Sort invoices and receipts into Google Drive folders automatically

Watches your inbox for labeled emails and files each attachment into the right company folder in Drive.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"labeled email with attachment received"]:::trig s0["check sender against approved list"]:::task s1["find or create company folder"]:::task s2[("save attachment with timestamp")]:::store s3[("log result in spreadsheet")]:::store trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"attachment filed and logged automatically"/]:::out pay{{"documents organized without manual sorting"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Email AutomationSpreadsheet & Database OpsFile & Cloud StorageFinance & Accounting
Connects
GmailGoogle DriveGoogle Sheets
Featured in

The problem it solves

Invoices, receipts, and client files land in your inbox all day, and someone has to open each one, figure out which company it belongs to, and drag it into the right folder. Miss a step and files pile up unsorted or get lost, which is a headache at tax time or when a client asks for a document.

Who it fits

Small businesses or bookkeeping teams that receive invoices or client documents by email.

How it works

  1. Watches Gmail for emails labeled as having an attachment
  2. Checks the sender's email against an approved list of companies
  3. Creates or finds that company's folder in Google Drive
  4. Saves the attachment there with a timestamp so nothing gets overwritten
  5. Logs the result in Google Sheets so you can see what was filed
What you get

Receipts filed without a second look

Every invoice and receipt that lands in your inbox gets filed straight into the right Drive folder, so your records stay organized automatically.

What you get

Attachments automatically filed into the correct company folder in Google Drive, with a log of what was saved.

What you need

A Gmail account, a Google Drive account, and a Google Sheets account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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