Invoices and receipts from email, gathered into one folder

The scenario combs your inbox, recognizes invoices and receipts among the attachments and files them into one folder in Dropbox, optionally sending them to your accountant.

  • Every invoice and receipt — in one folder
  • AI tells invoices and receipts from other attachments
  • Optionally emailed to your accountant in one go
  • Zero manual inbox combing
Webhook
Set it upScriptera

How it works

To connect Dropbox and SendGrid, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Webhook
  2. Then: Create folder
  3. Then: Configure
  4. Then: Get emails with attachments
  5. Check: Optional filter for emails
  6. Then: Iterate over email attachments
  7. Check: Is attachment a PDF?
  8. If yes: Read PDF email attachments
  9. Check: Is text within token limit?
  10. If yes: OpenAI
  11. Check: Merge
  12. Check: Is matched
  13. If yes: Upload file to folder
  14. If yes: Send email with invoices?
  15. If yes: Aggregate attachments
  16. Then: Send to my accountant
  17. Starts when: Respond to Webhook

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

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