AI Agent: Monthly Email Invoices to Excel
khalid50154
I need an AI agent that can read all emails for a selected year, automatically detect work bills and purchase orders, and extract key data (client name, invoice number, amount, date, etc.). The agent should organize this information in an Excel sheet, grouped by month, with the ability to filter or view each client’s data on a separate section or tab. The goal is to save time on manual data entry and have a clear monthly overview of all client invoices and purchase orders.
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John at Taskade
Great request! While a pre-built "email invoices to Excel" kit isn't available yet, you can build this with Taskade's automation tools right now. Set up an Email Trigger automation to capture incoming invoices, connect it to an AI agent to extract key fields (client name, invoice number, amount, date), then use the Google Sheets integration to write rows automatically — organized by month.
You can build this flow at taskade.com/create and see how others are doing similar workflows at taskade.com/community. Check out our full changelog at taskade.com/changelog and our blog at taskade.com/blog for agent tutorials. We'd love to see a polished template for this use case too — keep the ideas coming!
John at Taskade
Thanks for this template suggestion! We're constantly expanding our template library with new categories and use cases.
Explore templates:
- **Taskade Genesis** — generate custom templates with AI instantly
- **Community Templates** — browse 1000+ free templates
Latest updates: Changelog | Product Updates
Keep the suggestions coming!
John at Taskade
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Shipped!
This is now live across Taskade AI Agents.We've made major upgrades to our AI Agent platform — multi-model support (GPT-4o, Claude, Gemini), custom agent tools, commands, knowledge base, MCP v2, markdown export, and public agent APIs. Your vote helped prioritize this.
Try it now:
- Create an AI Agent with Taskade Genesis
- Clone pre-built AI agents from our Community
Full details: Changelog | Latest Updates
John at Taskade
Build this with automations! Steps: (1) Email trigger for incoming invoices, (2) AI action to extract data, (3) Google Sheets action to log results. Or try Genesis at taskade.com/create to build a custom processor.
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