Who is this workflow for? Streamline your financial management by automatically transferring invoices received in Gmail to Google Drive every day. This workflow ensures your invoices are organized and securely stored without manual intervention..

What does this workflow do?

  • Trigger on New Email: The workflow initiates when a new email arrives in your Gmail inbox.
  • Filter Invoices: It identifies emails that contain invoices based on specific criteria such as subject lines or sender addresses.
  • Extract Attachments: The workflow extracts invoice attachments (e.g., PDF or Excel files) from the filtered emails.
  • Upload to Google Drive: Each extracted invoice is automatically uploaded to a designated folder in Google Drive.
  • Notification (Optional): You can configure the workflow to send a notification via Slack or email once the upload is complete.

🤖 Why Use This Automation Workflow?

  • Time Efficiency: Eliminates the need to manually download and upload invoices, saving valuable time.
  • Organization: Keeps all invoices in a centralized Google Drive folder, making them easy to locate and manage.
  • Automation: Reduces the risk of human error by automating the invoice handling process.

👨‍💻 Who is This Workflow For?

  • Small Business Owners: Simplify your accounting processes by automating invoice storage.
  • Accountants and Bookkeepers: Manage multiple clients’ invoices efficiently without manual sorting.
  • Freelancers: Keep track of payments and invoices effortlessly to stay organized and focused on your work.

🎯 Use Cases

  1. Daily Financial Tracking: Automatically gather daily invoices to maintain up-to-date financial records.
  2. Expense Reporting: Streamline the process of compiling invoices for monthly or quarterly expense reports.
  3. Audit Preparation: Ensure all invoices are systematically stored and easily accessible for auditing purposes.

TL;DR

This workflow automates the daily transfer of invoices from Gmail to Google Drive, enhancing your organization and efficiency. By leveraging n8n, you can ensure that your financial documents are consistently and securely managed without manual effort.

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