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Parse Incoming Invoices From Outlook using AI Document Understanding

n8n template #3396
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 de

How to set it up

  1. Open template #3396 on n8n.io and click Use for free, or copy the template JSON and paste it onto an empty canvas in n8n.
  2. Create 3 credentials under Credentials → Add credential: Microsoft Excel 365, Microsoft Outlook, Google Gemini Chat Model. Then open each of those nodes and pick the credential.
  3. Check the model in the Google Gemini Chat Model node. The template may point at a model your account can't use; swap it for one you have access to.
  4. Click Execute workflow and step through each node's output to confirm the data looks right.
  5. Toggle the workflow to Active so its trigger runs on its own.

Hand off to your agent

Prompt

Help me set up the n8n workflow "Parse Incoming Invoices From Outlook using AI Document Understanding" (https://n8n.io/workflows/3396). It uses: HTTP Request, Microsoft Excel 365, Microsoft Outlook, Code, Google Gemini Chat Model, Text Classifier. Import the template JSON into my n8n instance, list every credential I need to create, and walk me through testing it.

Paste into Claude Code and it will do the rest.

Apps and nodes

Questions

Yes. Jimleuk published it free on n8n.io as a verified creator, and it has 6,511 views. It runs on n8n Cloud or a self-hosted n8n instance.

Microsoft Excel 365, Microsoft Outlook, Google Gemini Chat Model. The other 3 nodes are built into n8n.

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