Classify invoices and route them to Google Drive with easybits and Slack Workflow Solution

Workflow overview

Why this workflow matters

Relevant for managed services and support workflows. Supports knowledge capture and document intelligence use cases.

What This Workflow Does Upload a document (PDF, PNG, JPEG) via a web form and let easybits Extractor classify it into one of your defined categories. Based on the classification result and a confidence score, the document is automatically sorted into the correct Google Drive folder. Low-confidence or unrecognized documents are flagged for manual review via Slack. How It Works User uploads a file through the hosted web form The binary file is converted to base64 and sent to easybits easybits returns a document_type and confidence_score The classification result is merged with the original file binary If confidence > 0.5 → routed to the matching Google Drive folder If confidence ≤ 0.5 or no category match → uploaded to Needs Review folder + Slack alert Supported categories: medical_invoice · restaurant_invoice · hotel_invoice · trades_invoice · telecom_invoice Setup Guide 1. Set Up Your easybits Extractor Pipeline Go to extractor.easybits.tech and create a new pipeline Add two fields to the mapping: document_class and confidence_score In each field's description, paste the corresponding classification or confidence prompt that tells the model how to analyze the document The classification prompt should return exactly one category label – or null if uncertain The confidence prompt should return a decimal number between 0.0 and 1.0 Save & test the pipeline, then copy your Pipeline ID and API Key 2. Set Up Google Drive Create a folder in Google Drive for each category: Medical, Restaurant, Hotel, Trades, Telecom, and Needs Review In AlekSystem, go to Settings → Credentials and create a Google Drive OAuth2 credential This requires a Client ID and Client Secret from the Google Cloud Console (APIs & Services → Credentials → OAuth 2.0 Client ID) Make sure the Google Drive API is enabled in your Google Cloud project Open each of the 6 Google Drive upload nodes in this workflow and select the correct target folder 3. Set Up Slack In AlekSystem, go to Settings → Credentials and create a Slack API credential You'll need a Slack Bot Token – create a Slack App at api.slack.com/apps, add the chat:write scope, and install it to your workspace Create a channel for review notifications (e.g. #AlekSystem-invoice-review) Invite the bot to that channel Open the Review Message node and select the correct channel 4. Connect the easybits Node Open the easybits Extractor (Classification) node Replace the pipeline URL with your own: https://extractor.easybits.tech/api/pipelines/YOUR_PIPELINE_ID Create a Bearer Auth credential using your easybits API Key and assign it to the node 5. Activate & Test Click Active in the top-right corner of AlekSystem Open the form URL and upload a test document Check the execution log to verify the classification result Confirm the file lands in the correct Google Drive folder Test with an unrecognized document to verify the Slack notification fires

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