PERSONAL PRODUCTIVITY
Invoice Email to Pay-By Task with Document Archive
Catches emails carrying invoice or bill attachments, extracts the amount and payment due date from the PDF, files the document in Google Drive.
How it runs
The automated pipeline, trigger to output.
- TriggerNew Gmail message with attachmentGmail
- LogicKeep only invoice/bill emails
- ActionExtract vendor, amount, and pay-by date from PDFOpenAI
- ActionArchive attachment in Google Drive folderGoogle Drive
- ActionCreate Monday task with pay-by due datemonday.com
- OutputPost payable summary to Slack finance channelSlack
What it does
This agent specializes in one high-stakes slice of the inbox: incoming invoices and bills. When an email arrives with an attachment, it reads the document, pulls out the vendor, amount, and payment due date, archives the file in Google Drive, and creates a Monday task dated to the actual pay-by deadline. You get a reliable payables queue built straight from email.
When to use it
Use it when bills arrive by email and late payments or missed terms are a real risk. Built for finance-adjacent operators and small-business owners who don't have full AP software.
How it works
- 1A new Gmail message with an attachment triggers the run.
- 2A filter checks that the email looks like an invoice or bill.
- 3OpenAI reads the attachment and extracts vendor, amount, and the payment due date.
- 4The attachment is uploaded to a dated folder in Google Drive for archival.
- 5A Monday task is created with the amount in the title and the pay-by date as the due date.
- 6A Slack message posts to the finance channel summarizing the new payable.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect Google DriveDocs, sheets, slides, files.
- 4Connect monday.comVisual work management for teams.
- 5Connect SlackChannels, DMs, threads, mentions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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