Pull a Dun & Bradstreet Business Information Report (PDF) by DUNS, convert the response into a binary PDF file, extract…
Pull a Dun & Bradstreet Business Information Report (PDF) by DUNS, convert the response into a binary PDF file, extract readable text, and use OpenAI to return a clean, flat JSON with only the key fields you care about (e.g., report date, Paydex, viability score, credit limit). Includes Sticky Notes for quick setup help and guidance. ✅ What this template does Requests a D&B report* (PDF) for a specific *DUNS** via HTTP Converts* the API response into a *binary PDF file** Extracts** the text from the PDF for analysis Uses OpenAI with a Structured Output Parser to return a flat JSON Designed to be extended to Sheets, databases, or CRMs 🧩 How it works (node-by-node) Manual Trigger — Runs the workflow on demand ("When clicking 'Execute workflow'"). D&B Report (HTTP Request) — Calls the D&B Reports API for a Business Information Report (PDF). Convert to PDF File (Convert to File) — Turns the D&B response payload into a binary PDF. Extract Binary (Extract from File) — Extracts text content from the PDF. OpenAI Chat Model — Provides the language model context for the analyzer. Analyze PDF (AI Agent) — Reads the extracted text and applies strict rules for a flat JSON output. Structured Output (AI Structured Output Parser) — Enforces a schema and validates/auto-fixes the JSON shape. (Optional) Get Bearer Token (HTTP Request) — Template guidance for OAuth token retrieval (shown as disabled; included for reference if you prefer Bearer flows). 🛠️ Setup instructions (from the JSON) 1) D&B Report (HTTP Request) Auth:* Header Auth (use an n8n *HTTP Header Auth** credential) URL:** https://plus.dnb.com/v1/reports/duns/804735132?productId=birstd&inLanguage=en-US&reportFormat=PDF&orderReason=6332&tradeUp=hq&customerReference=customer%20reference%20text Headers:** Accept: application/json Credential Example:** D&B (HTTP Header Auth) > Put your Authorization: Bearer <token> header inside this credential, not directly in the node. 2) Convert to PDF File (Convert to File) Operation:** toBinary Source Property:** contents[0].contentObject > This takes the PDF content from the D&B API response and converts it to a binary file for downstream nodes. 3) Extract Binary (Extract from File) Operation:** pdf > Produces a text field with the extracted PDF content, ready for AI analysis. 4) OpenAI Model(s) OpenAI Chat Model** Model:** gpt-4o (as configured in the JSON) Credential:* Your stored *OpenAI API* credential (do *not** hardcode keys) Wiring:** Connect OpenAI Chat Model as ai_languageModel to Analyze PDF Connect another OpenAI Chat Model (also gpt-4o) as ai_languageModel to Structured Output 5) Analyze PDF (AI Agent) Prompt Type:** define Text:** ={{ $json.text }} System Message (rules):** You are a precision extractor. Read the provided business report PDF and return only a single flat JSON object with the fields below. No arrays/lists. No prose. If a value is missing, output null. Dates: YYYY-MM-DD. Numbers: plain numerics (no commas or $). Prefer most recent or highest-level overall values if multiple are shown. Never include arrays, nested structures, or text outside of the JSON object. 6) Structured Output (AI Structured Output Parser) JSON Schema Example:** { "report_date": "", "company_name": "", "duns": "", "dnb_rating_overall": "", "composite_credit_appraisal": "", "viability_score": "", "portfolio_comparison_score": "", "paydex_3mo": "", "paydex_24mo": "", "credit_limit_conservative": "" } Auto Fix:** enabled Wiring:* Connect as ai_outputParser to *Analyze PDF** 7) (Optional) Get Bearer Token (HTTP Request) — Disabled example If you prefer fetching tokens dynamically: Auth:** Basic Auth (D&B username/password) Method:** POST URL:** https://plus.dnb.com/v3/token Body Parameters:** grant_type = client_credentials Headers:** Accept: application/json Downstream usage:** Set header Authorization: Bearer {{$json["access_token"]}} in subsequent calls. > In this template, the D&B Report node uses Header Auth credential instead. Use one strategy consistently (credentials are recommended for security). 🧠 Output schema (flat JSON) The analyzer + parser return a single flat object like: { "report_date": "2024-12-31", "company_name": "Example Corp", "duns": "123456789", "dnb_rating_overall": "5A2", "composite_credit_appraisal": "Fair", "viability_score": "3", "portfolio_comparison_score": "2", "paydex_3mo": "80", "paydex_24mo": "78", "credit_limit_conservative": "25000" } 🧪 Test flow Click Execute workflow (Manual Trigger). Confirm D&B Report returns the PDF response. Check Convert to PDF File for a binary file. Verify Extract from File produces a text field. Inspect Analyze PDF → Structured Output for valid JSON. 🔐 Security notes Do not hardcode tokens in nodes; use Credentials (HTTP Header Auth or Basic Auth). Restrict who can execute the workflow if it's accessible from outside your network. Avoid storing sensitive payloads in logs; mask tokens/headers. 🧩 Customize Map the structured JSON to Google Sheets, Postgres/BigQuery, or a CRM. Extend the schema with additional fields (e.g., number of employees, HQ address) — keep it flat. Add validation (Set/IF nodes) to ensure required fields exist before writing downstream. 🩹 Troubleshooting Missing PDF text?* Ensure *Convert to File** source property is contents[0].contentObject. Unauthorized from D&B?** Refresh/verify token; confirm Header Auth credential contains Authorization: Bearer <token>. Parser errors?** Keep the agent output short and flat; the Structured Output node will auto-fix minor issues. Different DUNS/product?** Update the D&B Report URL query params (duns, productId, etc.). 🗒️ Sticky Notes (included) Overview:** "Fetch D&B Company Report (PDF) → Convert → Extract → Summarize to Structured JSON (n8n)" Setup snippets for Data Blocks (optional) and Auth flow 📬 Contact Need help customizing this (e.g., routing the PDF to Drive, mapping JSON to your CRM, or expanding the schema)? 📧 robert@ynteractive.com 🔗 https://www.linkedin.com/in/robert-breen-29429625/ 🌐 https://ynteractive.com. An n8n automation workflow template by Robert Breen.
Robert Breen
web
free
Others in the same category, ranked by how often they are opened.
