DOCUMENT OPS
Rename filed Dropbox invoices from extracted metadata
When an invoice PDF lands in Dropbox, extracts vendor, invoice number, and date, renames the file to a consistent pattern, and logs the metadata to Postgres for search.
How it runs
The automated pipeline, trigger to output.
- TriggerNew invoice PDF in Dropbox /InvoicesDropbox
- ActionExtract vendor, invoice number, dateOpenAI
- LogicValidate all required fields present
- ActionRename file to standard patternDropbox
- OutputInsert metadata row into PostgresPostgres
What it does
Takes invoice PDFs as they arrive in a Dropbox folder, pulls the vendor name, invoice number, and invoice date out of the document, and renames the file to a standard `YYYY-MM-DD__Vendor__InvoiceNo.pdf` pattern. It then writes the same fields to a Postgres table so invoices are queryable without opening files.
When to use it
Use it when invoices show up with useless names like `scan_0012.pdf` and your AP team needs predictable filenames plus a searchable index. Pairs well with an upstream type-classifier that drops invoices into one folder.
How it works
- 1A new file in `/Invoices` triggers the run.
- 2The flow extracts text and parses vendor, invoice number, and date via OpenAI.
- 3A validation step checks all three fields were found; missing fields skip the rename and flag the file.
- 4The file is renamed in place in Dropbox to the standard pattern.
- 5A row is inserted into the Postgres `invoices` table with the metadata and the new path for later lookup and reconciliation.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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