Automated Receipt Processing for Cashback with Jotform, Gemini, and Notion

This n8n workflow automates the process of extracting information from submitted receipts, determining cashback eligibility using AI, and logging the details into Notion, while also sending email notifications.

What it does

This workflow streamlines the management of cashback receipts by:

1. Triggering on New Submissions: Automatically starts when a new receipt is submitted via a Jotform form.
2. Extracting Receipt Data: Extracts the attached receipt file and converts its binary data into a readable format.
3. Analyzing with AI: Uses a Google Gemini AI Agent to analyze the extracted receipt text, identify key details like the vendor, amount, and date, and determine if the purchase is eligible for cashback.
4. Parsing AI Output: Structures the AI's response into a usable JSON format.
5. Conditional Processing: Checks if the AI determined the receipt to be cashback eligible.
6. Notion Integration (if eligible): If eligible, creates a new entry in a specified Notion database with the extracted receipt details and cashback status.
7. Email Notification (if eligible): Sends an email notification via Gmail for eligible receipts, confirming the cashback.
8. Email Notification (if not eligible): Sends a different email notification via Gmail for non-eligible receipts, explaining why.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Account: A running instance of n8n.
• Jotform Account: A Jotform account with a form configured to accept receipt uploads.
• Google Gemini API Key: Access to the Google Gemini API for the AI Agent node.
• Notion Account: A Notion workspace with a database set up to store receipt information (e.g., columns for Vendor, Amount, Date, Cashback Status).
• Gmail Account: A Gmail account for sending email notifications.

Setup/Usage

1. Import the Workflow: Import the provided JSON into your n8n instance.
2. Configure Credentials:
   • Jotform Trigger: Set up your Jotform credential and select the form that will be used for receipt submissions.
   • Google Gemini Chat Model: Configure your Google Gemini API key.
   • Notion: Set up your Notion credential and specify the database ID where receipt information should be stored. Map the fields from the AI output to your Notion database columns.
   • Gmail: Configure your Gmail credential for sending emails.
3. Activate the Workflow: Once all credentials are set and configurations are complete, activate the workflow.

Now, every time a new submission is made to your configured Jotform, the workflow will automatically process the receipt, determine cashback eligibility, and update Notion and send email notifications accordingly.