AI Invoice Processing with OCR & CRM Sync

Overview

**What it automates:** Email trigger (invoice PDF) → OCR extracts text → OpenAI parses into structured JSON (vendor, amount, due date, line items) → validation step checks for red flags (duplicate, mismatched totals) → Salesforce Opportunity upsert → Slack notification. **Business outcome:** Finance teams spend 8+ hours/week on invoice data entry. Errors compound into reporting nightmares. This workflow cuts cycle time by 80% and eliminates typos, so your accounting stays clean and your deal pipeline stays accurate. **Apps & nodes:** Gmail (PDF trigger), OCRSpace or paid OCR (text extraction), OpenAI (structured parsing), Salesforce (opportunity update), Slack (alerts), Google Sheets (audit log) **Setup (5 steps):** 1. Create Gmail label for inbound invoices 2. Add OCR provider key (OCRSpace API or paid OCR provider) 3. Add OpenAI API key and configure parsing prompt 4. Connect Salesforce and map vendor → account, invoice → opportunity 5. Set validation rules (amount thresholds, required fields) **Difficulty:** Intermediate-Advanced (25 min setup) | **Credentials:** Gmail, OCR provider, OpenAI, Salesforce

What's included

Quickstart

1. 01

   Download the JSON

   With an active Library Pass, download the workflow file right from this page or your dashboard.

2. 02

   Import into n8n

   Choose Import from File and select the downloaded JSON. The full agent graph appears, ready to configure.

3. 03

   Plug in credentials

   Each integration node prompts for credentials on first run. The setup guide lists every credential the agent expects.

4. 04

   Activate and test

   Run once with sample input, confirm the expected output, then flip the activate toggle.

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