Twill Brain

KPI Sync

2 min read

KPI Sync

Date: 2025-07-15 · Duration: 92.2300033569336 min Organizer: Nader Attendees: Ahmad, Mike, Nader, Martin

Summary

  • Ahmadreza reported mixed progress on the PDF data extraction system; successful with text-based documents, but challenges with image-based PDFs remain a concern.
  • The webhook system efficiently processes text-based PDFs, extracting structured JSON output from financial statements with more data than initially required.
  • External PDF-to-image converters raise security risks for handling sensitive financial documents; team agrees on using a front-end solution as a safer alternative.
  • Enhanced data extraction requirements now include authorization fees and discount rates, alongside a structured output designed using JSON schema.
  • Pricing model differentiation is crucial; team needs to identify if rates are flat, interchange plus, or tiered for distinct billing approaches.
  • Statement analysis revealed variations in data presentation across processors (Luqra, Pursuit, EMS), necessitating flexible parsing solutions for accurate comparison.
  • The team discusses creating downloadable PDF reports that include effective rate calculations and comprehensive fee breakdowns, simplifying template requirements.
  • OpenAI integration functions for both text and image analysis, but distinct agent configurations are necessary; image processing demands careful handling of inputs.
  • A fallback system for manual review notifications is proposed for handling error scenarios with image-based PDFs.
  • The next team sync is rescheduled to 8:30 AM PST to accommodate member availability, and systematic testing of all sample statements is planned for accuracy verification.

Action Items

  • Ahmadreza Abdoli Test PDF processing workflow with image-based documents to identify specific technical challenges (38:47) Remove debug nodes from N8N workflow to clean up the processing pipeline (29:28) Implement enhanced data extraction for authorization fees, discount rates, and monthly fees (26:02)

Nader Atrchin Spend limited time attempting to resolve image processing challenges in N8N (01:29:25) Move tomorrow’s team sync meeting to 8:30 AM PST to accommodate Alexander’s schedule (01:30:46)

Martin Elias Costa Document enhanced data extraction requirements on Slack channel for team reference (01:26:37) Systematically test all sample statements through N8N workflow to verify output accuracy (01:26:25) Explore front-end PDF conversion solution using JavaScript libraries if N8N image processing fails (30:19)

Unassigned Implement manual review notification system for image-based PDFs as fallback solution (01:28:51) Create PDF proposal templates with structured data fields for different pricing models (37:56)

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