Name: Extract Carrier Invoices To Spreadsheet
Author: iterationlayer

搵技能.../

# Step 1: Extract carrier invoice data from all three PDFs
EXTRACTION=$(curl -s -X POST https://api.iterationlayer.com/document-extraction/v1/extract \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "files": [
      {
        "type": "url",
        "name": "ups-invoice-march.pdf",
        "url": "https://example.com/freight/ups-invoice-march.pdf"
      },
      {
        "type": "url",
        "name": "fedex-invoice-march.pdf",
        "url": "https://example.com/freight/fedex-invoice-march.pdf"
      },
      {
        "type": "url",
        "name": "dhl-invoice-march.pdf",
        "url": "https://example.com/freight/dhl-invoice-march.pdf"
      }
    ],
    "schema": {
      "fields": [
        {
          "name": "carrier_invoices",
          "type": "ARRAY",
          "description": "One entry per carrier invoice",
          "item_schema": {
            "fields": [
              { "name": "carrier", "type": "TEXT", "description": "Carrier name" },
              { "name": "invoice_number", "type": "TEXT", "description": "Invoice reference number" },
              { "name": "invoice_date", "type": "DATE", "description": "Invoice date" },
              { "name": "shipment_reference", "type": "TEXT", "description": "Shipment or tracking reference number" },
              { "name": "service_type", "type": "TEXT", "description": "Service level, e.g. Express or Ground" },
              { "name": "charges", "type": "CURRENCY_AMOUNT", "description": "Total charges for this shipment" },
              { "name": "currency", "type": "CURRENCY_CODE", "description": "Billing currency" }
            ]
          }
        }
      ]
    }
  }')

# Step 2: Generate XLSX freight cost tracker from the extracted invoice data
curl -X POST https://api.iterationlayer.com/sheet-generation/v1/generate \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "format": "xlsx",
    "styles": {
      "header": {
        "font_family": "Helvetica",
        "font_size_in_pt": 11,
        "is_bold": true,
        "background_color": "#B45309",
        "font_color": "#FFFFFF"
      },
      "body": {
        "font_family": "Helvetica",
        "font_size_in_pt": 11,
        "font_color": "#333333"
      }
    },
    "sheets": [
      {
        "name": "Freight Cost Tracker — March 2026",
        "columns": [
          { "name": "Carrier", "width": 16 },
          { "name": "Invoice #", "width": 18 },
          { "name": "Date", "width": 12 },
          { "name": "Shipment Ref", "width": 20 },
          { "name": "Service", "width": 14 },
          { "name": "Charges", "width": 14 },
          { "name": "Currency", "width": 10 }
        ],
        "rows": [
          [
            { "value": "UPS" },
            { "value": "UPS-INV-20260318-4471" },
            { "value": "2026-03-18", "format": "date" },
            { "value": "1Z4E29W00391842610" },
            { "value": "Express" },
            { "value": 184.50, "format": "currency" },
            { "value": "USD" }
          ],
          [
            { "value": "FedEx" },
            { "value": "FX-9842201-MAR26" },
            { "value": "2026-03-19", "format": "date" },
            { "value": "795089650512" },
            { "value": "Ground" },
            { "value": 67.20, "format": "currency" },
            { "value": "USD" }
          ],
          [
            { "value": "DHL" },
            { "value": "DHL-EXP-2026-88341" },
            { "value": "2026-03-21", "format": "date" },
            { "value": "JD014600006261234560" },
            { "value": "Express" },
            { "value": 212.75, "format": "currency" },
            { "value": "USD" }
          ],
          [
            { "value": "Total" },
            { "value": null },
            { "value": null },
            { "value": null },
            { "value": null },
            { "value": null },
            { "value": null }
          ]
        ],
        "formulas": [
          {
            "row": 4,
            "col": 6,
            "expression": "=SUM(F2:F4)"
          }
        ]
      }
    ]
  }'

import { IterationLayer } from "iterationlayer";
const client = new IterationLayer({ apiKey: "YOUR_API_KEY" });

// Step 1: Extract carrier invoice data from all three PDFs
const extraction = await client.extract({
  files: [
    {
      type: "url",
      name: "ups-invoice-march.pdf",
      url: "https://example.com/freight/ups-invoice-march.pdf",
    },
    {
      type: "url",
      name: "fedex-invoice-march.pdf",
      url: "https://example.com/freight/fedex-invoice-march.pdf",
    },
    {
      type: "url",
      name: "dhl-invoice-march.pdf",
      url: "https://example.com/freight/dhl-invoice-march.pdf",
    },
  ],
  schema: {
    fields: [
      {
        name: "carrier_invoices",
        type: "ARRAY",
        description: "One entry per carrier invoice",
        item_schema: {
          fields: [
            {
              name: "carrier",
              type: "TEXT",
              description: "Carrier name",
            },
            {
              name: "invoice_number",
              type: "TEXT",
              description: "Invoice reference number",
            },
            {
              name: "invoice_date",
              type: "DATE",
              description: "Invoice date",
            },
            {
              name: "shipment_reference",
              type: "TEXT",
              description: "Shipment or tracking reference number",
            },
            {
              name: "service_type",
              type: "TEXT",
              description: "Service level, e.g. Express or Ground",
            },
            {
              name: "charges",
              type: "CURRENCY_AMOUNT",
              description: "Total charges for this shipment",
            },
            {
              name: "currency",
              type: "CURRENCY_CODE",
              description: "Billing currency",
            },
          ],
        },
      },
    ],
  },
});

const invoices = extraction.carrier_invoices.value as Array<
  Record<string, { value: unknown }>
>;

// Step 2: Generate XLSX freight cost tracker from the extracted invoice data
const sheet = await client.generateSheet({
  format: "xlsx",
  styles: {
    header: {
      font_family: "Helvetica",
      font_size_in_pt: 11,
      is_bold: true,
      background_color: "#B45309",
      font_color: "#FFFFFF",
    },
    body: {
      font_family: "Helvetica",
      font_size_in_pt: 11,
      font_color: "#333333",
    },
  },
  sheets: [
    {
      name: "Freight Cost Tracker — March 2026",
      columns: [
        { name: "Carrier", width: 16 },
        { name: "Invoice #", width: 18 },
        { name: "Date", width: 12 },
        { name: "Shipment Ref", width: 20 },
        { name: "Service", width: 14 },
        { name: "Charges", width: 14 },
        { name: "Currency", width: 10 },
      ],
      rows: [
        ...invoices.map((invoice) => [
          {
            value: String(invoice.carrier.value),
          },
          {
            value: String(invoice.invoice_number.value),
          },
          {
            value: String(invoice.invoice_date.value),
            format: "date",
          },
          {
            value: String(invoice.shipment_reference.value),
          },
          {
            value: String(invoice.service_type.value),
          },
          {
            value: (invoice.charges.value as { amount: string }).amount,
            format: "currency",
          },
          {
            value: String(invoice.currency.value),
          },
        ]),
        [
          {
            value: "Total",
          },
          {
            value: null,
          },
          {
            value: null,
          },
          {
            value: null,
          },
          {
            value: null,
          },
          {
            value: null,
          },
          {
            value: null,
          },
        ],
      ],
      formulas: [
        {
          row: invoices.length + 1,
          col: 6,
          expression: `=SUM(F2:F${invoices.length + 1})`,
        },
      ],
    },
  ],
});

from iterationlayer import IterationLayer
client = IterationLayer(api_key="YOUR_API_KEY")

# Step 1: Extract carrier invoice data from all three PDFs
extraction = client.extract(
    files=[
        {
            "type": "url",
            "name": "ups-invoice-march.pdf",
            "url": "https://example.com/freight/ups-invoice-march.pdf",
        },
        {
            "type": "url",
            "name": "fedex-invoice-march.pdf",
            "url": "https://example.com/freight/fedex-invoice-march.pdf",
        },
        {
            "type": "url",
            "name": "dhl-invoice-march.pdf",
            "url": "https://example.com/freight/dhl-invoice-march.pdf",
        },
    ],
    schema={
        "fields": [
            {
                "name": "carrier_invoices",
                "type": "ARRAY",
                "description": "One entry per carrier invoice",
                "item_schema": {
                    "fields": [
                        {"name": "carrier", "type": "TEXT", "description": "Carrier name"},
                        {"name": "invoice_number", "type": "TEXT", "description": "Invoice reference number"},
                        {"name": "invoice_date", "type": "DATE", "description": "Invoice date"},
                        {"name": "shipment_reference", "type": "TEXT", "description": "Shipment or tracking reference number"},
                        {"name": "service_type", "type": "TEXT", "description": "Service level, e.g. Express or Ground"},
                        {"name": "charges", "type": "CURRENCY_AMOUNT", "description": "Total charges for this shipment"},
                        {"name": "currency", "type": "CURRENCY_CODE", "description": "Billing currency"},
                    ]
                },
            }
        ]
    },
)

invoices = extraction["carrier_invoices"]["value"]

# Step 2: Generate XLSX freight cost tracker from the extracted invoice data
sheet = client.generate_sheet(
    format="xlsx",
    styles={
        "header": {
            "font_family": "Helvetica",
            "font_size_in_pt": 11,
            "is_bold": True,
            "background_color": "#B45309",
            "font_color": "#FFFFFF",
        },
        "body": {
            "font_family": "Helvetica",
            "font_size_in_pt": 11,
            "font_color": "#333333",
        },
    },
    sheets=[
        {
            "name": "Freight Cost Tracker — March 2026",
            "columns": [
                {"name": "Carrier", "width": 16},
                {"name": "Invoice #", "width": 18},
                {"name": "Date", "width": 12},
                {"name": "Shipment Ref", "width": 20},
                {"name": "Service", "width": 14},
                {"name": "Charges", "width": 14},
                {"name": "Currency", "width": 10},
            ],
            "rows": [
                *[
                    [
                        {"value": invoice["carrier"]["value"]},
                        {"value": invoice["invoice_number"]["value"]},
                        {"value": invoice["invoice_date"]["value"], "format": "date"},
                        {"value": invoice["shipment_reference"]["value"]},
                        {"value": invoice["service_type"]["value"]},
                        {"value": invoice["charges"]["value"]["amount"], "format": "currency"},
                        {"value": invoice["currency"]["value"]},
                    ]
                    for invoice in invoices
                ],
                [
                    {"value": "Total"},
                    {"value": None},
                    {"value": None},
                    {"value": None},
                    {"value": None},
                    {"value": None},
                    {"value": None},
                ],
            ],
            "formulas": [
                {
                    "row": len(invoices) + 1,
                    "col": 6,
                    "expression": f"=SUM(F2:F{len(invoices) + 1})",
                }
            ],
        }
    ],
)

package main

import (
	"fmt"

	il "github.com/iterationlayer/sdk-go"
)

func main() {
	client := il.NewClient("YOUR_API_KEY")

	// Step 1: Extract carrier invoice data from all three PDFs
	extraction, err := client.Extract(il.ExtractRequest{
		Files: []il.FileInput{
			il.NewFileFromURL("ups-invoice-march.pdf", "https://example.com/freight/ups-invoice-march.pdf"),
			il.NewFileFromURL("fedex-invoice-march.pdf", "https://example.com/freight/fedex-invoice-march.pdf"),
			il.NewFileFromURL("dhl-invoice-march.pdf", "https://example.com/freight/dhl-invoice-march.pdf"),
		},
		Schema: il.ExtractionSchema{
			"carrier_invoices": il.NewArrayFieldConfig(
				"carrier_invoices",
				"One entry per carrier invoice",
				[]il.FieldConfig{
					il.NewTextFieldConfig("carrier", "Carrier name"),
					il.NewTextFieldConfig("invoice_number", "Invoice reference number"),
					il.NewDateFieldConfig("invoice_date", "Invoice date"),
					il.NewTextFieldConfig("shipment_reference", "Shipment or tracking reference number"),
					il.NewTextFieldConfig("service_type", "Service level, e.g. Express or Ground"),
					il.NewCurrencyAmountFieldConfig("charges", "Total charges for this shipment"),
					il.NewCurrencyCodeFieldConfig("currency", "Billing currency"),
				},
			),
		},
	})
	if err != nil {
		panic(err)
	}

	invoiceItems, _ := (*extraction)["carrier_invoices"].Value.([]interface{})

	rows := make([]il.SheetRow, 0, len(invoiceItems)+1)
	for _, item := range invoiceItems {
		invoice, _ := item.(map[string]interface{})
		getVal := func(key string) string {
			if field, ok := invoice[key].(map[string]interface{}); ok {
				return fmt.Sprintf("%v", field["value"])
			}
			return ""
		}
		chargesAmount := ""
		if field, ok := invoice["charges"].(map[string]interface{}); ok {
			if val, ok := field["value"].(map[string]interface{}); ok {
				chargesAmount = fmt.Sprintf("%v", val["amount"])
			}
		}
		rows = append(rows, il.SheetRow{
			{Value: getVal("carrier")},
			{Value: getVal("invoice_number")},
			{Value: getVal("invoice_date"), Format: "date"},
			{Value: getVal("shipment_reference")},
			{Value: getVal("service_type")},
			{Value: chargesAmount, Format: "currency"},
			{Value: getVal("currency")},
		})
	}
	rows = append(rows, il.SheetRow{
		{Value: "Total"},
		{Value: nil},
		{Value: nil},
		{Value: nil},
		{Value: nil},
		{Value: nil},
		{Value: nil},
	})

	// Step 2: Generate XLSX freight cost tracker from the extracted invoice data
	_, err = client.GenerateSheet(il.GenerateSheetRequest{
		Format: "xlsx",
		Styles: &il.SheetStyles{
			Header: &il.CellStyle{
				FontFamily:      "Helvetica",
				FontSizeInPt:    11,
				IsBold:          true,
				BackgroundColor: "#B45309",
				FontColor:       "#FFFFFF",
			},
			Body: &il.CellStyle{
				FontFamily:   "Helvetica",
				FontSizeInPt: 11,
				FontColor:    "#333333",
			},
		},
		Sheets: []il.Sheet{
			{
				Name: "Freight Cost Tracker — March 2026",
				Columns: []il.SheetColumn{
					{Name: "Carrier", Width: 16},
					{Name: "Invoice #", Width: 18},
					{Name: "Date", Width: 12},
					{Name: "Shipment Ref", Width: 20},
					{Name: "Service", Width: 14},
					{Name: "Charges", Width: 14},
					{Name: "Currency", Width: 10},
				},
				Rows: rows,
				Formulas: []il.Formula{
					{
						Row:        len(invoiceItems) + 1,
						Col:        6,
						Expression: fmt.Sprintf("=SUM(F2:F%d)", len(invoiceItems)+1),
					},
				},
			},
		},
	})
	if err != nil {
		panic(err)
	}
}

{
  "name": "Extract Carrier Invoices to Spreadsheet",
  "nodes": [
    {
      "parameters": {
        "content": "## Extract Carrier Invoices to Spreadsheet\n\nLogistics and freight operations teams receive PDF invoices from multiple carriers each month and need to reconcile all charges against shipment budgets. This pipeline extracts per-shipment charges from carrier invoices and writes them directly into a formatted XLSX cost tracker ready for finance review.\n\n**Note:** This workflow uses the Iteration Layer community node (`n8n-nodes-iterationlayer`). Install it via Settings > Community Nodes before importing. Self-hosted n8n only.",
        "height": 280,
        "width": 500,
        "color": 2
      },
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        200,
        40
      ],
      "id": "97ca7a4d-891b-4ae3-b848-5baf12b8d4e2",
      "name": "Overview"
    },
    {
      "parameters": {
        "content": "### Step 1: Extract Carrier Invoice Data\nResource: **Document Extraction**\n\nConfigure the Document Extraction parameters below, then connect your credentials.",
        "height": 160,
        "width": 300,
        "color": 6
      },
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        475,
        100
      ],
      "id": "69351e65-6d91-48e5-955f-6e217523f729",
      "name": "Step 1 Note"
    },
    {
      "parameters": {
        "content": "### Step 2: Generate Freight Cost Spreadsheet\nResource: **Sheet Generation**\n\nConfigure the Sheet Generation parameters below, then connect your credentials.",
        "height": 160,
        "width": 300,
        "color": 6
      },
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        725,
        100
      ],
      "id": "8d3e90eb-4808-4637-8c59-6dbbf5597fe0",
      "name": "Step 2 Note"
    },
    {
      "parameters": {},
      "type": "n8n-nodes-base.manualTrigger",
      "typeVersion": 1,
      "position": [
        250,
        300
      ],
      "id": "d4e5f6a7-b8c9-0123-4567-890abcdef012",
      "name": "Manual Trigger"
    },
    {
      "parameters": {
        "resource": "documentExtraction",
        "schemaInputMode": "rawJson",
        "schemaJson": "[\n  {\n    \"name\": \"carrier_invoices\",\n    \"type\": \"ARRAY\",\n    \"description\": \"One entry per carrier invoice\",\n    \"children\": [\n      {\n        \"name\": \"carrier\",\n        \"type\": \"TEXT\",\n        \"description\": \"Carrier name\"\n      },\n      {\n        \"name\": \"invoice_number\",\n        \"type\": \"TEXT\",\n        \"description\": \"Invoice reference number\"\n      },\n      {\n        \"name\": \"invoice_date\",\n        \"type\": \"DATE\",\n        \"description\": \"Invoice date\"\n      },\n      {\n        \"name\": \"shipment_reference\",\n        \"type\": \"TEXT\",\n        \"description\": \"Shipment or tracking reference number\"\n      },\n      {\n        \"name\": \"service_type\",\n        \"type\": \"TEXT\",\n        \"description\": \"Service level, e.g. Express or Ground\"\n      },\n      {\n        \"name\": \"charges\",\n        \"type\": \"CURRENCY_AMOUNT\",\n        \"description\": \"Total charges for this shipment\"\n      },\n      {\n        \"name\": \"currency\",\n        \"type\": \"CURRENCY_CODE\",\n        \"description\": \"Billing currency\"\n      }\n    ]\n  }\n]",
        "files": {
          "fileValues": [
            {
              "inputMode": "url",
              "fileUrl": "https://example.com/freight/ups-invoice-march.pdf"
            },
            {
              "inputMode": "url",
              "fileUrl": "https://example.com/freight/fedex-invoice-march.pdf"
            },
            {
              "inputMode": "url",
              "fileUrl": "https://example.com/freight/dhl-invoice-march.pdf"
            }
          ]
        }
      },
      "type": "n8n-nodes-iterationlayer.iterationLayer",
      "typeVersion": 1,
      "position": [
        500,
        300
      ],
      "id": "e5f6a7b8-c9d0-1234-5678-90abcdef0123",
      "name": "Extract Carrier Invoice Data",
      "credentials": {
        "iterationLayerApi": {
          "id": "1",
          "name": "Iteration Layer API"
        }
      }
    },
    {
      "parameters": {
        "resource": "sheetGeneration",
        "sheetFormat": "xlsx",
        "sheetsJson": "[\n  {\n    \"name\": \"Freight Cost Tracker \u2014 March 2026\",\n    \"columns\": [\n      { \"name\": \"Carrier\", \"width\": 16 },\n      { \"name\": \"Invoice #\", \"width\": 18 },\n      { \"name\": \"Date\", \"width\": 12 },\n      { \"name\": \"Shipment Ref\", \"width\": 20 },\n      { \"name\": \"Service\", \"width\": 14 },\n      { \"name\": \"Charges\", \"width\": 14 },\n      { \"name\": \"Currency\", \"width\": 10 }\n    ],\n    \"rows\": \"{{ $json.carrier_invoices }}\"\n  }\n]",
        "sheetStylesJson": "{\n  \"header\": {\n    \"font_family\": \"Helvetica\",\n    \"font_size_in_pt\": 11,\n    \"is_bold\": true,\n    \"background_color\": \"#B45309\",\n    \"font_color\": \"#FFFFFF\"\n  },\n  \"body\": {\n    \"font_family\": \"Helvetica\",\n    \"font_size_in_pt\": 11,\n    \"font_color\": \"#333333\"\n  }\n}"
      },
      "type": "n8n-nodes-iterationlayer.iterationLayer",
      "typeVersion": 1,
      "position": [
        750,
        300
      ],
      "id": "f6a7b8c9-d0e1-2345-6789-0abcdef01234",
      "name": "Generate Freight Cost Spreadsheet",
      "credentials": {
        "iterationLayerApi": {
          "id": "1",
          "name": "Iteration Layer API"
        }
      }
    }
  ],
  "connections": {
    "Manual Trigger": {
      "main": [
        [
          {
            "node": "Extract Carrier Invoice Data",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Extract Carrier Invoice Data": {
      "main": [
        [
          {
            "node": "Generate Freight Cost Spreadsheet",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "settings": {
    "executionOrder": "v1"
  }
}

Extract carrier invoice data from the files at [file URL 1], [file URL 2], and [file URL 3], then generate a freight cost spreadsheet. Use the extract_document tool with these fields:

- carrier_invoices (ARRAY): One entry per carrier invoice, each with:
  - carrier (TEXT): Carrier name
  - invoice_number (TEXT): Invoice reference number
  - invoice_date (DATE): Invoice date
  - shipment_reference (TEXT): Shipment or tracking reference number
  - service_type (TEXT): Service level, e.g. Express or Ground
  - charges (CURRENCY_AMOUNT): Total charges for this shipment
  - currency (CURRENCY_CODE): Billing currency

Then use the generate_sheet tool to create an XLSX freight cost tracker with the extracted rows.

{
  "success": true,
  "data": {
    "buffer": "UEsDBBQAAAAIAA...",
    "mime_type": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
  }
}

Extract Carrier Invoices To Spreadsheet | Skills Pool

Extract Carrier Invoices To Spreadsheet

Extract Carrier Invoices To Spreadsheet

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