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.