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Actions18

Bank Statement → Ask

AI-generated

Overview

The node processes bank statement documents by allowing users to ask specific questions about the content of the bank statement. It supports input via a public URL or binary data from a previous node and uses AI models to analyze the document and provide answers to user queries. This is useful for extracting insights or specific information from bank statements in automated workflows.

Use Case Examples

  1. A user provides a URL to a bank statement PDF and asks, 'What are the main findings of this document?' The node returns a summarized answer based on the document content.
  2. A user inputs a bank statement file as binary data and queries specific transaction details or balances, receiving structured responses.

Properties

Name Meaning
Input Type How to provide the bank statement, either via a public URL or binary data from a previous node.
Bank Statement URL Public URL of the bank statement file (PDF, DOCX, XLSX, CSV, PNG, JPG). Required if Input Type is URL.
Input Binary Field Name of the binary property from a previous node containing the file. Required if Input Type is Binary Data.
Model AI model tier to use for processing the document. Higher tiers produce better results but cost more credits.
Question The question to ask about the bank statement. Minimum 4 characters.
Document ID Optional identifier for usage tracking, returned in the response.

Output

JSON

  • answer - The AI-generated answer to the question asked about the bank statement.
  • documentId - The optional identifier provided for usage tracking, returned in the response.
  • metadata - Additional metadata about the processed bank statement document.

Dependencies

  • An API key credential for the PDF Vector API

Troubleshooting

  • Ensure the provided URL is publicly accessible if using URL input type.
  • Verify the binary data field name matches the output of the previous node if using binary input.
  • Check that the question is at least 4 characters long to meet the minimum requirement.
  • If the API returns an error, verify the API key credentials and usage limits.
  • Handle errors gracefully by enabling 'Continue On Fail' to process multiple items without stopping the workflow.

Links

Discussion