👤 Who’s it for This workflow is designed for employees who need to submit expense claims for business trips. It automates the process of extracting data from receipts/invoices, logging it to a Google Sheet, and notifying the finance team via email. Ideal users: Employees submitting business trip expense claims HR or Admins reviewing travel-related reimbursements Finance teams responsible for processing claims ⚙️ How it works / What it does Employee submits a form with trip information (name, department, purpose, dates) and uploads one or more receipts/invoices (PDF). Uploaded files are saved to Google Drive for record-keeping. Each PDF is passed to a DocClaim Assistant agent , which uses GPT-4o and a structured parser to extract structured invoice data. The data is transformed and formatted into a standard JSON structure. Two parallel paths are followed: Invoice records are appended to a Google Sheet for centralized tracking. A detailed HTML email summarizing the trip and expenses is generated and sent to the finance department for claim processing. 🛠 How to set up Create a form to capture: Employee Name Department Trip Purpose From Date / To Date Receipt/Invoice File Upload (multiple PDFs) Configure file upload node to store files in a specific Google Drive folder. Set up DocClaim Agent using: GPT-4o or any LLM with document analysis capability Output parser for standardizing extracted receipt data (e.g., vendor, total, tax, date) Transform extracted data into a structured claim record (Code Node). Path 1 : Save records to a Google Sheet (one row per expense). Path 2 : Format the employee + claim data into a dynamic HTML email Use Send Email node to notify the finance department (e.g., [email protected] ) ✅ Requirements Jotform account with expense form setup Sign up for free here n8n running with access to: Google Drive API (for file uploads) Google Sheets API (for logging expenses) Email node (SMTP or Gmail for sending) GPT-4o or equivalent LLM with document parsing ability PDF invoices with clear formatting Shared Google Sheet for claim tracking Optional: Shared inbox for finance team 🧩 How to customize the workflow Add approval steps : route the email to a manager before finance Attach original PDFs : include uploaded files in the email as attachments Localize for other languages : adapt form labels, email content, or parser prompts Sync to ERP or accounting system : replace Google Sheet with QuickBooks, Xero, etc. Set limits/validation : enforce max claim per trip or required fields before submission Auto-tag expenses : add categories (e.g., travel, accommodation) for better reporting