Operations
Invoice Auto-Filing System
Automatically extract invoice attachments from emails and save them to the correct Drive folder.
The Challenge
Valuable lead information gets buried in busy inboxes and never makes it into the sales pipeline.
The Solution
Email parsing that extracts names, emails, and messages from specific threads and auto-populates a CRM spreadsheet.
The Impact
- ✦
Turned a messy inbox into a structured, searchable database of opportunities.
Project Details
client
Freelance Collective
service
Automation
sector
Professional Services
year
2024
Tools Used
n8n Google Workspace