Templates / Process invoices securely with OpenAI, Slack, and ERP webhooks

Process invoices securely with OpenAI, Slack, and ERP webhooks

Ready for 3.0

by Deepesh Kumar Jain ✓ · 27 views · created 2026-08-04 · Invoice Processing, AI Summarization

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 19 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects Slack and OpenAI. It also calls replace_with_erp_endpoint over HTTP.

How it runs

Trigger: When an HTTP POST request hits its webhook URL.

  1. Convert to File: converts data to a file (to binary)
  2. Validate File & Create Metadata (Code): runs custom JavaScript code
  3. Route Intake Status (Switch): routes items into 1 branches
  4. Duplicate Check (Replace With DB) (Code): runs custom JavaScript code
  5. Create Exception Record (Code): runs custom JavaScript code
  6. Route Duplicate Status (Switch): routes items into 1 branches
  7. Send a message (Slack): uses Slack
  8. Extract from File: extracts data from a file (pdf)
  9. Wait: pauses until webhook
  10. Return Key Information (OpenAI): uses OpenAI

…plus 8 more steps. See the full node list below.

Services it uses

SlackOpenAI

HTTP calls to: replace_with_erp_endpoint

Before you upgrade to n8n 3.0

Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.

Nodes used (9)

From the author

Quick overview This workflow accepts invoice documents via webhook, validates and de-duplicates them, extracts invoice data from PDFs with OpenAI, and either posts approved invoices to an ERP via HTTP or routes exceptions to Slack for human review before…

Excerpt from Deepesh Kumar Jain's description on n8n.io.

View the original on n8n.io → Check your own copy

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