、GPT-4.1 mini 和 Google Sheets 实现员工差旅费用处理自动化
前置要求
- •Google 账号和 Gmail API 凭证
- •Google Drive API 凭证
- •Google Sheets API 凭证
- •OpenAI API Key
使用的节点 (17)
分类
-
工作流预览
可视化展示节点连接关系，支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
"id": "Xxg3JlB1tLokdTLX",
"meta": {
"instanceId": "277842713620d9f5554de3b1518b865a152c8c4db680008bd8aec536fc18b4a8"
},
"name": "Automated Employee Trip Expense Reporting/Parsing with Jotform, OpenAI",
"tags": [
{
"id": "KDDDkIQdfPrxgNg7",
"name": "Finance Workflow",
"createdAt": "2025-10-13T16:01:43.475Z",
"updatedAt": "2025-10-13T16:01:43.475Z"
}
],
"nodes": [
{
"id": "ae436ed6-120f-48be-b7e7-e804e9d7971a",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
2304,
464
],
"parameters": {
"color": 6,
"width": 892,
"height": 496,
"content": "## Extract and Parse Invoices with AI Agent\n\nUploaded PDF receipts are processed using OCR and AI. The DocClaim Assistant extracts key invoice details such as vendor, date, amount, and itemized lines, then outputs them in a clean, structured JSON format ready for further processing."
},
"typeVersion": 1
},
{
"id": "02b1d929-bda6-4a7f-a65c-f43de6240c04",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
3952,
496
],
"parameters": {
"color": 3,
"width": 556,
"height": 336,
"content": "## Send Claim Summary to Finance Team\n\nA formatted email with the employee’s business trip and expense breakdown is sent to the finance team for review and reimbursement. The email includes vendor names, invoice totals, dates, and itemized expense tables."
},
"typeVersion": 1
},
{
"id": "22dcfa29-8e16-408a-9b92-34a48b2658cf",
"name": "Transform Output",
"type": "n8n-nodes-base.code",
"position": [
3376,
640
],
"parameters": {
"jsCode": "// Static or dynamic employee information\nconst profile = $('On form submission').first().json;\nconst employee = {\n name: profile[\"Employee Name\"],\n department: profile[\"Department\"],\n tripPurpose: profile[\"Trip Purpose\"],\n fromDate: profile[\"From Date\"],\n toDate: profile[\"To Date\"],\n};\n\n// Collect parsed expense outputs\nconst items = $input.all();\nconst expenses = items.map((item, index) => {\n const data = item.json.output;\n\n return {\n index: index + 1,\n expenseType: data.expense_type || \"\",\n vendor: data.vendor_name || \"\",\n invoiceNumber: data.invoice_number || \"\",\n receiptNumber: data.receipt_number || \"\",\n issueDate: data.issue_date || \"\",\n totalAmount: data.total_amount || 0,\n currency: data.currency || \"\",\n taxAmount: data.tax_amount || 0,\n paymentMethod: data.payment_method || \"\",\n location: data.location || \"\",\n notes: data.notes || \"\",\n items: data.itemized_descriptions || []\n };\n});\n\nreturn [\n {\n json: {\n employee,\n expenses\n }\n }\n];"
},
"typeVersion": 2
},
{
"id": "8e2b4203-b162-4a1b-97ae-4d99c40cb4ee",
"name": "Upload file",
"type": "n8n-nodes-base.googleDrive",
"position": [
2448,
256
],
"parameters": {
"name": "=invoice-{{ $now.toFormat(\"yyyyLLdd-HHmmss\") }}-{{$binary.data.fileName}}",
"driveId": {
"__rl": true,
"mode": "list",
"value": "My Drive"
},
"options": {},
"folderId": {
"__rl": true,
"mode": "list",
"value": "1IPcko8bzogO3W4mxhrW2Q017QA0Lc5MI",
"cachedResultUrl": "https://drive.google.com/drive/folders/1IPcko8bzogO3W4mxhrW2Q017QA0Lc5MI",
"cachedResultName": "SmartSales"
}
},
"typeVersion": 3
},
{
"id": "f466932a-518c-42fb-b4d5-5336fe13217e",
"name": "Sticky Note9",
"type": "n8n-nodes-base.stickyNote",
"position": [
2304,
112
],
"parameters": {
"color": 5,
"width": 892,
"height": 320,
"content": "## Store Invoices in Google Sheet\n\nThe parsed invoice records are transformed and appended to a Google Sheet for tracking, auditing, or reimbursement purposes. Each uploaded receipt is saved with relevant trip metadata and financial details."
},
"typeVersion": 1
},
{
"id": "e22da4b4-536b-49f5-9fd5-ad9e42fa916b",
"name": "Sticky Note10",
"type": "n8n-nodes-base.stickyNote",
"position": [
3264,
496
],
"parameters": {
"color": 7,
"width": 620,
"height": 336,
"content": "## Transform and Generate HTML Email\n\nThis step prepares a professional email summary by combining employee trip details and all extracted expense information. The result is an HTML email template suitable for sending to the finance department."
},
"typeVersion": 1
},
{
"id": "7e56bf01-4ba6-4beb-919b-786ce0ad2011",
"name": "Extract from File",
"type": "n8n-nodes-base.extractFromFile",
"position": [
2448,
640
],
"parameters": {
"options": {},
"operation": "pdf"
},
"typeVersion": 1
},
{
"id": "a384703f-fd64-4743-ad74-283d38d2ab1a",
"name": "Append row in sheet",
"type": "n8n-nodes-base.googleSheets",
"position": [
2928,
256
],
"parameters": {
"columns": {
"value": {},
"schema": [
{
"id": "EmployeeName",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "EmployeeName",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Department",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Department",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "TripPurpose",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "TripPurpose",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "FromDate",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "FromDate",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "ToDate",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "ToDate",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "FileName",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "FileName",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "DownloadURL",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "DownloadURL",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Size",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Size",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "SubmittedAt",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "SubmittedAt",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "autoMapInputData",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "append",
"sheetName": {
"__rl": true,
"mode": "list",
"value": "gid=0",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1qk6OebcuZkIRorf1k235ew88oZ-UlUJSyiHFqZYDbaU/edit#gid=0",
"cachedResultName": "Sheet1"
},
"documentId": {
"__rl": true,
"mode": "list",
"value": "1qk6OebcuZkIRorf1k235ew88oZ-UlUJSyiHFqZYDbaU",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1qk6OebcuZkIRorf1k235ew88oZ-UlUJSyiHFqZYDbaU/edit?usp=drivesdk",
"cachedResultName": "Invoices Tracking"
}
},
"typeVersion": 4.6
},
{
"id": "67200fe9-b12a-4c5a-998d-1b1791771f2b",
"name": "Transform invoice record",
"type": "n8n-nodes-base.code",
"position": [
2688,
256
],
"parameters": {
"mode": "runOnceForEachItem",
"jsCode": "const claimForm = $('On form submission').first().json;\nreturn {\n EmployeeName: claimForm[\"Employee Name\"],\n Department: claimForm[\"Department\"],\n TripPurpose: claimForm[\"Trip Purpose\"],\n FromDate: claimForm[\"From Date\"],\n ToDate: claimForm[\"To Date\"],\n FileName: $json.name,\n DownloadURL: $json.webContentLink,\n Size: $json.size,\n SubmittedAt: claimForm[\"submittedAt\"]\n }"
},
"typeVersion": 2
},
{
"id": "87b360c0-219a-451e-8035-7de9a3d1d1c5",
"name": "Structured Output Parser",
"type": "@n8n/n8n-nodes-langchain.outputParserStructured",
"position": [
2928,
816
],
"parameters": {
"jsonSchemaExample": "{\n \"expense_type\": \"Hotel\",\n \"vendor_name\": \"Grand Central Hotel\",\n \"invoice_number\": \"INV-20250802-001\",\n \"receipt_number\": \"RCPT-56789\",\n \"issue_date\": \"2025-08-02\",\n \"total_amount\": 150.00,\n \"tax_amount\": 15.00,\n \"currency\": \"USD\",\n \"payment_method\": \"Credit Card\",\n \"location\": \"Hanoi, Vietnam\",\n \"trip_purpose\": \"Client Meeting\",\n \"trip_dates\": {\n \"from\": \"2025-08-02\",\n \"to\": \"2025-08-03\"\n },\n \"itemized_descriptions\": [\n {\n \"category\": \"Accommodation\",\n \"description\": \"1 night stay - Deluxe Room\",\n \"quantity\": 1,\n \"unit_price\": 120.00,\n \"line_total\": 120.00\n },\n {\n \"category\": \"Service Charge\",\n \"description\": \"Hotel service fee\",\n \"quantity\": 1,\n \"unit_price\": 10.00,\n \"line_total\": 10.00\n },\n {\n \"category\": \"Tax\",\n \"description\": \"VAT 10%\",\n \"quantity\": 1,\n \"unit_price\": 15.00,\n \"line_total\": 15.00\n }\n ],\n \"notes\": \"\"\n}"
},
"typeVersion": 1.3
},
{
"id": "1f1e51c8-918b-4284-b5b2-72cfceb4fb46",
"name": "Create HTML Email Template",
"type": "n8n-nodes-base.code",
"position": [
3664,
640
],
"parameters": {
"jsCode": "const data = $input.first().json;\n\nconst { employee, expenses } = data;\n\n// Helper to generate expense summary rows\nconst expenseSummaryRows = expenses.map(expense => `\n <tr>\n <td>${expense.index}</td>\n <td>${expense.expenseType}</td>\n <td>${expense.vendor}</td>\n <td>${expense.issueDate}</td>\n <td>${expense.totalAmount}</td>\n <td>${expense.currency}</td>\n <td>${expense.taxAmount}</td>\n <td>${expense.paymentMethod}</td>\n </tr>\n`).join(\"\");\n\n// Helper to generate detailed tables for each expense\nconst expenseDetailSections = expenses.map(expense => {\n const itemRows = (expense.items || []).map(item => `\n <tr>\n <td>${item.category}</td>\n <td>${item.description}</td>\n <td>${item.quantity}</td>\n <td>${item.unit_price}</td>\n <td>${item.line_total}</td>\n </tr>\n `).join(\"\");\n\n return `\n <div style=\"margin-top:32px;\">\n <h4>Details for Expense #${expense.index} - ${expense.expenseType}</h4>\n <p><strong>Vendor:</strong> ${expense.vendor}</p>\n <p><strong>Invoice No.:</strong> ${expense.invoiceNumber}</p>\n <p><strong>Receipt No.:</strong> ${expense.receiptNumber}</p>\n <p><strong>Location:</strong> ${expense.location}</p>\n <p><strong>Notes:</strong> ${expense.notes}</p>\n <table border=\"1\" cellpadding=\"6\" cellspacing=\"0\" width=\"100%\" style=\"border-collapse:collapse;margin-top:10px;\">\n <thead>\n <tr style=\"background-color:#f4f4f4;\">\n <th>Category</th>\n <th>Description</th>\n <th>Qty</th>\n <th>Unit Price</th>\n <th>Line Total</th>\n </tr>\n </thead>\n <tbody>${itemRows}</tbody>\n </table>\n </div>\n `;\n}).join(\"\");\n\nconst html = `\n<!DOCTYPE html>\n<html>\n<head>\n <meta charset=\"UTF-8\" />\n <style>\n body { font-family: Arial, sans-serif; color: #333; }\n h2 { color: #0077b6; }\n table { width: 100%; border-collapse: collapse; margin-bottom: 24px; }\n th, td { padding: 8px; border: 1px solid #ddd; font-size: 14px; }\n th { background-color: #f4f4f4; text-align: left; }\n h4 { margin-bottom: 5px; margin-top: 30px; color: #444; }\n </style>\n</head>\n<body>\n\n <h2>Expense Claim Request</h2>\n\n <p><strong>Employee Name:</strong> ${employee.name}</p>\n <p><strong>Department:</strong> ${employee.department}</p>\n <p><strong>Trip Purpose:</strong> ${employee.tripPurpose}</p>\n <p><strong>Trip Dates:</strong> ${employee.fromDate} to ${employee.toDate}</p>\n\n <h3>Expense Summary</h3>\n <table>\n <thead>\n <tr>\n <th>#</th>\n <th>Type</th>\n <th>Vendor</th>\n <th>Issue Date</th>\n <th>Total</th>\n <th>Currency</th>\n <th>Tax</th>\n <th>Payment</th>\n </tr>\n </thead>\n <tbody>\n ${expenseSummaryRows}\n </tbody>\n </table>\n\n ${expenseDetailSections}\n\n <p style=\"margin-top:32px;\">Thank you,<br/>${employee.name}</p>\n\n</body>\n</html>\n`;\n\nreturn [{ json: { html } }];"
},
"typeVersion": 2
},
{
"id": "8869ddc8-9058-4fd0-a9f6-fd8cdf4ce152",
"name": "Handle multiple files",
"type": "n8n-nodes-base.code",
"position": [
2080,
496
],
"parameters": {
"jsCode": "const data = $input.item.json;\nconst binaryData = $input.item.binary;\n\nlet output = [];\n\nObject.keys(binaryData)\n .filter(label => label.startsWith(\"Receipts___Invoices_\"))\n .forEach(label => {\n output.push({\n json: data,\n binary: { data: binaryData[label] }\n });\n });\n\nreturn output;"
},
"typeVersion": 2
},
{
"id": "55eb7432-ce93-470a-89f3-b97eba58f0bb",
"name": "GPT",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
2704,
816
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini",
"cachedResultName": "gpt-4.1-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "8IkhtT3EbXygnvcr",
"name": "Klinsman OpenAI"
}
},
"typeVersion": 1.2
},
{
"id": "2f1a67be-2e59-4c6c-b3a5-1e0604c0b45a",
"name": "JotForm Trigger",
"type": "n8n-nodes-base.jotFormTrigger",
"position": [
1760,
496
],
"webhookId": "fd91b6ad-cbf1-4889-b652-49a03a911722",
"parameters": {
"form": "252815424602048"
},
"credentials": {
"jotFormApi": {
"id": "cOSh16Q5l4e0EB1A",
"name": "Jotform jitesh@mediajade.com"
}
},
"typeVersion": 1
},
{
"id": "b84f4ee1-1b5c-462a-aa28-a3728f0278b1",
"name": "Send a message",
"type": "n8n-nodes-base.gmail",
"position": [
4160,
656
],
"webhookId": "fde82d4c-3a00-47f1-a5d0-af76e3916ba0",
"parameters": {
"message": "={{ $json.html }}",
"options": {},
"subject": "=Expense Claim Request - {{ $('Transform Output').item.json.employee.name }} – {{ $('Transform Output').item.json.employee.department }} - {{ $('Transform Output').item.json.employee.tripPurpose }}"
},
"credentials": {
"gmailOAuth2": {
"id": "PIMDNhXNj8Zyiz3G",
"name": "Gmail account - Deepanshi"
}
},
"typeVersion": 2.1
},
{
"id": "5d3b5722-a2a5-4bfe-91a6-629debcfe895",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
1648,
304
],
"parameters": {
"width": 336,
"height": 144,
"content": "## Jotform Trigger\nJotform account with expense form setup [Sign up for free here](https://www.jotform.com/?partner=mediajade)"
},
"typeVersion": 1
},
{
"id": "c4147239-207f-414e-b185-61137351bde9",
"name": "Document Extractor",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
2720,
640
],
"parameters": {
"text": "=Extract all relevant information from thisreceipt or invoice below:\n---\n{{ $json.text }}\n---\nI need the output in a structured format suitable for generating a business expense claim report. Include fields like vendor name, invoice or receipt number, date, total amount, tax, payment method, currency, and item descriptions.",
"options": {
"systemMessage": "You are an intelligent document extraction assistant trained to accurately parse receipts and invoices from uploaded PDF files.\n\nYour task is to extract all relevant financial and business details typically required for expense reporting, including but not limited to:\n\nVendor Name\n\nInvoice Number / Receipt Number\n\nDate of Issue\n\nTotal Amount\n\nTax Amount\n\nCurrency\n\nPayment Method\n\nItemized Descriptions (each with name, quantity, price, and tax if available)\n\nInstructions:\n\nOutput the extracted data in a clean, structured JSON format.\n\nUse consistent and standardized field names (e.g., vendor_name, invoice_number, date, total_amount, currency, etc.).\n\nIf any field is missing or unreadable, include it with a null or empty string value — do not omit it.\n\nExclude all decorative, explanatory, or non-financial text.\n\nFocus on accuracy, completeness, and format consistency."
},
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 2.1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "65220257-464a-4790-8da1-35c58e263ceb",
"connections": {
"55eb7432-ce93-470a-89f3-b97eba58f0bb": {
"ai_languageModel": [
[
{
"node": "c4147239-207f-414e-b185-61137351bde9",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"8e2b4203-b162-4a1b-97ae-4d99c40cb4ee": {
"main": [
[
{
"node": "67200fe9-b12a-4c5a-998d-1b1791771f2b",
"type": "main",
"index": 0
}
]
]
},
"b84f4ee1-1b5c-462a-aa28-a3728f0278b1": {
"main": [
[]
]
},
"2f1a67be-2e59-4c6c-b3a5-1e0604c0b45a": {
"main": [
[
{
"node": "8869ddc8-9058-4fd0-a9f6-fd8cdf4ce152",
"type": "main",
"index": 0
}
]
]
},
"22dcfa29-8e16-408a-9b92-34a48b2658cf": {
"main": [
[
{
"node": "1f1e51c8-918b-4284-b5b2-72cfceb4fb46",
"type": "main",
"index": 0
}
]
]
},
"7e56bf01-4ba6-4beb-919b-786ce0ad2011": {
"main": [
[
{
"node": "c4147239-207f-414e-b185-61137351bde9",
"type": "main",
"index": 0
}
]
]
},
"c4147239-207f-414e-b185-61137351bde9": {
"main": [
[
{
"node": "22dcfa29-8e16-408a-9b92-34a48b2658cf",
"type": "main",
"index": 0
}
]
]
},
"8869ddc8-9058-4fd0-a9f6-fd8cdf4ce152": {
"main": [
[
{
"node": "8e2b4203-b162-4a1b-97ae-4d99c40cb4ee",
"type": "main",
"index": 0
},
{
"node": "7e56bf01-4ba6-4beb-919b-786ce0ad2011",
"type": "main",
"index": 0
}
]
]
},
"87b360c0-219a-451e-8035-7de9a3d1d1c5": {
"ai_outputParser": [
[
{
"node": "c4147239-207f-414e-b185-61137351bde9",
"type": "ai_outputParser",
"index": 0
}
]
]
},
"67200fe9-b12a-4c5a-998d-1b1791771f2b": {
"main": [
[
{
"node": "a384703f-fd64-4743-ad74-283d38d2ab1a",
"type": "main",
"index": 0
}
]
]
},
"1f1e51c8-918b-4284-b5b2-72cfceb4fb46": {
"main": [
[
{
"node": "b84f4ee1-1b5c-462a-aa28-a3728f0278b1",
"type": "main",
"index": 0
}
]
]
}
}
}常见问题
如何使用这个工作流？
复制上方的 JSON 配置代码，在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」，粘贴配置后根据需要修改凭证设置即可。
这个工作流适合什么场景？
高级
需要付费吗？
本工作流完全免费，您可以直接导入使用。但请注意，工作流中使用的第三方服务（如 OpenAI API）可能需要您自行付费。
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使用 JotForm、GPT-4o-mini 和 Google Workspace 自动化员工入职
使用 JotForm、GPT-4o-mini 和 Google Workspace 实现员工入职自动化
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14 节点Jitesh Dugar
使用 OpenAI 进行潜在客户分析与个性化邮件生成
使用 Jotform、GPT 和 Gmail 自动进行潜在客户资格认定与个性化触达
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Gmail
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Gmail
16 节点Jitesh Dugar
工作流信息
难度等级
高级
节点数量17
分类-
节点类型10
作者
Jitesh Dugar
@jiteshdugarAI 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.
外部链接
在 n8n.io 查看 →
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