Merge monthly financial PDFs into one report and alert your team

Collects every invoice and statement from Google Drive each month and merges them into one report, then alerts Slack.

How the work actually flows

It branches. Every path runs; runs once per one per file in folder.

Pattern: Multiple Instances with a priori Run-Time Knowledge (14) ยท Parallel Split (2)

flowchart TD trig(["end of each month"]):::trigtime s0[("scan drive folder")]:::store s1[["filter valid pdf files"]]:::mi s2["merge into finance report"]:::task trig --> s0 s0 -->|"one per one per file in folder"| s1 s1 --> s2 gx{"+ save and notify team"}:::gate s2 --> gx p00["save to drive"]:::task gx -->|"save report"| p00 p10["send slack alert"]:::task gx -->|"alert team"| p10 p00 --> out p10 --> out out[/"consolidated monthly finance report"/]:::out pay{{"hours saved compiling books manually"}}:::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 stepRuns once per itemA record or sheetEvery pathResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Knowledge Base & RAGMessaging & NotificationsDocument Processing & OCRReporting & AnalyticsFile & Cloud StorageFinance & Accounting
Connects
Google DriveSlack
Featured in

The problem it solves

At month end, your invoices, receipts, and statements are scattered across a folder in no particular order. Pulling them into one report for the accounting team means opening file after file and copying pieces together by hand.

Who it fits

Accounting teams or bookkeepers who close the books at the end of every month.

How it works

  1. At the end of each month, the system scans a designated Google Drive folder
  2. It checks that each file is a valid PDF and filters out anything else
  3. All the valid documents are gathered into one batch
  4. They're merged into a single, professionally named monthly finance pack
  5. The merged report is saved back to Google Drive and a Slack alert lets the team know it's ready
What you get

Months that close with one finished report

Every invoice and statement from the month gets pulled together into a single report, and your team is alerted in Slack the moment it's ready.

What you get

One consolidated monthly finance PDF, archived in Google Drive, with a Slack notification.

What you need

A Google Drive 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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