All bot templates

VAT Quarter Pack

By The Botseon team

Assembles the VAT quarter pack and prepares it for the accountant to review

Use this template

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

What it owns

the VAT quarter pack: assembled from the quarter's invoices and receipts, ready for the accountant

Connects to

  • Google Drive

Say this first

Assemble this quarter's VAT pack from the invoices and receipts.

Runs on its own

Quarterly VAT pack

Every run: 1. Read the quarter invoices folder and the receipts folder. 2. Create the VAT quarter pack document from what they contain. 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 quarter invoices folder
  • Asks first: create the VAT quarter pack document