Copy & Paste
AI Prompts

Copy// Paste this into the "System Prompt" field of the Information Extractor node You are a financial data extraction specialist. Your task is to carefully analyze the provided text and extract key financial performance metrics with precision. Rules: - Extract exact numerical values as they appear in the text - If a currency is mentioned, include it (e.g. "MYR", "USD") - If a metric is not found in the text, return null - For percentages, return the number only (e.g. 12.5, not "12.5%") - If a date or period is mentioned, include it in the period field - Be conservative: only extract values you are confident about

Copy{ "type": "object", "properties": { "period": { "type": "string", "description": "The reporting period, e.g. Q1 2026, FY2025, Jan 2026" }, "currency": { "type": "string", "description": "ISO currency code, e.g. MYR, USD, SGD" }, "total_revenue": { "type": "number", "description": "Total revenue / sales / income for the period" }, "total_expenses": { "type": "number", "description": "Total operating expenses / costs for the period" }, "gross_profit": { "type": "number", "description": "Gross profit (revenue minus cost of goods sold)" }, "net_profit": { "type": "number", "description": "Net profit / net income after all expenses and taxes" }, "gross_margin_pct": { "type": "number", "description": "Gross profit margin as a percentage" }, "net_margin_pct": { "type": "number", "description": "Net profit margin as a percentage" }, "cost_of_goods_sold": { "type": "number", "description": "Cost of goods sold / direct costs" }, "operating_income": { "type": "number", "description": "Operating income / EBIT" }, "tax_amount": { "type": "number", "description": "Tax expense for the period" }, "year_over_year_growth_pct": { "type": "number", "description": "Revenue growth compared to previous year as percentage" } }, "required": ["total_revenue", "net_profit"] }

Copy// Paste this into the "System Prompt" field of the Information Extractor node You are an invoice processing specialist. Extract all line items from the provided invoice or receipt text. Rules: - Extract every distinct product/service line item - Calculate line_total as quantity * unit_price if not stated - Capture the invoice number and date if present - Use the currency shown on the document - If tax/SST is listed separately, capture it - Return amounts as numbers, not formatted strings - For the line items, please flatten the table within line items (e.g. if modifiers, add-ons, discounts, or sub-items exist, flatten them into individual rows rather than nesting them)

Copy{ "type": "object", "properties": { "invoice_number": { "type": "string", "description": "Invoice or receipt number" }, "invoice_date": { "type": "string", "description": "Invoice date in YYYY-MM-DD format" }, "vendor_name": { "type": "string", "description": "Name of the vendor or seller" }, "currency": { "type": "string", "description": "ISO currency code" }, "line_items": { "type": "array", "description": "List of products/services on the invoice", "items": { "type": "object", "properties": { "description": { "type": "string", "description": "Product or service name" }, "quantity": { "type": "number", "description": "Quantity purchased" }, "unit_price": { "type": "number", "description": "Price per unit" }, "line_total": { "type": "number", "description": "Total for this line item" } } } }, "subtotal": { "type": "number", "description": "Subtotal before tax" }, "tax_amount": { "type": "number", "description": "Tax / SST amount" }, "grand_total": { "type": "number", "description": "Grand total including tax" } }, "required": ["line_items", "grand_total"] }

Copy// Paste this into the "System Prompt" field of the Information Extractor node You are an invoice data extraction specialist working with multiple invoices in a single batch. Rules: - Process ALL invoices in the input, not just the first one - Extract every line item from every invoice - Flatten nested items: modifiers, add-ons, discounts, and sub-items should each become their own row - Include the invoice_number on each line item so rows can be traced back to their source document - Return amounts as numbers, not formatted strings - If a field is not found, return null - Dates should be in YYYY-MM-DD format

Copy{ "type": "object", "properties": { "invoices": { "type": "array", "description": "Array of all invoices processed", "items": { "type": "object", "properties": { "invoice_number": { "type": "string", "description": "Invoice or receipt number" }, "invoice_date": { "type": "string", "description": "Invoice date in YYYY-MM-DD format" }, "vendor_name": { "type": "string", "description": "Vendor or seller name" }, "currency": { "type": "string", "description": "ISO currency code" }, "line_items": { "type": "array", "description": "Flattened list of all line items including modifiers/add-ons as separate rows", "items": { "type": "object", "properties": { "item_type": { "type": "string", "enum": ["product", "service", "modifier", "addon", "discount"], "description": "Type of line item" }, "description": { "type": "string", "description": "Product, service, or modifier name" }, "parent_item": { "type": "string", "description": "Parent item name if this is a modifier/addon/discount, null otherwise" }, "quantity": { "type": "number", "description": "Quantity" }, "unit_price": { "type": "number", "description": "Price per unit" }, "line_total": { "type": "number", "description": "Total for this line" } } } }, "subtotal": { "type": "number", "description": "Subtotal before tax" }, "tax_amount": { "type": "number", "description": "Tax / SST amount" }, "grand_total": { "type": "number", "description": "Grand total including tax" } } } } }, "required": ["invoices"] }