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Invoice intake watch (Google Drive folder)

by recued-core v3 24 views

Use “Invoice intake watch (Google Drive folder)” in Recued. Watch a Google Drive folder for new invoice / receipt documents and stage their extracted finance data.

Complete workflow

SMB Invoice Intake 2 pinned recipes

Use SMB Invoice Intake in Recued for solo, cold start, accounting, and bookkeeping. It includes 2 ready-to-run workflows and 2 related packs in one install.

You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.

Use “Invoice intake watch (Google Drive folder)” in Recued. Watch a Google Drive folder for new invoice / receipt documents and stage their extracted finance data.

accountingbookkeepinginvoicereceipt
by recued-core pinned v3

Use “Invoice intake organizer” in Recued. Parse a received invoice or receipt (PDF / image / docx / scan) with the local docling tool into readable text - so any text model can read it - then extract vendor, number, amount, currency, and dates.

accountingbookkeepinginvoicereceipt
by recued-core pinned v3
View pack details, dependencies, and permissions →
How it works 34 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (34 steps)
◆ listing recued-core.gdrive.file.list
List file on gdrive
skip: config.folder_id is_empty
■ files default
Apply default
■ candidates filter
Filter by condition
◆ seen core.storage.shared.list
List storage shared
■ seen_entries default
Apply default
■ is_stage_mode compare
Check if setting write mode equals stage
■ terminal_entries filter
Filter by condition
■ all_seen_ids pluck
Extract value.file_id from each item
■ terminal_ids pluck
Extract value.file_id from each item
■ blocked_ids ternary
Apply ternary
■ unseen filter
Filter by condition
■ unseen_count count
Count items in unseen
■ processed_count count
Count items in seen entries
■ pick find
Find first match in
■ has_pick compare
Check if pick exists
■ defaults defaults
Apply defaults
◆ download recued-core.gdrive.file.download
Download file on gdrive
skip: step.is_new not_equal true
■ file_ref default
Apply default
◆ parsed recued-core.docling.document.to_markdown
To markdown document on docling
skip: step.is_new not_equal true
■ parsed_ref default
Apply default
■ has_parsed compare
Check if parsed ref has data
✦ extract core.ai.extract
AI extracts structured fields from data
skip: step.has_parsed not_equal true
■ extracted defaults
Apply defaults
■ below_threshold compare
Check if extracted confidence is less than setting confidence threshold
■ now date_add
Add 0 days to
■ skip_write any
Check if any of the conditions are true
◆ keep core.storage.file.persist
Persist storage file
skip: step.skip_write equal true
◆ stage_row core.storage.shared.write
Write storage shared
skip: step.skip_write equal true
■ staged not
Apply not
■ unstaged_state ternary
Apply ternary
■ marker_state ternary
Apply ternary
■ processed all
Check if all conditions are true
◆ seen_write core.storage.shared.write
Write storage shared
skip: step.processed not_equal true
■ card to_summary
Format results as a summary card
▼
Output
summary card
Settings 5 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

doc type setting = invoice
folder id setting =
write mode setting = preview
staging prefix setting = smb_finance_staging
confidence threshold setting = 0.6

Uses (7 operations)

Pack operation List file on gdrive recued-core.gdrive.file.list
Shared store List storage shared core.storage.shared.list
Pack operation Download file on gdrive recued-core.gdrive.file.download
Pack operation To markdown document on docling recued-core.docling.document.to_markdown
AI models AI extracts structured fields from data core.ai.extract
Files Persist storage file core.storage.file.persist
Shared store Write storage shared core.storage.shared.write

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

What it's allowed to do

Read Shared store core.storage.shared.list read-only
Read AI models core.ai.extract read-only
Write Files core.storage.file.persist external change
Write Shared store core.storage.shared.write external change

3 more aren't listed here. You'll see them at install.

Data it touches

SurfacesShared storeAI modelsFiles
Warehousedata.shared

About

Tags

accountingbookkeepinginvoicereceiptexpensedoclinggoogle-drivegdrivestoragefolder-watchdocumentextractionintakestagingsmb-financeone-person-companypack:smb-invoice-financeai_surface

Details

34 steps 5 configurable settings recipe_id: invoice-intake-watch