JOB REQUEST- Automation to sort and organise invoice files I receive by email.
Job Description: I need an automation to sort and organise invoice files I receive by email.
Here’s what I want the automation to do from start to finish:
📥 Incoming Invoices
  • I receive emails with Excel invoice attachments in Gmail.
  • The invoice filenames always follow a similar format. Example: Harvey - INV 1 - WE 25.08.2025.xlsx
  • From this filename, I want to extract: Crew name → This is always before the first dash (“Kai” in the example). Invoice date → This is always at the end of the filename (“25.08.2025”).
📆 Custom Month Logic
  • The invoice date should be used to figure out what custom month period the file belongs to.
  • These are not regular calendar months.
  • Instead, each month period runs from the 6th of one month to the 5th of the next.
  • Example: An invoice dated 25.08.2025 falls into the period “August 6th – September 5th”.
📁 Google Drive Folder Structure
  • Once the crew name and month period are known, the invoice should be uploaded to its specific Google Drive folder.
  • The folder structure should look like this:
Example path:
INVOICES (pre-made folder) /August 6th – September 5th/Harvey/Harvey - INV 1 - WE 25.08.2025.xlsx
  • If the folder for that month or crew doesn’t already exist, it should be created automatically ready for the next time as similar invoice arrives.
📦 Monthly Zipping and Email Summary
  • On the 5th of every month, I want the automation to:
  • Go into the current month’s folder (e.g. “August 6th – September 5th”).
  • Zip up each crew’s folder individually.
  • Email me the zipped folders so I can review all invoices for that month.
I have over 10 crews that I receive invoices for each month so any complications we can talk about out through chat or an online call.
Please reach out if you are someone who can complete this, I will be paying for this to be built.
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8 comments
Harvey Woodford
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JOB REQUEST- Automation to sort and organise invoice files I receive by email.
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