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.
Invoice intake watch (Google Drive folder)
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 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.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (34 steps)
listing
?
skip: config.folder_id is_empty
files
default
Apply default
candidates
filter
Filter by condition
seen
?
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
?
skip: step.is_new not_equal true
file_ref
default
Apply default
parsed
?
skip: step.is_new not_equal true
parsed_ref
default
Apply default
has_parsed
compare
Check if parsed ref has data
extract
?
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
?
skip: step.skip_write equal true
stage_row
?
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
?
skip: step.processed not_equal true
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
google
setting
=
doc type
setting
=
invoice
folder id
setting
=
write mode
setting
=
preview
staging prefix
setting
=
smb_finance_staging
confidence threshold
setting
=
0.6
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.