Automatically create QuickBooks invoices from Gmail ema

This automation creates invoices in QuickBooks from incoming Gmail messages using AI to extract data. It enables fast response to client requests without manual input, reducing delays and errors. Ideal for professionals who regularly issue invoices via email and use QuickBooks as their primary accounting system.

## Who it´s for
- Freelancers issuing invoices to clients via email
- Small agencies automating accounting operations
- Business owners using QuickBooks and Gmail for bookkeeping
- Accountants minimizing manual data entry from emails

## What the automation does
- Checks Gmail for threads labeled "Invoice Needed" on a schedule
- Combines all messages in a thread for full context
- Uses an AI agent (LangChain + OpenAI) to extract client and invoice details
- Adds a new customer to QuickBooks if not found
- Creates an invoice in QuickBooks and downloads it as PDF
- Prepares a draft reply in Gmail with the PDF attached
- Removes the "Invoice Needed" label to prevent reprocessing

## What´s included
- Ready-to-use n8n workflow
- Trigger and handler logic based on cron schedule
- Integrations with Gmail, QuickBooks Online, and OpenAI
- Basic text instructions for launch and adaptation

## Requirements for setup
- n8n account with workflow editing access
- Active Gmail account with API enabled
- QuickBooks Online account with permissions to create customers and invoices
- OpenAI API key for AI agent operation
- Access to configure API integrations in listed services

## Benefits and outcomes
- Saves time on manual invoice creation
- Reduces data entry errors
- Enables faster response to client requests
- Streamlines process from email to invoice draft
- Prevents duplication via label management
- Full automation chain: email → data → invoice → draft

## Important: template only
Important: you are purchasing a ready-made automation workflow template only. Rollout into your infrastructure, connecting specific accounts and services, 1:1 setup help, custom adjustments for non-standard stacks and any consulting support are provided as a separate paid service at an individual rate. To discuss custom work or 1:1 help, contact via Telegram: @gleb923.