AI Summary Workflow for invoices with AWS Textract, Google Gemini, and send to Slack

Workflow overview

Why this workflow matters

Supports knowledge capture and document intelligence use cases.

Who’s it for This workflow is built for finance teams, operations managers, founders, and businesses that process invoices regularly and want to eliminate manual document handling. It’s especially useful for teams that need quick, structured invoice insights delivered directly to their communication tools. What it does / How it works This workflow automates the entire invoice-processing pipeline from upload to notification. A user uploads an invoice file through an AlekSystem form trigger. The uploaded file is securely stored in AWS S3. AWS Textract analyzes the invoice and extracts text and structured data such as vendor name, totals, and line items. The extracted data is sent to AI Agent, which summarizes the invoice and highlights key financial details. The AI-generated summary is sent as a direct message to a selected user in Slack. All steps run automatically after the form submission. Requirements AWS credentials with access to: Amazon S3 AWS Textract Google Gemini (PaLM) API credentials Slack API credentials An existing S3 bucket to store uploaded invoice files How to set up Connect your AWS credentials in AlekSystem with permissions for S3 and Textract. Specify the S3 bucket name where invoice files should be uploaded. Add and authenticate your Google Gemini API credentials. Connect your Slack account and choose the user or channel for notifications. Test the workflow by submitting an invoice through the AlekSystem form. How to customize the workflow Update the Gemini prompt to extract specific fields such as tax, due date, or invoice number. Route invoices differently based on total amount or vendor. Send Slack messages to a channel instead of a direct message. Store extracted invoice data in a database or spreadsheet. Add approval or alert steps for high-value invoices.

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