Automatically email payment receipts and log every invoice

Pulls paid invoices from Stripe, emails customers a receipt, and files the PDF and record for your books.

How the work actually flows

It branches. Every path runs; runs once per each new paid invoice.

Pattern: Multiple Instances without Synchronization (12) ยท Parallel Split (2)

flowchart TD trig(["scheduled check for paid invoices"]):::trigtime s0[["download invoice PDF"]]:::mi s1["email receipt to customer"]:::task s2[("save PDF to Drive")]:::store s3[("log invoice in sheet")]:::store trig --> s0 s0 --> s1 s2 --> s3 gx{"+ where to file the invoice"}:::gate s1 --> gx p00["save PDF to Drive"]:::task gx -->|"archive copy"| p00 p10["log invoice in sheet"]:::task gx -->|"update ledger"| p10 p00 --> s2 p10 --> s2 out[/"receipt sent and invoice logged"/]:::out pay{{"saves bookkeeping time"}}:::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 stepRuns once per itemA record or sheetEvery pathResultPayoff
Build size
Advanced

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

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

The problem it solves

Chasing down invoices to send receipts and keep your books current takes time you don't have. Missed or duplicate receipts make customers question your professionalism, and a messy paper trail makes tax season painful.

Who it fits

Small business owners and finance teams who use Stripe to accept payments.

How it works

  1. Runs on a schedule and checks Stripe for recent paid invoices
  2. Skips any invoice that's already been sent a receipt
  3. Downloads the invoice PDF from Stripe
  4. Emails the customer a receipt with the PDF attached
  5. Saves the PDF to Google Drive and logs the details in a Google Sheet
What you get

Customers who get a receipt without asking

Every paid invoice triggers a receipt email to your customer, with the PDF and record filed for your books automatically.

What you get

A sent receipt email, an archived PDF in Google Drive, and an updated ledger row in Google Sheets.

What you need

A Stripe account, a Gmail account, and a Google Workspace account with Drive and Sheets.

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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