What We Built: A Simple Bookkeeping Agent that automatically processes invoices from emails and organizes everything for you:
Email Processing - Filters emails with attachments containing “invoice” or “receipt”
Smart File Organization - Creates monthly folders in Google Drive and uploads invoices with structured naming
Automatic Data Entry - Extracts key info (vendor, amount, date, etc.) and logs everything in a Google Sheet
Multiple Input Methods - Works with both email attachments AND manual uploads through Lindy chat
Weekly Reports - Bonus feature: recurring analysis that sends spending summaries via Slack
🔧 Key Learnings:
AI Agent nodes vs Action nodes: Use AI agents for complex decisions, actions for specific tasks
Condition paths: Smart branching for different scenarios (email vs manual upload)
Dynamic prompting: Let the LLM handle file naming and folder organization
Multiple triggers: One workflow can handle emails AND chat uploads
Next Up: Email Outreach + Drip Agent (our #2 poll winner)
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