Who is it for?

Anyone who wants to automatically aggregate their invoices or receipts. Main beneficiaries: small business owners and freelancers.

How it works

Creates a folder in Google Drive for uploading invoices and receipts. Responds (Webhook response) with URL to the created folder.

Gets all emails with attachments from a Gmail mailbox.

(Optional) Filters emails, e.g. exclude emails sent to specific address.

Filters only PDF attachments.

Classifies all PDF attachment contents with an AI model (is it a receipt or an invoice?).

Uploads receipts and invoices to the created Google Drive folder and optionally sends an email with the attachments to, e.g., your accountant.

Pre-conditions/Requirements

– Gmail and Google Drive accounts
– A Google Cloud OAuth 2.0 Client ID or a service account with Google Drive and Gmail APIs enabled
– OpenAI API account and API key

Set up steps

Provide credentials for the nodes: Gmail, Google Drive, OpenAI.

Configure parameters in the “Configure” node. Most importantly:

– “sendInvoicesTo” for the email address where invoices/receipts should be sent.

It uses a Webhook node trigger. It expects a body with a schema such as:

{ “name”: “getInvoicesAndReceiptsFromEmails”, “description”: “Finds and uploads to Google Drive all receipts and invoices from emails within a specified date range.”, “parameters”: { “type”: “object”, “properties”: { “startDate”: { “type”: “string”, “format”: “date-time”, “description”: “The start date of the range to search for emails. Must be in ISO 8601 format.” }, “endDate”: { “type”: “string”, “format”: “date-time”, “description”: “The end date of the range to search for emails. Must be in ISO 8601 format.” }, “sendEmail”: { “type”: “boolean”, “description”: “Indicates whether to send an email with all receipts and invoices after processing. Must be true or false.” } }, “required”: [ “startDate”, “endDate” ] } }Example body:{ “startDate”: “2025-03-01T00:00:00Z”, “endDate”: “2025-04-01T00:00:00Z”, “sendEmail”: true }How to use with AI chat

You can trigger the workflow with an AI chat that supports tool use, such as BrowseWiz. For setup instructions, read the blog post.