---
title: Bulk Invoice Downloader
subtitle: Download invoices from a customer portal, parse PDFs, and email a summary
slug: cookbooks/bulk-invoice-downloader
---

Automate invoice collection from any vendor portal. 

This cookbook creates a workflow that takes in a vendor portal URL, logs in using saved credentials, finds order history, filters by date and finally downloads and emails the invoices as PDFs.

---

## What you'll build

A workflow that:

1. Logs into a customer account portal
2. Navigates to order history and filters by date
3. Extracts order metadata from the page
4. Downloads invoice PDFs for each order
5. Parses invoice data from each PDF
6. Emails a summary with PDFs attached

---

## Prerequisites

- **Skyvern Cloud API key** — Get one at [app.skyvern.com/settings](https://app.skyvern.com/settings) → API Keys

Install the SDK:

<CodeGroup>
```bash Python
pip install skyvern
```

```bash TypeScript
npm install @skyvern/client
```
</CodeGroup>

Set your API key:

```bash
export SKYVERN_API_KEY="your-api-key"
```

---

## Sample Vendor Portal

We'll use *Ember Roasters*, a fake coffee retailer website created for agent automation testing. 
Change `portal_url` to use your vendor's portal URL.

| Field          | Value                        |
| -------------- | ---------------------------- |
| URL            | https://ember-roasters.vercel.app/ |
| Login email    | demo@manicule.dev            |
| Login password | helloworld              |


---

## Step 1: Store credentials

Before defining the workflow, store the login email and password Skyvern will use. This keeps secrets out of your workflow definition and away from LLMs.

<CodeGroup>
```python Python
import os
import asyncio
from skyvern import Skyvern

async def main():
    client = Skyvern(api_key=os.getenv("SKYVERN_API_KEY"))

    credential = await client.create_credential(
        name="Vendor Portal",
        credential_type="password",
        credential={
            "username": "demo@manicule.dev",
            "password": "helloworld"
        }
    )

    print(f"Credential ID: {credential.credential_id}")
    # Save this ID for your workflow: cred_xxx

asyncio.run(main())
```

```typescript TypeScript
import { SkyvernClient } from "@skyvern/client";

const client = new SkyvernClient({
  apiKey: process.env.SKYVERN_API_KEY,
});

const credential = await client.createCredential({
  name: "Vendor Portal",
  credential_type: "password",
  credential: {
    username: "demo@manicule.dev",
    password: "helloworld",
  },
});

console.log(`Credential ID: ${credential.credential_id}`);
```

```bash cURL
curl -X POST "https://api.skyvern.com/v1/credentials" \
  -H "x-api-key: $SKYVERN_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Vendor Portal",
    "credential_type": "password",
    "credential": {
      "username": "demo@manicule.dev",
      "password": "helloworld"
    }
  }'
```
</CodeGroup>

---

## Step 2: Define workflow parameters

Parameters are the inputs your workflow accepts. Defining them upfront lets you run the same workflow against different portals, date ranges, or recipients.

This workflow uses the following parameters:

- **`portal_url`** — The vendor portal's login URL.
- **`start_date` / `end_date`** — Date range for filtering invoices.
- **`recipient_email`** — Where to send the summary email.
- **`credentials`** — The ID of the stored credential to use for login.

**`smtp_host`, `smtp_port`, `smtp_username`, `smtp_password`** are SMTP configuration that Skyvern fills on its own. The `send_email` block requires these four parameters to connect to your mail server.

<CodeGroup>
```json JSON
{
  "parameters": [
    {
      "key": "portal_url",
      "parameter_type": "workflow",
      "workflow_parameter_type": "string"
    },
    {
      "key": "start_date",
      "parameter_type": "workflow",
      "workflow_parameter_type": "string"
    },
    {
      "key": "end_date",
      "parameter_type": "workflow",
      "workflow_parameter_type": "string"
    },
    {
      "key": "recipient_email",
      "parameter_type": "workflow",
      "workflow_parameter_type": "string"
    },
    {
      "key": "credentials",
      "parameter_type": "workflow",
      "workflow_parameter_type": "credential_id",
      "default_value": "your-credential-id"
    },
    {
      "key": "smtp_host",
      "parameter_type": "aws_secret",
      "aws_key": "SKYVERN_SMTP_HOST_AWS_SES"
    },
    {
      "key": "smtp_port",
      "parameter_type": "aws_secret",
      "aws_key": "SKYVERN_SMTP_PORT_AWS_SES"
    },
    {
      "key": "smtp_username",
      "parameter_type": "aws_secret",
      "aws_key": "SKYVERN_SMTP_USERNAME_SES"
    },
    {
      "key": "smtp_password",
      "parameter_type": "aws_secret",
      "aws_key": "SKYVERN_SMTP_PASSWORD_SES"
    }
  ]
}
```

```yaml YAML
parameters:
  - key: portal_url                      # <-- parameter name
    parameter_type: workflow             # <-- always set to "workflow"
    workflow_parameter_type: string      # <-- can be string, file_url, credential_id, etc
  - key: start_date
    parameter_type: workflow
    workflow_parameter_type: string
  - key: end_date
    parameter_type: workflow
    workflow_parameter_type: string
  - key: recipient_email
    parameter_type: workflow
    workflow_parameter_type: string
  - key: credentials
    parameter_type: workflow
    workflow_parameter_type: credential_id
    default_value: your-credential-id # <-- replace this
  - key: smtp_host
    parameter_type: aws_secret
    aws_key: SKYVERN_SMTP_HOST_AWS_SES
  - key: smtp_port
    parameter_type: aws_secret
    aws_key: SKYVERN_SMTP_PORT_AWS_SES
  - key: smtp_username
    parameter_type: aws_secret
    aws_key: SKYVERN_SMTP_USERNAME_SES
  - key: smtp_password
    parameter_type: aws_secret
    aws_key: SKYVERN_SMTP_PASSWORD_SES
```
</CodeGroup>

---

## Step 3: Create the workflow definition

The workflow chains together several blocks to automate the full invoice collection process:

1. **Login block** — Authenticates to the vendor portal using stored credentials
2. **Navigation block** — Navigates to order history and applies date filters
3. **Extraction block** — Extracts order metadata from the filtered results
4. **For loop + File download** — Iterates over each order and downloads its invoice PDF
5. **For loop + File parser** — Parses each downloaded PDF to extract structured data
6. **Send email** — Sends a summary with PDFs attached to the recipient

We will add these blocks one by one in the **workflow definition**, a YAML/JSON file that contains the complete description of your workflow logic

### Workflow Definition format

<CodeGroup>
```json JSON
{
  "title": "Bulk Invoice Downloader",
  "description": "Download invoices from vendor portals, parse PDFs to extract amounts, and email a summary with attachments.",
  "proxy_location": "RESIDENTIAL",
  "workflow_definition": {
    "version": 1,
    "parameters": [],
    "blocks": []
  }
}
```

```yaml YAML
title: Bulk Invoice Downloader
description: "Download invoices from vendor portals, parse PDFs to extract amounts, and email a summary with attachments."
proxy_location: RESIDENTIAL       # <-- defaults to RESIDENTIAL
workflow_definition:
  version: 1                      # <-- auto-increments when you make changes
  parameters:
    ...                           # <-- defined in Step 2

  blocks:
    ...                           # <-- defined one by one in the next steps
```
</CodeGroup>

### Login block

The `login` block authenticates using stored credentials. Skyvern injects the username/password directly into form fields without exposing them to the LLM.

<CodeGroup>
```json JSON
{
  "block_type": "login",
  "label": "login_block",
  "url": "{{portal_url}}",
  "title": "login_block",
  "parameter_keys": ["credentials"],
  "navigation_goal": "Log in using the provided credentials.\nHandle any cookie consent popups.\nCOMPLETE when on the account dashboard or orders page.",
  "error_code_mapping": {
    "INVALID_CREDENTIALS": "Login failed - incorrect email or password",
    "ACCOUNT_LOCKED": "Account has been locked or suspended"
  },
  "max_retries": 0,
  "engine": "skyvern-1.0"
}
```

```yaml YAML
- block_type: login
  label: login_block
  url: "{{portal_url}}"
  title: login_block
  parameter_keys:
    - credentials
  navigation_goal: |
    Log in using the provided credentials.
    Handle any cookie consent popups.
    COMPLETE when on the account dashboard or orders page.
  error_code_mapping:
    INVALID_CREDENTIALS: Login failed - incorrect email or password
    ACCOUNT_LOCKED: Account has been locked or suspended
  max_retries: 0
  engine: skyvern-1.0
```
</CodeGroup>

**Why `error_code_mapping`?** It surfaces specific failures in your workflow output, so you can handle "wrong password" differently from "account locked."

### Navigation block

Navigate to the orders page and apply the date filter.

<CodeGroup>
```json JSON
{
  "block_type": "navigation",
  "label": "nav_block",
  "url": "",
  "title": "nav_block",
  "engine": "skyvern-1.0",
  "parameter_keys": ["start_date", "end_date"],
  "navigation_goal": "Navigate to Order History or My Orders.\nFilter orders between {{ start_date }} and {{ end_date }}.\nClick the Filter button.\nCOMPLETE when filtered results are visible.",
  "max_retries": 0
}
```

```yaml YAML
- block_type: navigation
  label: nav_block
  url: ""
  title: nav_block
  engine: skyvern-1.0
  parameter_keys:
    - start_date
    - end_date
  navigation_goal: |
    Navigate to Order History or My Orders.
    Filter orders between {{ start_date }} and {{ end_date }}.
    Click the Filter button.
    COMPLETE when filtered results are visible.
  max_retries: 0
```
</CodeGroup>

### Extraction block

Extract order metadata from the filtered results. The `data_schema` tells Skyvern exactly what structure to return.

<CodeGroup>
```json JSON
{
  "block_type": "extraction",
  "label": "data_extraction_block",
  "url": "",
  "title": "data_extraction_block",
  "data_extraction_goal": "Extract all visible orders: order ID, date, total amount, and status.",
  "data_schema": {
    "orders": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "order_id": {
            "type": "string",
            "description": "Unique identifier for the order"
          },
          "date": {
            "type": "string",
            "description": "Date when the order was placed"
          },
          "total": {
            "type": "number",
            "description": "Total amount for the order"
          },
          "status": {
            "type": "string",
            "description": "Current status of the order"
          }
        },
        "required": ["order_id", "date", "total", "status"]
      }
    }
  },
  "max_retries": 0,
  "engine": "skyvern-1.0"
}
```

```yaml YAML
- block_type: extraction
  label: data_extraction_block
  url: ""
  title: data_extraction_block
  data_extraction_goal: "Extract all visible orders: order ID, date, total amount, and status."
  data_schema:
    orders:
      type: array
      items:
        type: object
        properties:
          order_id:
            type: string
            description: Unique identifier for the order
          date:
            type: string
            description: Date when the order was placed
          total:
            type: number
            description: Total amount for the order
          status:
            type: string
            description: Current status of the order
        required:
          - order_id
          - date
          - total
          - status
  max_retries: 0
  engine: skyvern-1.0
```
</CodeGroup>

The output is accessible as `{{ data_extraction_block_output.orders }}` in subsequent blocks.

### Download invoices block

Iterate over each order and click its "Download Invoice" button. `continue_on_failure: true` ensures one failed download doesn't stop the entire workflow.

<CodeGroup>
```json JSON
{
  "block_type": "for_loop",
  "label": "for_1_block",
  "loop_variable_reference": "{{data_extraction_block_output.orders}}",
  "continue_on_failure": true,
  "next_loop_on_failure": true,
  "complete_if_empty": true,
  "loop_blocks": [
    {
      "block_type": "file_download",
      "label": "inv_download_block",
      "url": "",
      "title": "inv_download_block",
      "navigation_goal": "Find order {{ current_value.order_id }}.\nClick Download Invoice.\nCOMPLETE when the PDF download starts.",
      "download_suffix": "invoice_{{ current_value.order_id }}.pdf",
      "max_retries": 0,
      "engine": "skyvern-1.0"
    }
  ]
}
```

```yaml YAML
- block_type: for_loop
  label: for_1_block
  loop_variable_reference: "{{data_extraction_block_output.orders}}"
  continue_on_failure: true
  next_loop_on_failure: true
  complete_if_empty: true
  loop_blocks:
    - block_type: file_download
      label: inv_download_block
      url: ""
      title: inv_download_block
      navigation_goal: |
        Find order {{ current_value.order_id }}.
        Click Download Invoice.
        COMPLETE when the PDF download starts.
      download_suffix: invoice_{{ current_value.order_id }}.pdf
      max_retries: 0
      engine: skyvern-1.0
```
</CodeGroup>

**Key pattern:** Inside a loop, `{{ current_value }}` gives you the current item being iterated over.

### Parse invoices block

Use `file_url_parser` to extract structured data from each downloaded PDF.

<CodeGroup>
```json JSON
{
  "block_type": "for_loop",
  "label": "for_2_block",
  "loop_variable_reference": "{{data_extraction_block_output.orders}}",
  "continue_on_failure": true,
  "next_loop_on_failure": true,
  "complete_if_empty": true,
  "loop_blocks": [
    {
      "block_type": "file_url_parser",
      "label": "parse_block",
      "file_url": "SKYVERN_DOWNLOAD_DIRECTORY/invoice_{{ current_value.order_id }}.pdf",
      "file_type": "pdf",
      "json_schema": {
        "type": "object",
        "properties": {
          "invoice_id": {
            "type": "string",
            "description": "Unique identifier for the invoice"
          },
          "amount": {
            "type": "number",
            "description": "Total amount of the invoice"
          },
          "date": {
            "type": "string",
            "description": "Date of the invoice, typically in YYYY-MM-DD format"
          }
        },
        "required": ["invoice_id", "amount", "date"]
      }
    }
  ]
}
```

```yaml YAML
- block_type: for_loop
  label: for_2_block
  loop_variable_reference: "{{data_extraction_block_output.orders}}"
  continue_on_failure: true
  next_loop_on_failure: true
  complete_if_empty: true
  loop_blocks:
    - block_type: file_url_parser
      label: parse_block
      file_url: SKYVERN_DOWNLOAD_DIRECTORY/invoice_{{ current_value.order_id }}.pdf
      file_type: pdf
      json_schema:
        type: object
        properties:
          invoice_id:
            type: string
            description: Unique identifier for the invoice
          amount:
            type: number
            description: Total amount of the invoice
          date:
            type: string
            description: Date of the invoice, typically in YYYY-MM-DD format
        required:
          - invoice_id
          - amount
          - date
```
</CodeGroup>

The output is accessible as `{{ for_2_block_output }}` in subsequent blocks.

### Email block

Send a summary email with PDFs attached.

<CodeGroup>
```json JSON
{
  "block_type": "send_email",
  "label": "email_block",
  "smtp_host_secret_parameter_key": "smtp_host",
  "smtp_port_secret_parameter_key": "smtp_port",
  "smtp_username_secret_parameter_key": "smtp_username",
  "smtp_password_secret_parameter_key": "smtp_password",
  "sender": "hello@skyvern.com",
  "recipients": ["{{recipient_email}}"],
  "subject": "Ember Roasters Invoices from {{start_date}} to {{end_date}}",
  "body": "{{for_2_block_output}}",
  "file_attachments": ["SKYVERN_DOWNLOAD_DIRECTORY"]
}
```

```yaml YAML
- block_type: send_email
  label: email_block
  smtp_host_secret_parameter_key: smtp_host
  smtp_port_secret_parameter_key: smtp_port
  smtp_username_secret_parameter_key: smtp_username
  smtp_password_secret_parameter_key: smtp_password
  sender: hello@skyvern.com
  recipients:
    - "{{recipient_email}}"
  subject: "Ember Roasters Invoices from {{start_date}} to {{end_date}}"
  body: "{{for_2_block_output}}"
  file_attachments:
    - SKYVERN_DOWNLOAD_DIRECTORY
```
</CodeGroup>

### Complete workflow definition

Save this complete definition to `invoice-workflow.yaml` (or `.json`) before running.


<Accordion title="Complete workflow definition">
<CodeGroup>
```json JSON
{
  "title": "Bulk Invoice Downloader",
  "description": "Download invoices from vendor portals, parse PDFs to extract amounts, and email a summary with attachments.",
  "proxy_location": "RESIDENTIAL",
  "webhook_callback_url": "",
  "persist_browser_session": false,
  "workflow_definition": {
    "version": 1,
    "parameters": [
      { "key": "portal_url", "parameter_type": "workflow", "workflow_parameter_type": "string" },
      { "key": "start_date", "parameter_type": "workflow", "workflow_parameter_type": "string" },
      { "key": "end_date", "parameter_type": "workflow", "workflow_parameter_type": "string" },
      { "key": "recipient_email", "parameter_type": "workflow", "workflow_parameter_type": "string" },
      { "key": "credentials", "parameter_type": "workflow", "workflow_parameter_type": "credential_id", "default_value": "your-credential-id" },
      { "key": "smtp_host", "parameter_type": "aws_secret", "aws_key": "SKYVERN_SMTP_HOST_AWS_SES" },
      { "key": "smtp_port", "parameter_type": "aws_secret", "aws_key": "SKYVERN_SMTP_PORT_AWS_SES" },
      { "key": "smtp_username", "parameter_type": "aws_secret", "aws_key": "SKYVERN_SMTP_USERNAME_SES" },
      { "key": "smtp_password", "parameter_type": "aws_secret", "aws_key": "SKYVERN_SMTP_PASSWORD_SES" }
    ],
    "blocks": [
      {
        "block_type": "login",
        "label": "login_block",
        "url": "{{portal_url}}",
        "title": "login_block",
        "parameter_keys": ["credentials"],
        "navigation_goal": "Log in using the provided credentials.\nHandle any cookie consent popups.\nCOMPLETE when on the account dashboard or orders page.",
        "error_code_mapping": {
          "INVALID_CREDENTIALS": "Login failed - incorrect email or password",
          "ACCOUNT_LOCKED": "Account has been locked or suspended"
        },
        "max_retries": 0,
        "engine": "skyvern-1.0"
      },
      {
        "block_type": "navigation",
        "label": "nav_block",
        "url": "",
        "title": "nav_block",
        "engine": "skyvern-1.0",
        "parameter_keys": ["start_date", "end_date"],
        "navigation_goal": "Navigate to Order History or My Orders.\nFilter orders between {{ start_date }} and {{ end_date }}.\nClick the Filter button.\nCOMPLETE when filtered results are visible.",
        "max_retries": 0
      },
      {
        "block_type": "extraction",
        "label": "data_extraction_block",
        "url": "",
        "title": "data_extraction_block",
        "data_extraction_goal": "Extract all visible orders: order ID, date, total amount, and status.",
        "data_schema": {
          "orders": {
            "type": "array",
            "items": {
              "type": "object",
              "properties": {
                "order_id": { "type": "string", "description": "Unique identifier for the order" },
                "date": { "type": "string", "description": "Date when the order was placed" },
                "total": { "type": "number", "description": "Total amount for the order" },
                "status": { "type": "string", "description": "Current status of the order" }
              },
              "required": ["order_id", "date", "total", "status"]
            }
          }
        },
        "max_retries": 0,
        "engine": "skyvern-1.0"
      },
      {
        "block_type": "for_loop",
        "label": "for_1_block",
        "loop_variable_reference": "{{data_extraction_block_output.orders}}",
        "continue_on_failure": true,
        "next_loop_on_failure": true,
        "complete_if_empty": true,
        "loop_blocks": [
          {
            "block_type": "file_download",
            "label": "inv_download_block",
            "url": "",
            "title": "inv_download_block",
            "navigation_goal": "Find order {{ current_value.order_id }}.\nClick Download Invoice.\nCOMPLETE when the PDF download starts.",
            "download_suffix": "invoice_{{ current_value.order_id }}.pdf",
            "max_retries": 0,
            "engine": "skyvern-1.0"
          }
        ]
      },
      {
        "block_type": "for_loop",
        "label": "for_2_block",
        "loop_variable_reference": "{{data_extraction_block_output.orders}}",
        "continue_on_failure": true,
        "next_loop_on_failure": true,
        "complete_if_empty": true,
        "loop_blocks": [
          {
            "block_type": "file_url_parser",
            "label": "parse_block",
            "file_url": "SKYVERN_DOWNLOAD_DIRECTORY/invoice_{{ current_value.order_id }}.pdf",
            "file_type": "pdf",
            "json_schema": {
              "type": "object",
              "properties": {
                "invoice_id": { "type": "string", "description": "Unique identifier for the invoice" },
                "amount": { "type": "number", "description": "Total amount of the invoice" },
                "date": { "type": "string", "description": "Date of the invoice, typically in YYYY-MM-DD format" }
              },
              "required": ["invoice_id", "amount", "date"]
            }
          }
        ]
      },
      {
        "block_type": "send_email",
        "label": "email_block",
        "smtp_host_secret_parameter_key": "smtp_host",
        "smtp_port_secret_parameter_key": "smtp_port",
        "smtp_username_secret_parameter_key": "smtp_username",
        "smtp_password_secret_parameter_key": "smtp_password",
        "sender": "hello@skyvern.com",
        "recipients": ["{{recipient_email}}"],
        "subject": "Ember Roasters Invoices from {{start_date}} to {{end_date}}",
        "body": "{{for_2_block_output}}",
        "file_attachments": ["SKYVERN_DOWNLOAD_DIRECTORY"]
      }
    ]
  }
}
```
```yaml YAML
title: Bulk Invoice Downloader
description: "Download invoices from vendor portals, parse PDFs to extract amounts, and email a summary with attachments."
proxy_location: RESIDENTIAL
webhook_callback_url: ""
persist_browser_session: false
workflow_definition:
  version: 1
  parameters:
    - key: portal_url
      parameter_type: workflow
      workflow_parameter_type: string
    - key: start_date
      parameter_type: workflow
      workflow_parameter_type: string
    - key: end_date
      parameter_type: workflow
      workflow_parameter_type: string
    - key: recipient_email
      parameter_type: workflow
      workflow_parameter_type: string
    - key: credentials
      parameter_type: workflow
      workflow_parameter_type: credential_id
      default_value: your-credential-id # <-- replace this
    - key: smtp_host
      parameter_type: aws_secret
      aws_key: SKYVERN_SMTP_HOST_AWS_SES
    - key: smtp_port
      parameter_type: aws_secret
      aws_key: SKYVERN_SMTP_PORT_AWS_SES
    - key: smtp_username
      parameter_type: aws_secret
      aws_key: SKYVERN_SMTP_USERNAME_SES
    - key: smtp_password
      parameter_type: aws_secret
      aws_key: SKYVERN_SMTP_PASSWORD_SES

  blocks:
    - block_type: login
      label: login_block
      url: "{{portal_url}}"
      title: login_block
      parameter_keys:
        - credentials
      navigation_goal: |
        Log in using the provided credentials.
        Handle any cookie consent popups.
        COMPLETE when on the account dashboard or orders page.
      error_code_mapping:
        INVALID_CREDENTIALS: Login failed - incorrect email or password
        ACCOUNT_LOCKED: Account has been locked or suspended
      max_retries: 0
      engine: skyvern-1.0

    - block_type: navigation
      label: nav_block
      url: ""
      title: nav_block
      engine: skyvern-1.0
      parameter_keys:
        - start_date
        - end_date
      navigation_goal: |
        Navigate to Order History or My Orders.
        Filter orders between {{ start_date }} and {{ end_date }}.
        Click the Filter button.
        COMPLETE when filtered results are visible.
      max_retries: 0

    - block_type: extraction
      label: data_extraction_block
      url: ""
      title: data_extraction_block
      data_extraction_goal: "Extract all visible orders: order ID, date, total amount, and status."
      data_schema:
        orders:
          type: array
          items:
            type: object
            properties:
              order_id:
                type: string
                description: Unique identifier for the order
              date:
                type: string
                description: Date when the order was placed
              total:
                type: number
                description: Total amount for the order
              status:
                type: string
                description: Current status of the order
            required:
              - order_id
              - date
              - total
              - status
      max_retries: 0
      engine: skyvern-1.0

    - block_type: for_loop
      label: for_1_block
      loop_variable_reference: "{{data_extraction_block_output.orders}}"
      continue_on_failure: true
      next_loop_on_failure: true
      complete_if_empty: true
      loop_blocks:
        - block_type: file_download
          label: inv_download_block
          url: ""
          title: inv_download_block
          navigation_goal: |
            Find order {{ current_value.order_id }}.
            Click Download Invoice.
            COMPLETE when the PDF download starts.
          download_suffix: invoice_{{ current_value.order_id }}.pdf
          max_retries: 0
          engine: skyvern-1.0

    - block_type: for_loop
      label: for_2_block
      loop_variable_reference: "{{data_extraction_block_output.orders}}"
      continue_on_failure: true
      next_loop_on_failure: true
      complete_if_empty: true
      loop_blocks:
        - block_type: file_url_parser
          label: parse_block
          file_url: SKYVERN_DOWNLOAD_DIRECTORY/invoice_{{ current_value.order_id }}.pdf
          file_type: pdf
          json_schema:
            type: object
            properties:
              invoice_id:
                type: string
                description: Unique identifier for the invoice
              amount:
                type: number
                description: Total amount of the invoice
              date:
                type: string
                description: Date of the invoice, typically in YYYY-MM-DD format
            required:
              - invoice_id
              - amount
              - date

    - block_type: send_email
      label: email_block
      smtp_host_secret_parameter_key: smtp_host
      smtp_port_secret_parameter_key: smtp_port
      smtp_username_secret_parameter_key: smtp_username
      smtp_password_secret_parameter_key: smtp_password
      sender: hello@skyvern.com
      recipients:
        - "{{recipient_email}}"
      subject: "Ember Roasters Invoices from {{start_date}} to {{end_date}}"
      body: "{{for_2_block_output}}"
      file_attachments:
        - SKYVERN_DOWNLOAD_DIRECTORY
```
</CodeGroup>
</Accordion>

---

## Step 4: Run the workflow

Create the workflow from your definition file and execute it using the SDK.

<CodeGroup>
```python Python
import os
import asyncio
from skyvern import Skyvern

async def main():
    client = Skyvern(api_key=os.getenv("SKYVERN_API_KEY"))

    # Create workflow from YAML file
    workflow = await client.create_workflow(
        yaml_definition=open("invoice-workflow.yaml").read()
    )
    print(f"Created workflow: {workflow.workflow_permanent_id}")

    # Run the workflow
    run = await client.run_workflow(
        workflow_id=workflow.workflow_permanent_id,
        parameters={
            "portal_url": "https://ember-roasters.vercel.app",
            "start_date": "2025-01-01",
            "end_date": "2025-01-31",
            "recipient_email": "your-email@company.com"  # <-- replace this
        }
    )
    print(f"Started run: {run.run_id}")

    # Poll for completion
    while True:
        result = await client.get_run(run.run_id)
        if result.status in ["completed", "failed", "terminated"]:
            break
        print(f"Status: {result.status}")
        await asyncio.sleep(10)

    print(f"Final status: {result.status}")
    if result.status == "completed":
        print("Invoices downloaded and email sent successfully")

asyncio.run(main())
```

```typescript TypeScript
import { SkyvernClient } from "@skyvern/client";
import * as fs from "fs";

async function main() {
  const client = new SkyvernClient({
    apiKey: process.env.SKYVERN_API_KEY,
  });

  // Create workflow from YAML file
  const workflow = await client.createWorkflow({
    body: {
      yaml_definition: fs.readFileSync("invoice-workflow.yaml", "utf-8"),
    },
  });
  console.log(`Created workflow: ${workflow.workflow_permanent_id}`);

  // Run the workflow
  const run = await client.runWorkflow({
    body: {
      workflow_id: workflow.workflow_permanent_id,
      parameters: {
        portal_url: "https://ember-roasters.vercel.app",
        start_date: "2025-01-01",
        end_date: "2025-01-31",
        recipient_email: "your-email@company.com", // <-- replace this
      },
    },
  });
  console.log(`Started run: ${run.run_id}`);

  // Poll for completion
  while (true) {
    const result = await client.getRun(run.run_id);
    if (["completed", "failed", "terminated"].includes(result.status)) {
      console.log(`Final status: ${result.status}`);
      if (result.status === "completed") {
        console.log("Invoices downloaded and email sent successfully");
      }
      break;
    }
    console.log(`Status: ${result.status}`);
    await new Promise((r) => setTimeout(r, 10000));
  }
}

main();
```

```bash cURL
# Create workflow
WORKFLOW=$(curl -s -X POST "https://api.skyvern.com/v1/workflows" \
  -H "x-api-key: $SKYVERN_API_KEY" \
  -H "Content-Type: application/json" \
  -d "{\"yaml_definition\": $(cat invoice-workflow.yaml | jq -Rs .)}")

WORKFLOW_ID=$(echo "$WORKFLOW" | jq -r '.workflow_permanent_id')
echo "Created workflow: $WORKFLOW_ID"

# Run workflow (replace parameter values below)
RUN=$(curl -s -X POST "https://api.skyvern.com/v1/run/workflows" \
  -H "x-api-key: $SKYVERN_API_KEY" \
  -H "Content-Type: application/json" \
  -d "{
    \"workflow_id\": \"$WORKFLOW_ID\",
    \"parameters\": {
      \"portal_url\": \"https://ember-roasters.vercel.app\",
      \"start_date\": \"2025-01-01\",
      \"end_date\": \"2025-01-31\",
      \"recipient_email\": \"your-email@company.com\"
    }
  }")

RUN_ID=$(echo "$RUN" | jq -r '.run_id')
echo "Started run: $RUN_ID"

# Poll for completion
while true; do
  RESULT=$(curl -s "https://api.skyvern.com/v1/runs/$RUN_ID" \
    -H "x-api-key: $SKYVERN_API_KEY")
  STATUS=$(echo "$RESULT" | jq -r '.status')
  echo "Status: $STATUS"

  if [[ "$STATUS" == "completed" || "$STATUS" == "failed" || "$STATUS" == "terminated" ]]; then
    echo "Workflow finished with status: $STATUS"
    break
  fi
  sleep 10
done
```
</CodeGroup>

---

## Resources

<CardGroup cols={2}>
  <Card title="Workflow Blocks Reference" icon="cube" href="/multi-step-automations/workflow-blocks-reference">
    Complete parameter reference for all block types
  </Card>
  <Card title="Credential Management" icon="key" href="/sdk-reference/credentials">
    Securely store and use login credentials
  </Card>
  <Card title="File Operations" icon="file" href="/multi-step-automations/file-operations">
    Download, parse, and upload files in workflows
  </Card>
  <Card title="Error Handling" icon="triangle-exclamation" href="/going-to-production/error-handling">
    Handle failures and retries in production
  </Card>
</CardGroup>