Workflow template
Invoice Processing Pipeline
Extract data from invoices, validate, and update accounting system.
[ intermediate ][ 7 steps ]
Inputs
What you fill in
The template asks for these values when you open it in the Workflow Builder.
[ 3 inputs ]
| Input | Type | Description | Required | Default |
|---|---|---|---|---|
| invoice_folder | text | Folder path containing invoices | Yes | — |
| approval_threshold | number | Amount requiring manual approval | No | 1000 |
| accounting_system | select | Target accounting system | Yes | — |
How it runs
The steps, in order
Each step passes its output to the next. Branches are marked with the condition that leads to them.
- [01]File
Scan Invoices
- Process Each
- [02]Iterator
Process Each
- Extract Data
- [03]AI step
Extract Data
Model:
gpt-4o-mini- Validate Amount
- [04]Filter
Validate Amount
- pass: Auto Approve
- fail: Request Approval
- [05]Database
Auto Approve
- Summary Report
- [06]Email
Request Approval
- Summary Report
- [07]Aggregator
Summary Report
Models
Which models it uses
gpt-4o-miniThe model set on the template's AI steps. You can change it on each step after you open the template.
Tags
financeinvoiceautomationapproval
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Workflow template
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