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Send invoice approval requests to Slack using easybits Extractor

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Send invoice approval requests to Slack using easybits Extractor preview
Open on n8n.io

1. Workflow Overview

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 o...

Best for

  • Invoice Processing automation workflows
  • AI Summarization automation workflows
  • intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.formtrigger, @easybits/n8n-nodes-extractor.easybitsextractor, n8n-nodes-base.set, n8n-nodes-base.httprequest, n8n-nodes-base.stickynote

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Felix.

Original n8n.io source

1.1 Workflow description

Title
Send invoice approval requests to Slack using easybits Extractor
Workflow name
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

  1. Form Upload – A user uploads an invoice through the n8n web form
  2. Extraction via easybits – The data URI is POSTed to the easybits Extractor, which returns structured invoice data
  3. Field Mapping – Extracted fields are mapped + approval tier is calculated based on amount
  4. Slack Notification – A message is posted to Slack with invoice details and interactive buttons

Approval Tiers

  • 🟢 Standard: < €1,000
  • 🟡 Medium: €1,000 – €5,000
  • 🔴 High: > €5,000

Setup Guide

1. Create Your easybits Extractor Pipeline

  1. Go to extractor.easybits.tech and create a new pipeline
  2. Add the following fields to the mapping:
  • vendor_name – The supplier/company name on the invoice
  • invoice_number – The invoice reference number
  • invoice_date – The date on the invoice
  • total_amount – The total amount due (number only)
  • customer_name – The recipient/customer name
  1. Copy your Pipeline ID and API Key

2. Connect the Nodes in n8n

  1. Add the easybits Extractor node from the n8n community nodes
  2. Enter your Pipeline ID and API Key as credentials
  3. Create a Slack API credential using your Slack Bot Token and assign it to the Slack node
  4. Update the Slack channel ID in the Send to Slack for Approval node to your target channel

3. Set Up the Slack App

  1. Go to api.slack.com/apps and create a new app
  2. Add Bot Token Scopes: chat:write, chat:write.public
  3. Install the app to your workspace
  4. Copy the Bot User OAuth Token (starts with xoxb-)
  5. Enable Interactivity and set the Request URL to your approval handler webhook

4. Activate & Test

  1. Click Active in the top-right corner of n8n
  2. Open the form URL and upload a test invoice
  3. Check Slack – you should see the approval message with buttons

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Invoice Upload Form

Type / Role
n8n-nodes-base.formTrigger - formTrigger
Config choices
Version 2.5

Block 2 - easybits Extractor: Extract Invoice Data

Type / Role
@easybits/n8n-nodes-extractor.easybitsExtractor - easybitsExtractor
Config choices
Version 2

Block 3 - Map Invoice Fields

Type / Role
n8n-nodes-base.set - set
Config choices
Version 3.4

Block 4 - Send to Slack for Approval

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.3

Block 5 - Sticky Note

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 6 - Sticky Note1

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 7 - Sticky Note2

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 8 - Sticky Note3

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 9 - Sticky Note4

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

3. Summary Table

Workflow Send invoice approval requests to Slack using easybits Extractor
Complexity intermediate
Nodes 9
Categories Invoice Processing, AI Summarization
Author Felix
Published 31 Mar 2026

4. Reproducing the Workflow from Scratch

  1. 1. Download the workflow JSON

    Use the JSON export at /data/workflows/14513/14513.json as the source template for this automation.

  2. 2. Import the template into n8n

    Open n8n, import the downloaded JSON, and review each node before activating the workflow.

  3. 3. Configure credentials and variables

    Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.

  4. 4. Test with sample data

    Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.

  5. 5. Activate and monitor

    Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Frequently asked questions

What does Send invoice approval requests to Slack using easybits Extractor do?

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 o...

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Invoice Processing, AI Summarization use case.