Learn Excel & Financial Modeling the Way Finance Teams Actually Use Them
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Overview
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Learn to build a complete AI-powered invoice processing automation system using n8n in this comprehensive 25-minute tutorial. Follow along as the instructor develops the entire workflow from scratch, including real-time problem-solving and debugging. Master the creation of an automated system that monitors Google Drive for new invoices, extracts key data using AI, organizes information in Google Sheets, and sends professional notifications to your billing team. Discover how to set up workflow triggers for new files in Google Drive folders, implement AI-powered data extraction to capture invoice numbers, client names, addresses, and line items from PDF documents, automatically populate structured Google Sheets with extracted invoice data, and utilize a secondary AI step to compose and send professional notification emails to team members. The tutorial includes a live demonstration at the beginning, followed by seven detailed implementation steps, and concludes with a final working demo of the complete system.
Syllabus
00:00 - Intro
00:34 - Live Demo
01:36 - Step 1
03:52 - Step 2
06:46 - Step 3
08:43 - Step 4
14:37 - Step 5
17:05 - Step 6
20:40 - Step 7
22:50 - Final Demo
24:17 - Outro
Taught by
Michele Torti