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โš™๏ธ Operations & Admin ยท Printable checklist ยท USE CASy

A bot that bundles every supplier invoice for your accountant each month

โฑ๏ธ 30 minutes ยท ๐ŸŽฏ Easy ยท ๐Ÿ’ต Included with your SuperGrok or Cursor plan (Bot usage is counted separately and resets weekly)

๐Ÿงฐ Before you start

๐Ÿชœ Steps (tick as you go)

  1. โ˜
    1. Make a folder

    In Google Drive create a folder 'Invoices' with one sub-folder per month, e.g. '2026-10'.

  2. โ˜
    2. Create a new Bot for this job

    Open Grok Bot, tap + (New chat) then Create new Bot. Give it a name that says the job, so you always know who does what.

  3. โ˜
    3. Paste the Invoice Hunter prompt

    Copy the prompt below, fill in your details and send it. Connect your email and Google Drive when asked.

  4. โ˜
    4. Test on last month

    Ask: 'Do last month now, but don't send anything.' Compare the index with your own records.

  5. โ˜
    5. Fix the misses

    If it missed invoices that arrive another way (WhatsApp, supplier portal), tell it where they come from or forward them to your email.

  6. โ˜
    6. Set the schedule

    Ask it to run on the [3rd] of each month and message you for approval.

  7. โ˜
    7. Approve and send

    Read the index, reply 'approved', and the Bot emails the bundle to your accountant.

๐Ÿ’ฌ Prompts to copy

๐Ÿ’ฌ Invoice Hunter
Every month on the [3rd] at [9 a.m.]:
1. Find all supplier invoices from last month in my email ([email]). Look for PDFs and emails with words like invoice, bill, tax invoice.
2. Save each PDF to Google Drive > Invoices > [YYYY-MM], renamed 'supplier โ€“ date โ€“ amount'.
3. Make an index sheet: supplier, date, invoice number, amount (MYR), SST if shown, file link.
4. List anything that looks like a duplicate or is missing a number.
5. Message me the totals and ask for approval. Only after I say 'approved', email the folder link and index to [accountant email].
Never pay, never delete emails.

๐Ÿ”— Links

From https://usecasy.com/use-case/grokbot-invoice-bundle/ ยท Guide checked 15 October 2026 ยท Prices are rough and shown in USD unless stated (MYR where relevant).