📄 Description
📄 Description This workflow automates the extraction of structured invoice data from PDF files sent via Telegram and stores it in Airtable. It leverages GPT-4o for intelligent parsing and includes conversational memory for a seamless user experience. Designed for businesses and freelancers who receive invoices digitally and want to streamline their record-keeping. ⚙️ How It Works Telegram Trigger – Listens for incoming messages and PDF attachments. Switch Node – Filters messages to ensure only PDFs are processed. Extract from File – Parses the PDF content for text extraction. Edit Fields – Prepares the extracted data for AI processing. AI Agent (GPT-4o) – Orchestrates the workflow, prompts the user for missing info, and extracts structured data. Simple Memory – Maintains conversational context across sessions. Create Invoice (Airtable Tool) – Creates a new invoice record in Airtable. Create Line Item (Airtable Tool) – Adds individual line items linked to the invoice. Telegram Response – Sends confirmation back to the user. 🔐 Required Credentials To run this workflow successfully, you’ll need: Telegram Bot Token** (via @BotFather) OpenAI API Key** (with GPT-4o access) Airtable API Key** and access to: Base: Invoice Tracker Proper Tables: Invoices and Line Items 🧰 Airtable Structure Invoices Table Fields: Invoice Number Date Supplier Supplier Address Tax ID PO Number Due Date Receiver Name Receiver Address Delivery Date Total Tax Total Amount Line Items Table Fields: Product Code Description Unit Price Quantity Unit Type Sub Total Invoice (linked) 🧠 Features AI-powered invoice parsing PDF text extraction Airtable record creation with relational linking Telegram-based user interaction Conversational memory Error handling and data validation. An n8n automation workflow template by BizThrive.ai.
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