Back to Templates

AI-Powered Invoice Extractor via Telegram to Airtable

Created by

Created by: BizThrive.ai || davids

BizThrive.ai

Last update

Last update 3 days ago

Share


📄 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

  1. Telegram Trigger – Listens for incoming messages and PDF attachments.
  2. Switch Node – Filters messages to ensure only PDFs are processed.
  3. Extract from File – Parses the PDF content for text extraction.
  4. Edit Fields – Prepares the extracted data for AI processing.
  5. AI Agent (GPT-4o) – Orchestrates the workflow, prompts the user for missing info, and extracts structured data.
  6. Simple Memory – Maintains conversational context across sessions.
  7. Create Invoice (Airtable Tool) – Creates a new invoice record in Airtable.
  8. Create Line Item (Airtable Tool) – Adds individual line items linked to the invoice.
  9. 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