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Parse incoming invoices from Outlook using AI Document Understanding

n8nn8n18 modulesv1.0
OutlookGemini

This n8n template monitors an Outlook mailbox for invoices, automatically parses/extracts data from them and then uploads the output to an Excel Workbook. One of my top workflow requests, this template can save many hours of manual labour for you or your finance/accounts team. How it works A scheduled trigger is set to fetch recent Outlook messages to the Accounts receivable mailbox. Each message is analysed to determine whether or not it from a supplier and is issuing/contains an

At a glance

Parse incoming invoices from Outlook using AI Document Understanding is a ready-made n8n workflow you import as a workflow JSON file — no build required. It connects Outlook, Gemini. It's free to download. Follow the 5-step import below to go live in minutes.

Platform
n8n
Connects
Outlook, Gemini
Modules
18
Price
Free
Version
v1.0
Parse incoming invoices from Outlook using AI Document Understanding workflow diagram

About this workflow

This n8n template monitors an Outlook mailbox for invoices, automatically parses/extracts data from them and then uploads the output to an Excel Workbook. One of my top workflow requests, this template can save many hours of manual labour for you or your finance/accounts team. How it works A scheduled trigger is set to fetch recent Outlook messages to the Accounts receivable mailbox. Each message is analysed to determine whether or not it from a supplier and is issuing/contains an invoice. For each valid message, the attachments are downloaded and non-invoice documents are filtered out via AI Vision classification. Invoices are then processed through a AI vision model again to extract the details. The extracted data can then be used for reconciliation or otherwise. For this demonstration, we'll just append the row to an Excel sheet for now. How to use Ensure your Microsoft365 credential points to the correct mailbox. If a shared folder is used, toggle "shared folder" option to "on" and for the principal ID, use the email address. If you receive lots of other types of messages such as replies and forwards, you may want to implement additional checks to prevent processing invoices twice. The "remove duplicates" node can help with this. Requirements Outlook for Mailbox Google Gemini for Document Understanding and Invoice Extraction Excel for Data Storage Customising this workflow Note the assumption for this template is that all invoices will come as a PDF attachment. In real life, this is rarely the case! Adding in document conversion to cover all invoice formats. Human feedback is also an important factor in AI workflows. Try tagging emails as a way to notify team members that the invoice was processed.

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How to import this n8n workflow

  1. 1

    Download the workflow JSON file after purchase.

  2. 2

    Open n8n → click the menu → Import from File.

  3. 3

    Select the downloaded JSON and import.

  4. 4

    Set up credentials for each node that requires them.

  5. 5

    Click Execute Workflow to test, then activate.

Setup guide

Setup guide included

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