TemplatesFinance & AccountingAutomated Purchase Order Processing from Outlook XLSX
Microsoft OutlookOpenAI
Workflow template

Automated Purchase Order Processing from Outlook XLSX

Automates purchase order intake by monitoring Outlook emails with XLSX attachments, converts Excel to markdown, uses OpenAI LLM (gpt-4o-mini) to extract structured PO details, validates entries, and sends automated email confirmations or rejections, saving time on data entry and error checking.

Finance & Accounting Starts with: New Outlook email Advanced 16 nodes Uses AI Pro

Apps in this workflow

How it works

  1. Microsoft OutlookMicrosoft Outlook Trigger1
  2. Text Classifier2
  3. If3
  4. Extract from File4
  5. Microsoft OutlookMicrosoft Outlook5
  6. Code6
  7. Information Extractor7
  8. Edit Fields8
  9. OpenAIOpenAI Chat Model9

The building blocks this workflow uses, in the order data flows through them.

What you'll need

  • An n8n instance (self-hosted or n8n Cloud).
  • A Microsoft Outlook account, connected in n8n as a credential.
  • An API key for OpenAI in n8n: the workflow calls the model each time it runs.

Gydmation shows step-by-step credential setup for each app, so your keys go straight into n8n and never to Gydmation.

Make it yours in plain English

Open the template in Gydmation and describe the change. It edits the workflow, checks it against real n8n node schemas, and deploys it to your n8n. For example:

Also run it every morning at 8 am, not just when it is triggered.
Send me a short summary on Slack when it finishes.
Log every run as a new row in a Google Sheet.
Use Claude instead of the current AI model.

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