Turn a PDF invoice upload into a spreadsheet row
- Level Beginner
- Setup~30 min (estimated)
- Evidence Anecdotal
- CostNot stated in source
- No-codeNo
What they did
An n8n workflow takes an uploaded PDF invoice, extracts invoice number, total and other labeled fields, appends a row to Google Sheets, and flags needs_review when the number or total is missing.
How it went
Node-by-node writeup; digital PDFs only, no OCR
Worth knowing
- Node-by-node writeup; digital PDFs only, no OCR.
Prompt
Cleaned version rewritten from the source — not a direct quote.
When I upload a PDF invoice to [folder/form], extract the vendor, invoice number, date and total, and add a row to [Invoices sheet]. If the number or total is missing, set needs_review = yes instead of guessing.
Recommended
Try it in Grok Bot
- Copy the prompt (button below).
- Open Grok Bot chat and paste it. Replace any [bracketed] placeholders.
- Connect the listed tools (Google Sheets) as connectors when Grok Bot asks.
- If the task repeats, ask: "Make this a daily routine."
Alternatives: the same prompt works in n8n, Claude, ChatGPT Agent, OpenClaw.
Set it up
Tools: Google Sheets · Stack: n8n + Google Sheets
- Read the original source for full context.
- Connect the tools your agent needs.
- Paste the prompt and replace [bracketed] placeholders.
- Run once manually and check the output before scheduling it.
Generic suggested steps, not from the source.
Evidence
Node-by-node writeup; digital PDFs only, no OCR
Source: Web · Verified by us: not yet · Report broken or outdated