Tax year docs organizer

We looked this up in the docs; we have not run it in a bot yet.

Updated 15 Oct 2026.

Prompt

Find every receipt and invoice in my Gmail and Google Drive from tax year [YEAR]. Group them into a draft folder structure by month and build a spreadsheet of totals by category. List any missing months or unclear items. Do not email anyone, do not submit anything, and do not delete originals. Return the draft folder link and spreadsheet only.

Fill in

[YEAR]

Connectors

Gmail, Google Drive

Expected result

A draft tax-year folder and category totals spreadsheet.

Uses this feature

Skills · Skills, routines, and automations

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