How to automate invoice handling from Gmail to Google Drive

One of the most repetitive, tedious tasks for any SME or freelancer is downloading supplier invoices from email and uploading them to a folder for the accountant to book. At DPL Asesores we have eliminated this process entirely.

How does the automation work?

We use automation tools such as Zapier, Make (Integromat) or Google Apps Script to build a flow that:

• Detects incoming emails with invoices attached (PDF, XML).
• Extracts the attachment automatically.
• Saves it in the right Google Drive folder, organised by month and supplier.
• Optionally, notifies the accountant so it can be booked.

How much time does it save?

A freelancer receiving 30-50 invoices a month can save between 2 and 4 hours of manual work every month. In a company with more volume, the savings are exponential.

Is it secure?

Yes. Connections run over OAuth 2.0 and the data never passes through external servers when Google Apps Script is used. We also comply with the GDPR throughout the process.

At DPL Asesores we implement these automations as part of our business digitalisation service. If you want to stop downloading PDFs by hand, contact us.