📄 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