Process & summarize PDFs from email & messaging apps with OpenAI GPT
Process PDFs from Gmail, Outlook, Telegram and WhatsApp with OpenAI
Transform PDF documents into actionable insights automatically across multiple platforms. This workflow monitors emails and messaging platforms for PDF attachments, extracts content, and delivers AI-powered summaries.
Who's it for
Business professionals, teams, and organizations needing automated PDF analysis from emails and messaging platforms. Perfect for processing contracts, reports, invoices, and documents requiring quick review.
How it works
Monitors Gmail and Outlook for PDF attachments while receiving PDFs via Telegram bot and WhatsApp Business API. Uses OpenAI to extract text and generate structured summaries with executive overviews, key points, important details, insights, and document type identification. Automatically routes summaries back to original senders.
Requirements
- Gmail/Outlook OAuth2 credentials
- Telegram Bot API token via @BotFather
- WhatsApp Business API account
- OpenAI API key
How to set up
Configure API credentials in respective nodes, update configuration variables for phone numbers and notification settings, then test with sample PDFs.
How to customize
Modify AI models, customize prompts, adjust response formatting, extend file support, add notification channels, or integrate with external systems.
Perfect for automating document workflows across communication channels.
n8n Workflow: PDF Processing and Summarization from Messaging Apps with OpenAI GPT
This n8n workflow automates the process of extracting, processing, and summarizing PDF documents received via email or popular messaging apps like Telegram and WhatsApp, leveraging OpenAI's GPT for summarization. It provides a streamlined way to get quick insights from documents shared across various communication channels.
What it does
- Monitors Messaging Apps & Email: Listens for incoming messages or emails from configured Telegram, WhatsApp, Gmail, or Microsoft Outlook accounts.
- Identifies Attachments: Checks for attached PDF files within the received messages/emails.
- Extracts Text from PDFs: If a PDF is found, it extracts the text content from the document.
- Summarizes with AI: Sends the extracted text to an OpenAI GPT model to generate a concise summary.
- Routes Summaries: Depending on the origin of the message, it can send the summary back to the user via Telegram or WhatsApp.
- Handles Non-PDFs: If no PDF is attached or the message does not contain a PDF, it can respond accordingly (e.g., "No PDF found").
Prerequisites/Requirements
To use this workflow, you will need:
- n8n Instance: A running n8n instance.
- OpenAI API Key: For the "OpenAI Chat Model" node to generate summaries.
- Telegram Bot Token: If you intend to use Telegram as a trigger or to send responses.
- WhatsApp Business Cloud Account: If you intend to use WhatsApp as a trigger or to send responses.
- Gmail/Microsoft Outlook Account: Configured credentials for receiving emails if you want to use email as a trigger.
Setup/Usage
- Import the Workflow:
- Download the provided JSON file.
- In your n8n instance, click "Workflows" in the left sidebar.
- Click "New" and then "Import from JSON".
- Paste the JSON content or upload the file.
- Configure Credentials:
- Locate the "Telegram Trigger", "WhatsApp Trigger", "Gmail", "Microsoft Outlook" nodes.
- Click on each and configure your respective credentials (API keys, bot tokens, OAuth connections).
- Locate the "OpenAI Chat Model" node and configure your OpenAI API key.
- Activate the Workflow: Once all credentials are set up, activate the workflow by toggling the "Active" switch in the top right corner of the workflow editor.
The workflow will now automatically process incoming messages/emails with PDF attachments and send back AI-generated summaries.
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