PDF invoice data extraction & tracking with Google Drive, Claude AI & Telegram
📥 Invoice Intake & Notification Workflow This automated n8n workflow monitors a Google Drive folder for newly uploaded invoice PDFs, extracts essential information (like client name, invoice number, amount, due date), logs the data into a Google Sheet for recordkeeping, and sends a formatted Telegram message to notify the billing team. For step-by-step video build of workflows like this: https://www.youtube.com/@automatewithmarc ✅ What This Workflow Does 🕵️ Watches a Google Drive folder for new invoice files 📄 Extracts data from PDF invoices using AI (LangChain Information Extractor) 📊 Appends extracted data into a structured Google Sheet 💬 Notifies the billing team via Telegram with invoice details 🤖 Optionally uses Claude Sonnet AI model to format human-friendly summaries ⚙️ How It Works – Step-by-Step Trigger: Workflow starts when a new PDF invoice is added to a specific Google Drive folder. Download & Parse: The file is downloaded and its content extracted. Data Extraction: AI-powered extractor pulls invoice details (invoice number, client, date, amount, etc.). Log to Google Sheets: All extracted data is appended to a predefined Google Sheet. AI Notification Formatting: An Anthropic Claude model formats a clear invoice notification message. Telegram Alert: The formatted summary is sent to a Telegram channel or group to alert the billing team. 🧠 AI & Tools Used Google Drive Trigger & File Download PDF Text Extraction Node LangChain Information Extractor Google Sheets Node (Append Data) Anthropic Claude (Telegram Message Formatter) Telegram Node (Send Notification) 🛠️ Setup Instructions Google Drive: Set up OAuth2 credentials and specify the folder ID to watch. Google Sheets: Link the workflow to your invoice tracking sheet. Telegram: Set up your Telegram bot and obtain the chat ID. Anthropic & OpenAI: Add your Claude/OpenAI credentials if formatting is enabled. 💡 Use Cases Automated bookkeeping and invoice tracking Real-time billing alerts for accounting teams AI-powered invoice ingestion and summary
By Automate With MarcAI-powered company documents Q&A assistant with Google Drive and GPT-4 mini
Company Knowledge Base Assistant Who's it for This workflow is designed for companies looking to onboard new employees and interns efficiently. It's perfect for HR teams, team leaders, and organizations that want to provide instant access to company knowledge without manual intervention. Whether you're a startup or an established company, this assistant helps your team find answers quickly from your existing documentation. What it does This AI-powered chatbot automatically learns from your company documents stored in Google Drive and provides accurate, contextual answers to employee questions. The system continuously monitors a designated Drive folder, processes new documents, and makes them instantly searchable through a conversational interface. Key features: Automatic document ingestion from Google Drive Intelligent search across all company documents Conversational interface with memory Source citation for answers Real-time updates when new documents are added How it works The workflow has two main components: Document Processing Pipeline: Monitors your Google Drive folder every minute for new files. When a document is added, it's automatically downloaded, split into searchable chunks, converted into vector embeddings, and stored in an in-memory knowledge base. Chat Interface: Users send questions via webhook, the AI agent searches the knowledge base for relevant information, maintains conversation history for context, and returns accurate answers with source citations. Requirements Google Drive account with OAuth2 credentials Google Service Account for document downloads OpenAI API key for embeddings and chat model Designated Google Drive folder for company documents Setup Instructions Configure Google Drive: Set up Google Drive OAuth2 credentials in the "Watch Company Docs Folder" node Set up Google Service Account credentials in the "Fetch New Document" node Select your company documents folder in the trigger node Configure OpenAI: Add your OpenAI API key to both embedding nodes The workflow uses GPT-4 Mini for cost-effective responses Upload Your Documents: Add company handbooks, policies, procedures, and FAQs to the designated Drive folder Documents will be automatically processed within minutes Test the Chat Interface: The webhook endpoint accepts POST requests with this format: json { "data": "Your question here", "session_id": "unique-user-id" } Integrate with Your Tools: Connect the webhook to Slack, Teams, or your internal chat platform Each user gets their own conversation history via session_id How to customize Change check frequency: Adjust polling interval in "Watch Company Docs Folder" from every minute to hourly or daily Adjust chunk size: Modify the "Split into Searchable Chunks" node to change how documents are segmented Increase context: Change topK parameter in "Search Company Documents" to retrieve more relevant sections Extend memory: Adjust contextWindowLength in "Conversation History" to remember more previous messages Switch AI model: Replace GPT-4 Mini with GPT-4 or other models based on your accuracy needs Add filters: Modify the system prompt to focus on specific departments or document types Custom responses: Update the system message in "Company Knowledge Assistant" to match your company's tone Tips for best results Use clear, descriptive file names for documents in Drive Organize documents by department or topic in subfolders Include FAQ documents with common questions and answers Regularly update outdated documents to maintain accuracy Monitor the assistant's responses and refine the system prompt as needed ---
By Roshan RamaniAutomate client nurture & testimonial collection with Notion, Email, Tally & Telegram
Automate Client Nurture & Testimonial Collection with Notion and Email You’ve onboarded your client with elegance. Now, keep the relationship warm — and get glowing testimonials — without manual follow-up. This workflow listens to your Notion Clients database and automatically: 💌 Sends a 3-part nurture sequence (7, 30, 60 days) 🎉 Celebrates milestones with personalized messages 📝 Requests a testimonial at the perfect moment 💬 Notifies you on Telegram when feedback arrives 📊 Logs everything in Notion for tracking Perfect for: Coaches who want consistent client care Designers building social proof Service providers scaling with grace No spreadsheets. No forgotten follow-ups. Just gentle, timely nurturing — on autopilot. Prerequisites | Service | Purpose | Free Tier? | |--------|--------|-----------| | n8n | Orchestrate automation | Yes | | Notion | Store client records | Yes | | SMTP Email | Send nurture emails | Yes (Gmail) | | Telegram | Owner notifications | Yes | | Tally or Fillout | Testimonial form | Yes | 🔐 Store all API keys securely in n8n’s Credentials section. Notion Database Requirements Your Clients database must include these properties: | Property | Type | Example | |--------|------|--------| | Name | Title | Ava Laurent | | Email | Email | ava@example.com | | Status | Select | Confirmed | | Onboarded Date | Date | 2025-09-01 | | Package | Select | Growth, Pro | | Testimonial | Text | “Best coach ever!” | | Consent | Checkbox | True | | Milestone | Select | Day 7, Day 30, Day 60 | 📌 Use the same database as your Onboarding Concierge. Step-by-Step Setup Instructions Import the Workflow In n8n, go to Workflows > Create from JSON Paste the provided JSON Click Import Set Up Credentials Notion: Connect to your Clients database Email: Set up SMTP (e.g., Gmail app password) Telegram (optional): Add bot token and chat ID 🔐 Never hardcode keys. Configure Nurture Emails In the Email: Send Nurture nodes: Customize tone for your industry (coaching, design, e-commerce) Add your logo and branding Include a personal note Build Your Testimonial Form Use Tally or Fillout to create a simple form: “How has this program helped you?” “What would you tell someone considering it?” Webhook sends response to n8n Automate the Flow The workflow uses Schedule Triggers and Delays to send emails at: Day 7: “Getting Started” tips Day 30: “Midpoint Check-In” + resource Day 60: “How’s it going?” + testimonial ask 🔁 Runs automatically for every new client. Customization Guidance 🎨 Change email tone: Friendly, professional, or bold 🎁 Add a bonus: Send a gift card for testimonials 📲 Swap Telegram for WhatsApp: Use WhatsAble 📊 Sync to Airtable: Mirror feedback for reporting 🖥️ Build a testimonial gallery: Use Softr + Notion This workflow grows with your business. Nodes Used n8n-nodes-base.notion – Monitor client status n8n-nodes-base.email – Send nurture emails n8n-nodes-base.tally – Collect testimonials n8n-nodes-base.telegram – Owner alerts n8n-nodes-base.scheduleTrigger – Time-based actions
By Shelly-Ann Davy