Send invoice approval requests to Slack using easybits Extractor
What This Workflow Does Upload an invoice (PDF, PNG, or JPEG) via a hosted web form. The file is sent to easybits Extractor, which extracts key invoice data (supplier, amount, date, etc.). Based on the amount, an approval tier is assigned. The invoice details are then posted to Slack with interactive Approve / Reject / Flag buttons.
How It Works Form Upload ā A user uploads an invoice through the n8n web form Extraction via easybits ā The data URI is POSTed to the easybits Extractor, which returns structured invoice data Field Mapping ā Extracted fields are mapped + approval tier is calculated based on amount Slack Notification ā A message is posted to Slack with invoice details and interactive buttons
Approval Tiers š¢ Standard: < ā¬1,000 š” Medium: ā¬1,000 ā ā¬5,000 š“ High: > ā¬5,000
Setup Guide
-
Create Your easybits Extractor Pipeline Go to extractor.easybits.tech and create a new pipeline Add the following fields to the mapping: vendor_name ā The supplier/company name on the invoice invoice_number ā The invoice reference number invoice_date ā The date on the invoice total_amount ā The total amount due (number only) customer_name ā The recipient/customer name Copy your Pipeline ID and API Key
-
Connect the Nodes in n8n Add the easybits Extractor node from the n8n community nodes Enter your Pipeline ID and API Key as credentials Create a Slack API credential using your Slack Bot Token and assign it to the Slack node Update the Slack channel ID in the Send to Slack for Approval node to your target channel
-
Set Up the Slack App Go to api.slack.com/apps and create a new app Add Bot Token Scopes: chat:write, chat:write.public Install the app to your workspace Copy the Bot User OAuth Token (starts with xoxb-) Enable Interactivity and set the Request URL to your approval handler webhook
-
Activate & Test Click Active in the top-right corner of n8n Open the form URL and upload a test invoice Check Slack ā you should see the approval message with buttons
Related Templates
Extract Named Entities from Web Pages with Google Natural Language API
Who is this for? Content strategists analyzing web page semantic content SEO professionals conducting entity-based anal...
Automate Daily Keyword Research with Google Sheets, Suggest API & Custom Search
Who's it for This workflow is perfect for SEO specialists, marketers, bloggers, and content creators who want to automa...
Restore your workflows from GitHub
This workflow restores all n8n instance workflows from GitHub backups using the n8n API node. It complements the Backup ...
š Please log in to import templates to n8n and favorite templates
Workflow Visualization
Loading...
Preparing workflow renderer
Comments (0)
Login to post comments