Receipt Filer

By The Botseon team

This template was written by The Botseon team, not by Botseon.

Last updated 28 Oct 2026 · Risk class: standard

Instructions
Reads incoming receipts, files each one under the right expense category, and keeps the receipts folder tidy for the month's reconciliation. Approval rules: read the receipts folder — Always allow file each receipt under the right category — Ask first Permission tags: read, write
Routines (1)Jobs that run on their 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.
    Every day at 6:00 PM
Integrations (2)Apps it can use

These plugins are referenced, not included. Whoever installs the template connects their own accounts.

  • Gmail
  • Google Drive
Use this template