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Receipt Filer

By The Botseon team

Files incoming receipts under the right category and keeps the folder tidy

Use this template

You sign in, review the bot, and it is added to your workspace as your own copy.

What it owns

the receipts folder: every incoming receipt filed under the right category

Connects to

  • Gmail
  • Google Drive

Say this first

File the receipts that have come in since I last checked.

Runs on its own

Daily receipt filing

Every run: 1. Read the receipts folder for anything added since the last run. 2. File each receipt under the right expense category. 3. Finish with the five-part result.

Added switched off. Turn it on when you are ready.

What it asks before acting

  • Always allowed: read the receipts folder
  • Asks first: file each receipt under the right category