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PDF invoice data extraction & tracking with Google Drive, Claude AI & Telegram

Automate With MarcAutomate With Marc
14583 views
2/3/2026
Product DataLLMOpenAIJSONData Extraction
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📥 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

PDF Invoice Data Extraction and Tracking with Google Drive, Claude AI, and Telegram

This n8n workflow automates the process of extracting key data from PDF invoices uploaded to Google Drive, processing it with Claude AI, tracking it in Google Sheets, and notifying a Telegram chat. It simplifies invoice management by automating data entry and communication.

What it does

This workflow performs the following steps:

  1. Monitors Google Drive: It listens for new PDF files uploaded to a specified folder in Google Drive.
  2. Extracts Text from PDF: When a new PDF is detected, it extracts the raw text content from the file.
  3. Extracts Structured Information with AI: It then uses an Anthropic (Claude AI) chat model via an "Information Extractor" node to parse the extracted text and identify specific data points from the invoice (e.g., invoice number, vendor, amount, date).
  4. Records Data in Google Sheets: The extracted, structured data is then appended as a new row to a designated Google Sheet spreadsheet for tracking.
  5. Notifies Telegram Chat: Finally, it sends a summary message with the extracted invoice details to a specified Telegram chat, confirming the processing and providing quick access to the information.

Prerequisites/Requirements

To use this workflow, you will need:

  • n8n Instance: A running instance of n8n.
  • Google Account: With access to Google Drive (for the trigger and file storage) and Google Sheets (for data tracking). You will need to set up Google OAuth2 credentials in n8n.
  • Anthropic AI Account: An API key for Anthropic's Claude AI (or an OpenAI API key if you switch the LLM node). You will need to set up credentials in n8n.
  • Telegram Account: A Telegram bot token and the chat ID where notifications should be sent. You will need to set up Telegram credentials in n8n.

Setup/Usage

  1. Import the Workflow:
    • Download the provided JSON file.
    • In your n8n instance, go to "Workflows" and click "New".
    • Click the three dots menu (...) in the top right and select "Import from JSON".
    • Paste the workflow JSON or upload the file.
  2. Configure Credentials:
    • Locate the "Google Drive Trigger", "Google Drive", "Google Sheets", "Anthropic Chat Model" (or "OpenAI Chat Model"), and "Telegram" nodes.
    • For each node, click on it and configure the respective credentials. If you haven't set them up yet, n8n will guide you through creating new credentials (e.g., Google OAuth2, Anthropic API Key, Telegram Bot Token).
  3. Configure Google Drive Trigger:
    • In the "Google Drive Trigger" node, specify the Google Drive folder ID that you want to monitor for new PDF invoices.
  4. Configure Google Sheets Node:
    • In the "Google Sheets" node, specify the Spreadsheet ID and the Sheet Name where the extracted invoice data should be recorded. Ensure the sheet has appropriate headers for the data you plan to extract.
  5. Configure Information Extractor Node:
    • Review the "Information Extractor" node. This node is pre-configured to extract specific data fields. You may need to adjust the prompt or the expected schema based on the exact structure and content of your invoices to ensure accurate extraction.
  6. Configure Telegram Node:
    • In the "Telegram" node, enter the Chat ID where you want to receive notifications. You can also customize the message content to include specific extracted invoice details.
  7. Activate the Workflow:
    • Once all credentials and configurations are set, click the "Activate" toggle in the top right corner of the n8n editor to enable the workflow.

Now, whenever a new PDF invoice is uploaded to the specified Google Drive folder, the workflow will automatically process it, extract the data, record it in Google Sheets, and send a notification to Telegram.

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