AI Document Agent in n8n: Extract key fields to a sheet When a new file lands in your intake folder and Store It in Airtable

An n8n workflow that fires when a new file lands in your intake folder, then an AI agent reads the document and extracts the key fields into structured rows — giving you documents turned into clean data automatically. No code: import the JSON, connect your apps, and it runs 24/7.

difficulty Beginnersetup 25 minresult Documents turned into clean data automatically
  1. 1

    Trigger when a new file lands in your intake folder

    A Google Drive Trigger starts the workflow the moment a new file lands in your intake folder.

  2. 2

    Hand it to the AI agent

    An AI Agent node running Claude reads the document and extracts the key fields into structured rows. 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

How much does the AI part cost to run?

Pennies. Each run sends a small amount of text to the model, so most teams spend a few dollars a month even at hundreds of runs. You set the model and can cap volume in n8n, so costs never surprise you.

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.

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