Auto-file expenses to Google Drive by date
Deploy this AgentUI WORKFLOW to organize every expense into 00_Expenses/Year/Month/Day using Google integrations. Created by Nessim Btesh. 3 downloads and counting.
Manual expense filing slows your close
Finance teams lose hours creating folders, renaming files, and hunting for receipts. Inconsistent structures make audits hard and close cycles longer.
Time wasted creating date folders and moving files
Inconsistent naming and structure increase audit/compliance risk
Duplicates and misplaced receipts reduce data quality
No shared standard across teams or contributors
Month-end reconciliation takes longer than it should
A one-click, date-driven filing workflow
The Save Expenses to Google Drive by date blueprint standardizes how you store expenses—inside AgentUI. Using Google integrations, it files documents into 00_Expenses/Year/Month/Day, so every receipt lands in the right place, every time.
Key features
Date-based folder structure
Automatically organizes expenses into 00_Expenses/Year/Month/Day for consistent, audit-ready storage.
Google integrations (within AgentUI)
Leverages AgentUI’s Google integrations to create folders and save files to Drive directly from your workflow.
Configurable paths and naming
Adjust path components and file names based on your fields to match internal policies.
Prebuilt, reusable WORKFLOW
A ready-to-run AgentUI automation you can install, review, and extend in minutes.
Transparent steps you can review
Every step runs inside AgentUI, so your process is clear, traceable, and easy to maintain.
Created by Nessim Btesh
Built by a trusted creator; join early adopters (3 downloads).
Business benefits
Reduce manual filing time and busywork
Enforce a consistent, audit-ready folder structure
Improve data hygiene and team alignment
Speed up month-end close and reporting
Lower risk of missing or misplaced receipts
Use case examples
SMB month-end close
Standardize where all expense PDFs and images go so reconciliation is faster and cleaner.
Agencies managing multiple clients
Create a predictable folder path per date so client billables and reimbursements are always organized.
Startup expense discipline
Keep burn tracking tidy by auto-filing every receipt by year, month, and day.
Finance ops standardization
Roll out a single, AgentUI-based process that every contributor can follow without training.