AI Agent to Extract the invoice data in n8n When an invoice PDF arrives by email and Store It in Airtable

An n8n workflow that fires when an invoice PDF arrives by email, then an AI agent reads the PDF and extracts vendor, amount, due date and line items — giving you invoice data captured with zero manual typing. No code: import the JSON, connect your apps, and it runs 24/7.

difficulty Beginnersetup 25 minresult Invoice data captured with zero manual typing
  1. 1

    Trigger when an invoice PDF arrives by email

    A Gmail Trigger starts the workflow the moment an invoice PDF arrives by email.

  2. 2

    Hand it to the AI agent

    An AI Agent node running OpenAI reads the PDF and extracts vendor, amount, due date and line items. The prompt is pre-written and scoped to this one job so results stay consistent.

  3. 3

    Deliver the extraction

    The result is saved to Airtable — ready for a human to approve.

  4. 4

    Add a safety net (optional)

    Insert an IF/human-approval step before anything is published or emailed, so you stay in control until you trust the output.

Frequently asked questions

Can I trust the AI to get the extraction right?

The prompt is tightly scoped to one job and you can add a human-approval step in n8n before anything is sent or published. Start with review-mode for a week, and once you trust the output, switch it to fully automatic.

Does this need n8n Cloud or can I self-host?

Either works. The workflow is a standard n8n export, so you can run it on n8n Cloud or on your own self-hosted instance — you only connect your own app credentials.

How do I import the workflow into n8n?

Download the JSON, then in n8n open a new workflow, choose ⋯ → Import from file, and select it. Every trigger, node and connection appears on the canvas; you just add your credentials and activate it.

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