Find Invoice Results

Finds invoice-related information within a specified document using GPT-based extraction.

Overview

This procedure finds invoice-related information within a document using GPT-based extraction. It can extract specific invoice fields like invoice numbers, dates, amounts, and other invoice-related data from document lines or text content.

Make sure to add the Document Processing Book to your agent before using this automation procedure.

Syntax

Below is a line-by-line overview of the automation syntax. Expand each line to learn more.

the department's openai key is "openai-key"

What does it do?

Specifies the OpenAI API key to use for GPT-based extraction.

Where does it go?

This phrase should be written on a new line.

Is it required?

❌ No — This phrase is optional.

Does it require data?

✅ Yes — Replace openai-key with the OpenAI API key. Note: This OpenAI key will be the default for all processes in the agent.

Example

the department's openai key is "sk-proj-1234567890"

find the invoice results in {the thing}

What does it do?

Begins the invoice extraction process from the specified content.

Where does it go?

This phrase should be written on a new line.

Is it required?

✅ Yes — This phrase is required.

Does it require data?

✅ Yes — Replace the thing with a reference to the document or text content (must be previously defined in the automation).

Example

find the invoice results in the file

the columns are "column1", "column2", "column3"

What does it do?

Specifies the specific invoice-related columns to extract.

Where does it go?

Indented under find the invoice results in the thing with.

Is it required?

❌ No — This phrase is optional.

Does it require data?

✅ Yes — Replace column1, column2, column3, etc. with the invoice fields you want to extract. If not specified, the default is "Invoice Number".

Example

the columns are "Invoice

Examples

1. Default Extraction (Invoice Number Only)

In this example, no columns are specified, so only the invoice number is extracted.

get the file as a scanned document
get the document's lines as the lines
find the invoice results in the lines

2. Extract Multiple Invoice Fields

This example extracts multiple invoice-related fields from document lines.

get the file as a scanned document
get the document's lines as the lines
find the invoice results in the lines with
    the columns are "Invoice Number", "Date", "Total Amount"

3. Extract Custom Invoice Fields

This example extracts custom invoice fields from document content.

get the document's text as the content
find the invoice results in the content with
    the columns are "Vendor Name", "PO Number", "Due Date", "Tax Amount"