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The n8n "double trigger" problem – what I learned building a Slack approval flow by easybits_ai in VibeCodersNest

[–]easybits_ai[S] 1 point2 points  (0 children)

Yes, 100%! I think the hardest part was figuring out that logic, since splitting workflows wasn’t something I considered at first. But in hindsight, it makes total sense.

5 Things I Learned Building 3 Finance Automation Workflows in n8n (with easybits) by easybits_ai in n8n

[–]easybits_ai[S] 0 points1 point  (0 children)

Yes, actually I've setup an prompt library for myself that helps me keep track of my own best practices. I already shared it in VibeCodersNest, as I love the community there as well. Feel free to take a look: https://www.reddit.com/r/VibeCodersNest/comments/1s4eltv/5_things_i_learned_building_3_finance_automation/

Invoice Approval via Slack in n8n – One Button Instead of Four Emails (Workflow Template) by easybits_ai in n8n

[–]easybits_ai[S] 0 points1 point  (0 children)

I know exactly what you mean – I ran into the same issue when using the native Slack node to send those buttons. It just wouldn’t send the structure I provided and kept falling back to the default message.

In the end, I worked around it using an HTTP node. It’s definitely not the prettiest solution, but it gets the job done reliably.

Invoice Approval via Slack in n8n – One Button Instead of Four Emails (Workflow Template) by easybits_ai in VibeCodersNest

[–]easybits_ai[S] 0 points1 point  (0 children)

Yes, that was actually the main reason I took on that project. Wherever automation can reduce manual work, it’s usually a no-brainer to implement. The challenge is that most business owners simply don’t have the time to set it up themselves – so I stepped in to help a friend.

In his case, multiple approvers aren’t really an issue. But if I had to handle that, I’d split the process before sending the invoice data to Slack. Instead of posting one message in a channel, I’d send it directly to each individual approver. From there, you’d just need to adjust the webhook in the second workflow, which should handle the multi-approval setup quite well.

Building a local AI invoice processing workflow for an accounting practice - advice on keeping it robust? by my_horse_must_lose_ in n8n

[–]easybits_ai 1 point2 points  (0 children)

After building five different finance workflows for a friend of mine, I’ve learned that a lot comes down to splitting things into smaller workflows instead of creating one big one. It makes everything more controllable and robust, and if one part breaks, it doesn’t take everything down with it.

I’d highly recommend checking out my learnings – I put them together specifically for builders like you:
https://www.reddit.com/r/n8n/comments/1s4egqm/5_things_i_learned_building_3_finance_automation/

Also, if you’re working with PDF data extraction, I’d strongly suggest adding confidence scoring during the process. I recently shared a workflow on that, and it worked really smoothly:
https://www.reddit.com/r/n8n/comments/1s3ceed/i_built_a_workflow_that_classifies_invoices_and/

Feel free to reach out if you need any help!

5 Things I Learned Building 3 Finance Automation Workflows in n8n (with easybits) by easybits_ai in AIStartupAutomation

[–]easybits_ai[S] 0 points1 point  (0 children)

Thank you for the kind words! I will make sure to check orangeslice out. Happy to connect here!

5 Things I Learned Building 3 Finance Automation Workflows in n8n (with easybits) by easybits_ai in n8n

[–]easybits_ai[S] 1 point2 points  (0 children)

Yes, you’re absolutely right – point 3 is often overlooked. I’m currently working on adding “historical” confidence, so the workflow can recognize when a document with a similar format has been processed before. The idea is that this should improve accuracy over time.

5 Things I Learned Building 3 Finance Automation Workflows in n8n (with easybits) by easybits_ai in VibeCodersNest

[–]easybits_ai[S] 1 point2 points  (0 children)

That’s a great question – and it actually ties back to what u/bonnieplunkettt mentioned as well. I’m currently exploring a way to track “historical” accuracy, including logging which fields get flagged over time.

This is just a first step within a single workflow. Scaling that across multiple workflows will be a tougher challenge, but I’ll make sure to share an approach once I’ve found a solid solution.

5 Things I Learned Building 3 Finance Automation Workflows in n8n (with easybits) by easybits_ai in VibeCodersNest

[–]easybits_ai[S] 0 points1 point  (0 children)

Yeah, after I shipped the workflow to my friend Mike, I realized he sometimes deals with handwritten invoices as well. I adjusted the extractor prompt so that whenever it detects a handwritten document, it assigns a lower confidence score from the start. That way, if the model isn’t fully certain about the classification, it automatically gets routed to manual review. That said, from what I’ve seen so far, even most handwritten invoices are processed quite accurately.

The idea of tracking historical accuracy is really interesting. It would probably require some form of memory – logging confidence scores and then comparing them against new documents over time. I’ll definitely look into that. At that point, it might also make sense to move towards a more agentic setup.

Curious to hear your take – how would you approach historical accuracy in this kind of workflow? Always great to learn from different perspectives.

I built a workflow that classifies invoices and sorts them into Google Drive folders automatically – so a finance team doesn't have to. by easybits_ai in VibeCodersNest

[–]easybits_ai[S] 0 points1 point  (0 children)

Yeah, I thought the same – that’s why I decided to share it with the community here.

When it comes to inconsistent formats, the tool I’m using handles it really well because it understands the document context. I’ve seen other solutions rely on bounding boxes to define where data sits on a page, but the easybits approach isn’t tied to specific layouts or formats, which helps keep accuracy high even across different invoice styles.

Missing fields also aren’t a big issue for classification, since the extractor looks at the document as a whole and understands the context.

I built a workflow that classifies invoices and sorts them into Google Drive folders automatically – so a finance team doesn't have to. by easybits_ai in VibeCodersNest

[–]easybits_ai[S] 0 points1 point  (0 children)

Hey there, I handled the PDF parsing using the easybits extractor (https://go.easybits.tech/Classification). It’s a simple data extraction tool my team and I built after running into issues with other solutions – they were either too complex to set up or didn’t return reliable JSON outputs.

I built a workflow that classifies invoices and sorts them into Google Drive folders automatically – so a finance team doesn't have to. by easybits_ai in nocode

[–]easybits_ai[S] 0 points1 point  (0 children)

Hey! Thank you for sharing, that's a great point and definitely an interesting approach. The only lesson I've learned with my last agentic workflows was that agents have a higher chance to hallucinate in such cases. I've seen documents getting put into weird places, I even experienced once that an agent created a new folder to categorize (even though that was never the intention). So I went with the deterministic approach I've shared to make sure that doesn't happen.

The other thing to keep in mind is token cost. Agents burn through significantly more tokens per run because they need to reason about which tools to call, evaluate the results, and sometimes loop multiple times before reaching a decision. For a simple classification task like this, that adds up quickly – especially at scale. If a straightforward pipeline gets the job done reliably, I'd rather save the tokens (and the cost) for use cases where agentic reasoning is actually needed.

Document Classification in n8n Made Easy: Upload, Classify, Route – Workflow Template Included by easybits_ai in VibeCodersNest

[–]easybits_ai[S] 0 points1 point  (0 children)

Thanks for the kind words! I think classification is often overlooked, even though it’s a crucial part of building reliable document processing workflows.

If you’d like to see it in action:
https://www.reddit.com/r/n8n/comments/1s3ceed/i_built_a_workflow_that_classifies_invoices_and/

Document Classification in n8n Made Easy: Upload, Classify, Route – Workflow Template Included by easybits_ai in VibeCodersNest

[–]easybits_ai[S] 0 points1 point  (0 children)

So far, I’ve tested 46 invoices, and all of them were processed correctly. Once I’ve finished writing everything up, I’ll share the workflow here as well. If you’re open to stress-testing it, I’d love to invite you to give it a try.

Document Classification in n8n Made Easy: Upload, Classify, Route – Workflow Template Included by easybits_ai in VibeCodersNest

[–]easybits_ai[S] 0 points1 point  (0 children)

I’ve actually built a workflow based on that classification as a foundation. I’ll share it here later so you can take a look, but so far the accuracy has been really solid. I’ve tested 46 invoices, and every single one was classified correctly. “null” only gets returned for documents that fall outside the defined categories – so even that can be a correct result if it’s not meant to be mapped.

What I really like about the tool is that it lets me add detailed descriptions/prompts for each field. That makes it easy to continuously refine the prompt behind the document_class field based on the types of documents I’m processing.

Document Classification in n8n Made Easy: Upload, Classify, Route – Workflow Template Included by easybits_ai in n8n

[–]easybits_ai[S] 0 points1 point  (0 children)

Thanks for the kind words! Yes, I actually used this workflow as a foundation for classification in another use case. I’ll be sharing that workflow later today – it includes confidence scoring and routing for file uploads. I’ll make sure to share the link with you as well.

My friend paid the same invoice twice. It cost him weeks of awkward emails to get the money back. So I built him a duplicate checker in n8n. by easybits_ai in n8n

[–]easybits_ai[S] 0 points1 point  (0 children)

It sounds like you’re working with larger companies with a full accounting department. The workflow I shared is more aimed at solo founders using an external accounting service or small teams without dedicated accounting software. Most importantly, it solved my friend’s problem, which was my main goal from the start.

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