Automation
Incoming invoice filing
Every invoice you receive by email filed in Google Drive, sorted by month and supplier.
€9 per monthWeekdays at 6 pm
AutomationAutomation
Attachment archiving
For every client email with an attachment, the agent identifies the client, saves the file in their Dropbox folder (creating it if needed) and sends you a summary every evening.
Use this template
€9 per month, estimatedPrice confirmed before launch
What the agent does
Weekdays at 7 pm
- 1Spot. Client emails with an attachment.
- 2Identify. Find the client and their folder.
- 3Archive. Save the file in the right place.
Sample deliverable
7 files archived today
- Clients / Garnier: kitchen-plan-v3.pdf, site-photos.zip
- Clients / Hôtel des Lices: website-brief.docx
- Clients / Lemoine Bakery: company-registration.pdf
- Message: Summary of archived files
Connectors
Gmail: read emails with attachments
Dropbox: file documents by client
Already set up for you
- Root folder
- Clients
- New clients
- Folder created automatically
What you'll be asked
- What is your clients folder on Dropbox?
Who it's for
About 22 runs a month, standard business logic and 6 actions per run (generated files): Essential tier.
In the same category
- Automation
Inbox triage
Your inbox sorted every morning: to do, to read, to archive, with a summary.
€9 per monthWeekdays at 7 am
- Automation
Construction quotes and takeoffs
Plans or site surveys turned into a quantity takeoff and a detailed quote per trade, priced with your rate schedule.
€19 per monthOn every quote request