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Runnable workflow template

WhatsApp Quotes to Excel

Turn unstructured supplier messages into comparable quote rows with source links, validation, and review thresholds.

Workflow sequence

  1. 01Receive message and attachments
  2. 02Deduplicate by message ID
  3. 03Extract supplier and line items
  4. 04Validate totals and currency
  5. 05Request review when uncertain
  6. 06Write rows with source links

Sequence definition

Use this definition as a starting point. Replace handlers with your HTTP workers, validate provider responses, and add credentials through the credential store rather than embedding secrets.

{
  "id": "whatsapp_quotes_to_excel_v1",
  "blocks": [
    { "id": "dedupe", "type": "step", "handler": "deduplicate_message" },
    { "id": "extract", "type": "step", "handler": "extract_quote" },
    { "id": "validate", "type": "step", "handler": "validate_quote_totals" },
    { "id": "confidence_gate", "type": "router", "routes": [{ "condition": "steps.extract.output.confidence < 0.9", "blocks": [{ "id": "review", "type": "human_review", "timeout": "P1D" }] }] },
    { "id": "write", "type": "step", "handler": "append_excel_rows", "idempotency_key": "{{context.message_id}}" }
  ]
}

Production controls to keep

Stable idempotency keys around external writes

Explicit validation before the success state

Bounded retries with provider-aware backoff

Searchable source and destination identifiers

A named owner for exhausted retries

A replay test using duplicate input

Run this workflow

Install Orch8, connect the handlers, then test duplicate delivery and worker interruption before production.

Open the quickstart