Invoice processing: filed into folders, rolled into a sheet

The scenario picks up each new invoice, extracts its data, files the document into year and month folders, and adds a row to a summary sheet. Invoice tracking with no manual fuss.

  • A new invoice files itself into folders and lands in a sheet
  • AI pulls out the number, date, amount and vendor
  • Files get readable names — easy to find
  • The summary sheet builds itself, row by row
Google Drive
Set it upScriptera

How it works

To move data from trueConf to Google Drive automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Google Drive Trigger
  2. Then: Search files and folders
  3. Check: Loop
  4. Then: GetFile
  5. Then: ExtractFromPDF
  6. Then: Information Extractor
  7. Then: GetYearFolder
  8. Then: GetMonthFolder
  9. Then: MoveFile
  10. Then: UpdateFileName
  11. Then: AddToOverview
  12. Then: OpenAI Chat Model
  13. Then: Jahresordner schon vorhanden?
  14. Check: Ordner noch nicht vorhanden
  15. If yes: Jahresordner erstellen
  16. Then: Monate als Liste
  17. Then: Split Out1
  18. Then: Monatsordner einfügen
  19. Check: Loop Over Items
  20. Then: Jahre auswählen
  21. Then: Split Out

You can launch this trueConf + Google Drive integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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