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Paddle Invoice Automatic Download and Storage Workflow

This workflow can automatically filter Paddle invoice emails from a Gmail inbox, extract the invoice links, convert them to PDF format, and finally upload the files to a designated Google Drive folder. The entire process requires no manual intervention, significantly improving the efficiency of invoice management. It helps businesses and individual users easily handle and store invoices, saving time and labor costs, while enhancing the standardization and convenience of financial management.

Workflow Diagram
Paddle Invoice Automatic Download and Storage Workflow Workflow diagram

Workflow Name

Paddle Invoice Automatic Download and Storage Workflow

Key Features and Highlights

This workflow automates the process of filtering Paddle invoice emails from a Gmail inbox, extracting invoice links, converting them into PDF documents, and automatically uploading and saving them to a designated Google Drive folder. The entire process is fully automated without manual intervention, significantly improving invoice management efficiency.

Core Problems Addressed

  • Automatically identify and filter Paddle invoice emails, eliminating the tedious manual search and download of invoices.
  • Precisely extract invoice links from emails to ensure accurate retrieval of invoice content.
  • Convert online invoices into standardized PDF format for easy archiving and sharing.
  • Automatically upload and categorize invoice files in Google Drive, ensuring file security and convenient future access.

Application Scenarios

  • Businesses or individual users subscribing to Paddle services who need to regularly manage and archive invoices.
  • Finance teams automating invoice collection to reduce manual work and enhance operational efficiency.
  • Any business processes requiring automated handling of email attachments and cloud file management.

Main Workflow Steps

  1. Gmail Trigger: Monitor new emails every minute.
  2. Filter Paddle Invoice Emails: Select emails from sender help@paddle.com with the subject containing “Your invoice.”
  3. Extract "a-tags" from Email: Extract all hyperlinks within the email content.
  4. Split Out: Separate multiple links for individual processing.
  5. Filter Invoice Link: Retain only links containing “/receipt/” which correspond to invoice URLs.
  6. Download Invoice PDF from URL: Use the pdflayer API to convert the invoice webpage into a PDF file.
  7. Upload PDF to Drive: Upload the generated PDF file to Google Drive.
  8. Rename File: Rename the uploaded PDF file to include a date identifier.
  9. Move to Correct Folder: Move the file to the specified Google Drive folder.
  10. Ignore Other Emails: Do nothing with non-invoice emails to avoid unintended operations.

Involved Systems and Services

  • Gmail: Email triggering and content reading.
  • pdflayer API: Webpage-to-PDF conversion service.
  • Google Drive: PDF file storage and management.
  • n8n Automation Platform: Workflow orchestration and node execution.

Target Users and Value

  • Individuals and businesses needing automated management of Paddle invoices.
  • Finance personnel and accounting teams aiming to reduce repetitive tasks and accelerate invoice processing.
  • Technical users seeking to optimize email attachment handling and cloud file management through automation tools.

This workflow leverages intelligent email filtering and automated file processing to help users seamlessly complete the automatic retrieval, conversion, and storage of invoices, saving time and labor costs while enhancing the standardization and convenience of financial management.