June 7, 2024
One of the first integrations I developed to automate workflows for myself and my clients was an archive capable of generating and updating itself autonomously. It directly retrieved PDF documents such as invoices, quotes, and orders from outgoing emails, organizing them into sorted folders and subfolders by year and month in a dedicated space on Google Drive.
The most clear and evident advantage is the time saved by manually inputting these documents into the archive, but I assure you it's not the only one. For example, having an always organized and updated archive saves time when retrieving documents. Furthermore, once this archive is set up, it will be possible to implement other automations, such as periodic sending of invoices and other documents to the accountant.