Invoice processing from a messenger: data to a table, file to storage

The scenario recognizes invoices sent to a messenger, records the amount, date and supplier in a table, saves the file to storage and sends a summary in reply.

  • An invoice from a chat is recognized automatically
  • Amount, date and supplier — in the table
  • The invoice file is kept in an archive
  • A summary comes back as a chat reply
WhatsAppOcrWhatsApp
Set it upScriptera

How it works

To connect S3 and okoCrm, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: WhatsApp Trigger
  2. Then: Get Download URL
  3. Then: Download File
  4. Then: Analyze Image
  5. Then: Parse Text
  6. Then: Update DataBase
  7. Then: Original Invoice Retrieval
  8. Then: Add Invoice To Drive
  9. Then: Invoice Agent
  10. Then: Reply
  11. Then: OpenAI Chat Model

You can launch this S3 + okoCrm integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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