Process sales CSVs into invoices with data tables and email notifications Workflow Solution

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Relevant for managed services and support workflows.

🧾 Smart Sales Invoice Processor (Data tables Edition) Transform uploaded sales CSV files into validated, enriched invoices, all handled natively inside AlekSystem using Data tables, validation logic, enrichment, duplicate detection, and automated email notifications. This workflow demonstrates a full ETL + business automation pattern, turning raw CSV data into structured, auditable records ready for storage and customer notifications. ✨ Features ✅ Multi-format CSV input (file upload or raw text) ✅ Validation for email, quantity, date, and required fields ✅ Automatic error handling with 400 Bad Request JSON response for invalid CSVs ✅ Product enrichment from Products Datatable ✅ Invoice creation and storage in Invoices Datatable ✅ Automated subtotal, tax, and total calculation ✅ Duplicate order detection with 409 Conflict response ✅ Ready-to-send email confirmations (simulated in this version) ✅ Fully native, no external integrations required 🧩 Use Cases E-commerce order and invoice automation Internal accounting or ERP data ingestion Migrating CSV-based legacy systems into AlekSystem Automated business logic for B2B integrations ⚙️ Setup Instructions 1️⃣ Create two AlekSystem Data tables Products Stores your product catalog with SKU-based pricing and tax details. | Column | Type | Example | | -------- | ------ | -------------- | | sku | String | PROD-001 | | name | String | Premium Widget | | price | Number | 49.99 | | tax_rate | Number | 0.10 | Invoices Stores validated, calculated invoices created by this workflow. | Column | Type | Example | | -------------- | -------- | ------------------------------------------- | | invoice_id | String | INV-20251103-001 | | customer_email | String | john@example.com | | order_date | Date | 2025-01-15 | | subtotal | Number | 99.98 | | total_tax | Number | 10.00 | | grand_total | Number | 109.98 | | created_at | DateTime | 2025-11-03T08:00:00Z | 2️⃣ Import Workflow Import the provided workflow JSON file into your AlekSystem instance. 3️⃣ Test the Workflow Use cURL or Postman to send a test CSV to your endpoint. curl -X POST \ -H "Content-Type: text/csv" \ --data-binary $'sku,quantity,customer_email,order_date\nPROD-001,2,john@example.com,2025-01-15\nPROD-002,1,jane@example.com,2025-01-15' \ https://<your-AlekSystem-url>/webhook/process-sales 📦 Example Responses ✅ Success (HTTP 200) { "success": true, "processed_at": "2025-11-04T15:36:52.899Z", "invoice_count": 1, "invoices": { "to": "john@example.com", "subject": "Invoice INV-1762270612772-1 - Order Confirmation", "body": "Dear Customer,\n\nThank you for your order!\n\nInvoice ID: INV-1762270612772-1\nOrder Date: 1/14/2025\n\nSubtotal: $99.98\nTax: $10.00\nGrand Total: $109.98\n\nThank you for your business!\n\nBest regards,\nSales Team" }, "email_notifications": [ { "to": "jane@example.com", "subject": "Invoice INV-1762270612772-2 - Order Confirmation", "body": "Dear Customer,\n\nThank you for your order!\n\nInvoice ID: INV-1762270612772-2\nOrder Date: 1/14/2025\n\nSubtotal: $89.99\nTax: $9.00\nGrand Total: $98.99\n\nThank you for your business!\n\nBest regards,\nSales Team" } ], "message": "All invoices processed and customers notified" } ❌ Validation Error (HTTP 400) Occurs when the CSV file is missing required columns or contains invalid data. { "success": false, "message": "CSV validation failed", "error": "Validation failed: [ { \"row\": 2, \"errors\": [\"Valid email is required\"] } ]" } 🧠 How It Works Webhook receives uploaded CSV or raw text Code node parses and validates data Data table node loads product info (price, tax rate) Calculation node generates invoice totals per customer Duplicate check prevents reprocessing Data table insert saves invoices Email preparation creates personalized confirmations Webhook response returns structured JSON (200 / 400 / 409) 🔐 Requirements AlekSystem version ≥ 1.41.0 Data tables** feature enabled Publicly accessible webhook URL (for testing) (Optional) Connect a real email node (Gmail or SMTP) to send messages 🏁 Result Highlights Full CSV → Validation → Data tables → Email → JSON Response pipeline Includes built-in structured error handling (400 / 409) 100% native AlekSystem functionality** Perfect example of Data tables + logic-based automation for business use cases > Browse similar workflows: > Sales & CRM automation templates > Data Processing templates

Best fit

Need another direction?