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General Automationfree

Draft bookkeeping entries from Trello cards with OpenRouter and Xero

by Kristianadapted from n8n official workflow galleryUpdated Aug 2026
RequiresCCodeHTTP RequestHTTP Request
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TrWhen Trello Card UpdatedWhen Trello Car…IfIf Ready or Retry AIIf Ready or Ret…HRDelete AI Failed LabelDelete AI Faile…HRDelete Retry AI LabelDelete Retry AI…HRFetch Card AttachmentsFetch Card Atta…CoAnalyze Card InputAnalyze Card In…CoReport Insufficient InputReport Insuffic…CoBuild Extraction RequestBuild Extractio…HRPost Extraction RequestPost Extraction…CoParse Extracted DraftParse Extracted…CoCreate Summary CommentCreate Summary …HRPost AI Summary CommentPost AI Summary…HRPost Draft JSON CommentPost Draft JSON…HRMark Card For ReviewMark Card For R…CoCreate Error CommentCreate Error Co…HRPost AI Failure CommentPost AI Failure…HRLabel Card AI FailedLabel Card AI F…HRGet Xero AccountsGet Xero Accoun…CoFormat Xero DataHRGet Xero Tax RatesGet Xero Tax Ra…CoAdd Tax ConfigurationAdd Tax Configu…CoVerify Account CodesVerify Account …CoIntegrate Xero ConfigIntegrate Xero …CoBuild Classification RequestBuild Classific…HRPost Classification RequestPost Classifica…CoApply Classifications to DraftApply Classific…CoBuild Vendor LookupBuild Vendor Lo…IfIf Contact Lookup NeededIf Contact Look…HRGet Vendor ContactGet Vendor Cont…CoSkip Contact LookupSkip Contact Lo…CoMatch Vendor ContactMatch Vendor Co…IfIf Classification NeededIf Classificati…CoBuild PAY_BILL DraftBuild PAY_BILL …HRFetch Card CommentsFetch Card Comm…CoDetermine Payment ReferenceDetermine Payme…IfIf Open Bill Lookup NeededIf Open Bill Lo…HRGet Vendor Open BillsGet Vendor Open…CoBypass Bill FetchBypass Bill Fet…CoAdjust Entry TypeAdjust Entry Ty…IfIf Entry Type AdjustedIf Entry Type A…IfIf Post Error CommentIf Post Error C…IfIf Text UsableIfIf Post Draft CommentsIf Post Draft C…HRFetch Latest CommentsFetch Latest Co…CoSeparate Stale CommentsSeparate Stale …HRRemove Stale AI CommentRemove Stale AI…
1/5
STEPS · 71
Starts on a Trello event

Quick overview This workflow triggers from Trello card activity to draft bookkeeping entries by extracting transaction details with OpenRouter and enriching them with live Xero chart-of-accounts, tax rates, contacts, and bill context, then posts a review-ready summary and embedded JSON back to the Trello card. How it works Triggers from Trello when a card is moved to the Ready list or when the Retry AI label is added. Fetches the current Xero chart of accounts, bank accounts, and tax rates to use as live reference data. Loads the Trello card details, recent comments, and attachment metadata and stops with an error note if the text lacks enough detail for extraction. Sends the card title/description/comments to OpenRouter to extract a structured bookkeeping draft and normalizes key fields like dates, line items, and payment reference. Uses Xero Contacts (and, for bill payments, Xero Invoices) to resolve the vendor and refine PAY_BILL vs SPEND_MONEY before optionally asking OpenRouter to classify expense line items to Xero account codes.

Tags

n8nreference-only
Connects
CCodeWHTTP Request
CategoryGeneral Automation
Triggermanual
Complexityadvanced
Nodes46
AddedJul 2, 2026
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