This template sets up an agent that turns the invoices buried in your inbox into an organized, searchable archive. It is built for founders and operators who receive invoices by email and want them filed and tracked without doing it by hand.
What it does
The agent reads your Gmail, identifies invoices, and pulls out the details that matter: vendor, invoice number, dates, and amounts. It runs a totals check so that the pre-tax amount plus VAT matches the total, and flags anything that does not add up as unverified rather than guessing. Each invoice is saved in Google Drive under a year-month folder and recorded in a clean register you can open at any time.
Every week it produces a digest that leads with invoices due soon, so nothing slips past a payment date.
It never pays, reconciles, or touches any accounting system. It extracts, files, and records, and leaves the decisions to you.
How it works
The agent runs on a weekly schedule, sweeping the inbox every Tuesday morning. On each run it loads its invoice extraction skill, which carries the classification markers, the extraction schema, the totals check, the unverified rule, and the filing logic.
- It scans Gmail for messages that look like invoices.
- It extracts vendor, number, dates, and amounts, then verifies the math.
- It files each invoice in Google Drive by year and month and adds a row to the register.
- It sends a weekly digest that puts due-soon invoices first.
Setup takes about ten minutes, after which the archive keeps building itself.
