Sort incoming invoices, contracts, and purchase orders automatically

Reads email attachments, identifies invoices, contracts, or purchase orders, and files and routes each one correctly.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"email attachment arrives"]:::trig s0["classify document type"]:::task s1["extract key details"]:::task s2[("save file to drive")]:::store trig --> s0 s0 --> s1 s1 --> s2 gx{"× what type of document is it"}:::gate s2 --> gx p00["update finance spreadsheet"]:::task gx -->|"invoice"| p00 p10["send slack alert"]:::task gx -->|"contract"| p10 p20["send slack alert"]:::task gx -->|"purchase order"| p20 p00 --> out p10 --> out p20 --> out out[/"document filed and routed correctly"/]:::out pay{{"no missed invoices or contracts"}}:::pay 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 sheetOne path onlyResultPayoff

Build size

Advanced

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

Business functions

Email AutomationMessaging & NotificationsSpreadsheet & Database OpsFile & Cloud StorageFinance & Accounting

Connects

GmailGoogle DriveGoogle SheetsSlack

Featured in

Construction contractors and trades Franchise operators

The problem it solves

Business documents land in your inbox constantly, and someone has to open each one, figure out what it is, and get it to the right place. Miss an invoice and a bill goes unpaid; miss a contract and nobody signs off on it.

Who it fits

A finance or operations team that receives invoices, contracts, and purchase orders by email.

How it works

An email with an attachment arrives in Gmail
AI reads the document and classifies it as an invoice, contract, or purchase order
A second pass pulls out the key details specific to that document type
The file is saved to Google Drive
Invoices update a finance spreadsheet; contracts and purchase orders trigger a Slack alert

Quick estimate

What it is worth to you

Your numbers, your hourly cost. We add nothing hidden.

Invoices, contracts, and POs you receive by email per week

per week

Minutes to open, identify, and file each document

minutes

Loaded hourly cost of the person doing this

$ per hour

0Hours freed per month

0Value per year at your hourly cost

Assumes every document currently requires manual identification and filing and that freed hours are put to other work.

What you get

A saved, correctly filed document, plus an updated spreadsheet or a Slack alert depending on the type.

What you need

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

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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