Scanning, sorting gmail attachments, then upload them to google drive based on a set of criterias

How To
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1

Hi All,

I have a workflow which I’d like to automate with make.

I receive invoices in the beginning of every month (eg. 2nd Aug 2024), which covers the work which was done in the previous month (eg. July 2024).

These invoices are coming from different suppliers:

  • Cleaning
  • Maintenance
  • Other services

All these suppliers are sending separate invoices for all of my apartments.

What I’d like to see:

In Aug 2024 i start getting these emails with all these attachments (sometimes multiple attachments in one mail, sometimes only one).
Then all these attachments are getting scanned and sorted by Make as follows:

Folder 1 (Apartment 1) “folder already exists” – Sub-folder (July_2024) – “all cleaning, maintenance, other invoices are uploaded here just for this apartment 1”

Folder 2 (Apartment 2) “folder already exists” – Sub-folder (July_2024) – “all cleaning, maintenance, other invoices are uploaded here just for this apartment 2”

All these invoices are coming in to a separate, dedicated email adress (invoices@…)

Is there a way to do it with the help of make?

Thank you in advance,

Gabor

2

Hello @Gabor_Horvath; you can use Make’s Data Stores to act as persistent information holders between scenario runs.

https://www.make.com/en/help/tools/data-store

Near the beginning of the scenario, you search the data store for stuff. Run the scenario for other operations, when a new folder or such is needed because it didn’t exist, create anew and use it. Then save that information to the data store for the next time the scenario runs.