PRO
Client Invoice Filer
Reads who each new invoice is for, then files it under Clients › that client › Invoices › month. Folders are created as needed.
Needs internetCloud AIDocuments
This routine sends file content to the Cloud AI provider you connect. Provider usage is billed to your account.
WHAT IT DOES
WHENNew file in Downloads~/Downloads
CHECKIs it an invoice?PDFs and documents
UNDERSTANDRead the client and monthCloud AI reads the invoice
DOCreate the client’s folder{ai.client} in ~/Documents/Clients
DOCreate the month folderInvoices {ai.month} in the new folder
DOMove it inNew folder (step 5)
Requirements
What you need.
Routi Pro license
Internet connection
A Cloud AI provider with your own API key. Usage is billed by the provider
You approve it first.
Before Client Invoice Filer turns on, Routi lists every folder it can use and exactly what it will change. Nothing runs until you say yes, and anything moved to the Trash can be restored.
How folder access works ›More in Documents
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