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futureagent

AutomationAutomation

Incoming invoice filing

The agent spots invoices landing in your inbox (PDF attachments), renames them cleanly (date, supplier, amount), files them in Google Drive by month and keeps a summary sheet up to date for your accountant.

Use this template

€9 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

Weekdays at 6 pm

  1. 1Spot. Find emails with an invoice attached.
  2. 2Read. Pick up the date, supplier and amount.
  3. 3File. Rename and file in the month's folder.
  4. 4Summarize. Add a row to the sheet.

Sample deliverable

4 invoices filed today (Invoices / October folder)

  • 2026-10-21OVHcloud€23.99.pdf
  • 2026-10-21Free-Pro€39.99.pdf
  • 2026-10-21Metro€412.60.pdf
  • 2026-10-21Canva€11.99.pdf
  • Excel: Summary of the month's invoices

Connectors

  • GmailGmail: spot incoming invoices
  • Google DriveGoogle Drive: file the PDFs by month
  • Google SheetsGoogle Sheets: keep the summary up to date

Already set up for you

File names
Date_Supplier_Amount.pdf
Folders
One per month

What you'll be asked

  • Which Drive folder should invoices go in?

Who it's for

About 22 runs a month, standard business logic and 6 actions per run (generated files): Essential tier.

Learn more

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