Skip to content

invoice-collector

Search Gmail for business invoices, download PDF attachments, rename following accounting conventions, and upload to a Google Drive folder.

  • Area: Finance
  • Category: finance
  • Level: advanced
  • Input: data
  • Output: spreadsheet
  • Setup: api-key
  • Roles: Finance Manager

Collects supplier invoices from Gmail or a local Downloads folder, renames the PDFs to accounting conventions, uploads them to Google Drive, and reconciles them against…

How you ask

  • “Collect all invoices from Gmail for January 2026”
  • “Download and rename invoice PDFs from my inbox for accounting”
  • “Gather business invoices from the last quarter and upload to Drive”
  • “Here's my subscriptions sheet and the Visa statement — which Q3 invoices am I still missing?”
  • “Everything is in my downloads, classify them and put them on the Drive”

Inputs

  • request — What to produce
  • checklist — Expected-invoice checklist (spreadsheet or markdown table) listing the supplier charges that must have an invoice for the period
  • source-folder — Folder holding the downloaded PDFs; defaults to the user's Downloads folder
  • drive-folder — Destination Drive folder name or ID for the period
  • checklist — Expected-invoice checklist to update with the newly filed invoices

Outputs

  • Draft supplier-invoice note created per collected invoice (Step 8).
  • Filed/missing table plus exceptions, including the portal list when a checklist was supplied
  • Google Drive/{folder-name}/yyyymmdd_supplier_invoiceid.pdf
  • Per-file classification result, checklist rows closed, and unclassifiable files left in place
  • invoice-pdfs (pdf)
  • prefer a permanent directory)
  • supplier-aliases (markdown)
  • {scope.finance.accounting}/supplier_aliases.md
  • {scope.finance.ap-invoices}/SI-{YYYY}-{NNN}.md