Receipt bookkeeping from a storage folder — automatically

The scenario watches a folder, recognises each new receipt, pulls the amount, date and vendor and adds them as a row to a table.

  • Just drop a receipt into the folder
  • Amount, date and vendor recognised automatically
  • Each receipt becomes a row in the table
  • Processed files move to a separate folder
Google DriveGeminiGoogle
Set it up for yourselfScriptera

How it works

To create Google Drive records from okoCrm without manual input, use a ready-made scenario.

  1. Starts when: Watch Drive Folder
  2. Check: Filter Image or PDF
  3. If yes: Download File
  4. Then: Convert to Base64
  5. Then: Gemini OCR
  6. Then: Parse JSON Response
  7. Then: Append to Sheet
  8. Then: Move to Processed
  9. Then: Check Remaining Files
  10. Check: Has More Files?
  11. If yes: Wait 30s
  12. Then: Get Next File

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

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