Invoice Processor

1import { relay } from "@relayplane/workflows";
2
3const result = await relay
4  .workflow("invoice-processor")
5  .step("extract").with("openai:gpt-4o-vision")
6  .step("validate").with("anthropic:claude-3.5-sonnet").depends("extract")
7  .run({ fileUrl: "https://example.com/invoice.pdf" });

1import { relay } from "@relayplane/workflows";
2import { z } from "zod";
3
4// Define structured invoice schema
5const InvoiceSchema = z.object({
6  invoiceNumber: z.string().describe("Invoice number or ID"),
7  date: z.string().describe("Invoice date in ISO format"),
8  dueDate: z.string().optional().describe("Payment due date"),
9  vendor: z.object({
10    name: z.string(),
11    address: z.string().optional(),
12    taxId: z.string().optional(),
13  }),
14  billTo: z.object({
15    name: z.string(),
16    address: z.string().optional(),
17  }),
18  items: z.array(z.object({
19    description: z.string(),
20    quantity: z.number(),
21    unitPrice: z.number(),
22    amount: z.number(),
23  })),
24  subtotal: z.number(),
25  tax: z.number().optional(),
26  totalAmount: z.number(),
27  currency: z.string().default("USD"),
28});
29
30type Invoice = z.infer;
31
32// Build multi-step workflow
33async function processInvoice(fileUrl: string) {
34  const result = await relay
35    .workflow("invoice-processor")
36
37    // Step 1: Extract structured data from invoice image/PDF
38    .step("extract", {
39      schema: InvoiceSchema,
40      systemPrompt: `Extract all invoice fields as structured JSON.
41        - Parse line items carefully with quantities and prices
42        - Calculate subtotals and verify against invoice total
43        - Extract vendor and customer information
44        - Preserve currency information`,
45    })
46    .with("openai:gpt-4o-vision")
47
48    // Step 2: Validate extracted data
49    .step("validate", {
50      systemPrompt: `Verify the extracted invoice data:
51        1. Check that item amounts = quantity * unitPrice
52        2. Verify subtotal matches sum of all items
53        3. Check that total = subtotal + tax
54        4. Flag any discrepancies or missing critical fields
55        Return: { valid: boolean, issues: string[], confidence: number }`,
56    })
57    .with("anthropic:claude-3.5-sonnet")
58    .depends("extract")
59
60    // Step 3: Generate executive summary
61    .step("summarize", {
62      systemPrompt: `Create a brief executive summary for finance approval:
63        - Key vendor and amount
64        - Payment due date
65        - Any validation issues or red flags
66        - Recommendation (approve/review/reject)
67        Keep it under 3 sentences.`,
68    })
69    .with("openai:gpt-4o-mini")
70    .depends("validate")
71
72    .run({ fileUrl });
73
74  // Return structured results
75  return {
76    invoice: result.steps.extract as Invoice,
77    validation: result.steps.validate,
78    summary: result.steps.summarize,
79  };
80}
81
82// Usage example
83const invoice = await processInvoice("https://example.com/invoice-2024-001.pdf");
84
85console.log("Invoice Number:", invoice.invoice.invoiceNumber);
86console.log("Total Amount:", invoice.invoice.totalAmount, invoice.invoice.currency);
87console.log("Summary:", invoice.summary);

1# Install CLI and authenticate
2npx relay login
3
4# This workflow can now be triggered via webhook
5curl -X POST https://api.relayplane.com/webhooks/trigger \
6  -H "Authorization: Bearer YOUR_API_KEY" \
7  -H "Content-Type: application/json" \
8  -d '{
9    "workflowName": "invoice-processor",
10    "input": {
11      "fileUrl": "https://example.com/invoice.pdf"
12    }
13  }'

1// Scheduled batch processing
2const result = await relay
3  .workflow("invoice-batch-processor")
4  .schedule("0 9 * * 1-5") // Weekdays at 9am
5
6  .step("list-files", {
7    systemPrompt: "List all unprocessed PDFs in S3 bucket",
8  })
9  .with("openai:gpt-4o-mini")
10
11  .step("process-all", {
12    systemPrompt: "Process each invoice using the invoice-processor workflow",
13  })
14  .with("openai:gpt-4o-vision")
15  .depends("list-files")
16
17  .run({ bucketName: "invoices-inbox" });

1try {
2  const invoice = await processInvoice(fileUrl);
3
4  // Check validation results
5  if (!invoice.validation.valid) {
6    console.warn("Validation issues:", invoice.validation.issues);
7    // Route to manual review queue
8  } else {
9    // Auto-approve or route based on amount threshold
10    if (invoice.invoice.totalAmount > 10000) {
11      await routeForApproval(invoice);
12    } else {
13      await autoApprove(invoice);
14    }
15  }
16} catch (error) {
17  console.error("Invoice processing failed:", error);
18  // Route to error queue for manual processing
19  await routeToErrorQueue(fileUrl, error);
20}