Parse Incoming Invoices From Outlook using AI Document Understanding
n8n template #3396Summary
Use templateThis 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
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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.
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