Invoice File Recognition and Archive Reminder
For small teams organizing reimbursement and vendor invoices. The workflow listens for attachments, renames files, archives by month, and outputs a review checklist.
Last checked
2026-06-10
Compatibility
Needs pre-launch retest
Running cost
About CNY 0-100, depending on OCR services
Setup time
60-100 minutes
What the workflow does
- 1Listen to a mailbox or label
- 2Extract PDF or image attachments
- 3Archive by month and supplier
- 4Generate a finance review checklist
Required credentials
- - 邮箱 IMAP
- - 网盘或对象存储
- - 可选 OCR API
Key nodes
IMAP EmailAttachment ExtractOCR OptionalRenameDrive UploadNotify
Import and testing steps
- Import the workflow JSON.
- Configure email and storage credentials.
- Test with non-sensitive sample invoices.
Financial documents require privacy and storage review before real use; FlowHub does not receive user files.
Sources and maintenance scope
FlowHub cites official documentation and public platform pages for import formats, capability boundaries, and maintenance notes. Template files still need separate test records before launch.