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Google Drive Google Sheets Slack
Download the invoice list every month with an AI worker, categorize and add invoices, then send a report in Slack
Try this template
Google Drive Google Sheets Slack

Download the invoice list every month with an AI worker, categorize and add invoices, then send a report in Slack

Launch this workflow to connect Google Drive & Google Sheets & Slack !
Try this template
■Overview
Monthly invoice aggregation and journal entry tasks can be a major burden for accounting teams. In particular, reviewing each invoice, determining the appropriate account, and manually transferring the data to a ledger are time-consuming tasks that are prone to errors. With this workflow, an AI Worker automatically scans invoices in Google Drive according to a specified schedule, then automates everything from account classification and adding entries to Google Sheets to sending reports via Slack. This streamlines complex monthly tasks and enables accurate accounting operations on an ongoing basis.

■Who Should Use This Template
  • Accounting professionals who spend significant time processing monthly invoices and creating journal entries and want to improve operational efficiency
  • Administrative staff who manually transfer information from invoices stored in Google Drive to Google Sheets
  • Team leaders who want to review accurate accounting reports at regular intervals while preventing human error

■Benefits of Using This Template
  • AI automatically analyzes invoice details, classifies accounts, and records the information in Google Sheets, reducing the time spent on manual data entry.
  • Minimize the risk of manual input errors and journal entry mistakes while consistently accumulating accurate data based on standardized criteria.

■Flow Bot Steps
  1. First, connect Google Drive, Google Sheets, and Slack to Yoom.
  2. Next, select a schedule in the trigger and set the date and time when you want to start the flow.
  3. Then, create a manual for the AI Worker to organize invoice information. Set the actions for retrieving a list of files from a specific Google Drive folder and downloading files, entering values into Google Sheets cells, and sending messages to a Slack channel as the tools to use.
※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization Options
  • In the AI Worker manual settings, specify in detail which invoice fields to extract, such as the amount, date, and vendor, as well as the criteria for classifying accounts.
  • In the Google Sheets settings, adjust the sheet name and cell range for writing the extracted data to match your current ledger.
  • In the Slack settings, you can change the report recipients to any channel or specific team member.

■Notes
  • Connect each of Google Drive, Google Sheets, and Slack to Yoom. The tools (apps) used within the AI Worker also need to be connected through My Apps.
  • For basic AI Worker setup instructions, see [AI Worker] Basic Setup Guide.
  • The number of simultaneous AI Worker executions, the number of AI Workers you can create, and the AI models available to you vary depending on your plan.
  • The apps and operations available within the AI Worker are subject to the same usage limits as flow bots.
  • Please note that the AI Worker consumes tasks during test runs just as it does during production runs. For details, see [AI Worker] How Task Execution Counts Are Calculated.
  • Setting up the AI Worker manual in detail makes it easier to execute the appropriate processes. For details, see [AI Worker] How to Create a Manual.
  • The maximum downloadable file size is 300 MB. Depending on the app specifications, the limit may be less than 300 MB, so please take note.
  • For details on the file size limits applicable to triggers and individual operations, see File Size Limits.
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Google Drive
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About the apps you use
Google Drive
Yoom allows you to integrate with Google Drive's API without any code, enabling the automation of various tasks. For example, you can automatically create new folders in Google Drive and store files, or download files from Google Drive and send them via email or chat.
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No-Code API Actions
Executable API actions
All
Google Drive
Google Sheets
Slack
Flowbot triggers
    New File or Folder Created
    When a New File or Folder Is Created in a Specified Folder
    When a Specific File Is Created or Updated
    When a File Containing Specific Keywords Is Created
    When a Row Is Added
    When a Row Is Updated
    When a Message Is Posted to a Channel
    When a File Is Posted to a Channel
    When a Message Is Posted to a Channel (Webhook)
    When a Reaction Is Added to a Message (Webhook)
    When a User Is Mentioned in a Channel
    When a Message Containing Specified Text Is Posted to a Channel
    When the Slack App Is Mentioned (Webhook)
    When Mentioned in a Channel (Multiple Users)
    When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)
    When a New Channel Is Created (Webhook)
    When a Message Is Posted in a Thread (Webhook)
    When Mentioned in a Channel (Multiple Users & User Groups)
    When a Message Reaction Is Removed (Webhook)
    When a Posted Message Is Updated (Webhook)
Flowbot operations
    Create Folder
    Duplicate File
    Search for Files and Folders in a Specific Folder
    Delete File
    Upload File
    Download File
    Download Google Sheets File
    Download Google Slides
    Download Google Docs File
    Retrieve a List of Files and Folders in a Specific Folder
    Rename File
    Retrieve File or Folder Information
    Convert Excel File to Google Sheets
    Convert CSV File to Google Sheets
    Grant File or Folder Permissions to a User
    Move File to Trash
    Retrieve a List of Permissions for a File or Folder
    Update Description for a File or Folder
    Change File Destination Folder
    Create a Shortcut to a File
    Configure Download and Copy Permissions
    Retrieve a List of Folders in a Specific Folder
    Convert a File to Google Docs
    Download a Google Sheet (Specify Sheet)
    Change Sharing to "Anyone with the Link"
    Search Files and Folders in a Specific Folder (Excluding Trash)
    Convert a Presentation File to Google Slides
    Convert a PDF File to Google Docs
    Grant File or Folder Permissions to a Specific Organization
    Update a Specific File
    Remove Permissions from a File or Folder
    Create a Shared Drive
    Search Shared Drives
    Copy File (Detailed Options)
    Search Files and Folders
    Set a Value in a Cell
    Get Values
    Clear Values
    Create a New Spreadsheet
    Copy a Sheet (Tab)
    Add a New Sheet (Tab)
    Delete Sheet (Tab)
    Replace Values
    Update Sheet Name
    Delete Rows
    Get Spreadsheet Info
    Get Sheet Names
    Apply a Formula to a Range
    Enter Values in a Range
    Embed an Image in a Cell
    Sort by Specific Column
    Hide a Sheet
    Add a Note to the Specified Cells
    Insert Columns
    Delete Columns
    Write Values to Multiple Columns
    Add Rows
    Send Message to Channel
    Send Direct Message
    Get Member IDs in a Channel
    Create Channel
    Invite Members to Channel
    Get User Group List
    Post Message to Thread
    Archive Channel
    Get Messages in a Thread
    List Public Channels
    Remove a Member from a Private Channel
    Find User by Email Address
    Get User Info
    Get a Specific Message
    Get Message Link
    Delete Message
    Get Users in a User Group
    Get Reactions for a Message
    Create a User Group
    List Channel Messages
    Send a Message to a Channel with Attachments
    List Rows in a List
    Create List
    Update List
    Get a Specific List Row
    Remove List Access
Flowbot triggers
    New File or Folder Created
    When a New File or Folder Is Created in a Specified Folder
    When a Specific File Is Created or Updated
    When a File Containing Specific Keywords Is Created
Flowbot operations
    Create Folder
    Duplicate File
    Search for Files and Folders in a Specific Folder
    Delete File
    Upload File
    Download File
    Download Google Sheets File
    Download Google Slides
    Download Google Docs File
    Retrieve a List of Files and Folders in a Specific Folder
    Rename File
    Retrieve File or Folder Information
    Convert Excel File to Google Sheets
    Convert CSV File to Google Sheets
    Grant File or Folder Permissions to a User
    Move File to Trash
    Retrieve a List of Permissions for a File or Folder
    Update Description for a File or Folder
    Change File Destination Folder
    Create a Shortcut to a File
    Configure Download and Copy Permissions
    Retrieve a List of Folders in a Specific Folder
    Convert a File to Google Docs
    Download a Google Sheet (Specify Sheet)
    Change Sharing to "Anyone with the Link"
    Search Files and Folders in a Specific Folder (Excluding Trash)
    Convert a Presentation File to Google Slides
    Convert a PDF File to Google Docs
    Grant File or Folder Permissions to a Specific Organization
    Update a Specific File
    Remove Permissions from a File or Folder
    Create a Shared Drive
    Search Shared Drives
    Copy File (Detailed Options)
    Search Files and Folders
Flowbot triggers
    When a Row Is Added
    When a Row Is Updated
Flowbot operations
    Set a Value in a Cell
    Get Values
    Clear Values
    Create a New Spreadsheet
    Copy a Sheet (Tab)
    Add a New Sheet (Tab)
    Delete Sheet (Tab)
    Replace Values
    Update Sheet Name
    Delete Rows
    Get Spreadsheet Info
    Get Sheet Names
    Apply a Formula to a Range
    Enter Values in a Range
    Embed an Image in a Cell
    Sort by Specific Column
    Hide a Sheet
    Add a Note to the Specified Cells
    Insert Columns
    Delete Columns
    Write Values to Multiple Columns
    Add Rows
Flowbot triggers
    When a Message Is Posted to a Channel
    When a File Is Posted to a Channel
    When a Message Is Posted to a Channel (Webhook)
    When a Reaction Is Added to a Message (Webhook)
    When a User Is Mentioned in a Channel
    When a Message Containing Specified Text Is Posted to a Channel
    When the Slack App Is Mentioned (Webhook)
    When Mentioned in a Channel (Multiple Users)
    When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)
    When a New Channel Is Created (Webhook)
    When a Message Is Posted in a Thread (Webhook)
    When Mentioned in a Channel (Multiple Users & User Groups)
    When a Message Reaction Is Removed (Webhook)
    When a Posted Message Is Updated (Webhook)
Flowbot operations
    Send Message to Channel
    Send Direct Message
    Get Member IDs in a Channel
    Create Channel
    Invite Members to Channel
    Get User Group List
    Post Message to Thread
    Archive Channel
    Get Messages in a Thread
    List Public Channels
    Remove a Member from a Private Channel
    Find User by Email Address
    Get User Info
    Get a Specific Message
    Get Message Link
    Delete Message
    Get Users in a User Group
    Get Reactions for a Message
    Create a User Group
    List Channel Messages
    Send a Message to a Channel with Attachments
    List Rows in a List
    Create List
    Update List
    Get a Specific List Row
    Remove List Access
Tab 1
Tab 2
Tab 3
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