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Collect last month's invoices

The vault signs in to each account. All PDFs go to one folder.

  • On a schedule: On the 1st of each month at 9:00
Use in CuiarRun from your AI agent

What it does

The task

Sign in to each of these accounts with the vault: accounts. Download each invoice from last month as a PDF. Then search Gmail for invoices and receipts from last month, and save their PDFs. Put all files in the Google Drive folder folder. Name each file with the date, the vendor and the amount. Send me a list with the total for each vendor.

  • It works in Gmail and Google Drive, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • As a routine it runs on the 1st of each month at 9:00 (cron 0 9 1 * *).

What you give it

BlankWhat to giveExample
accountsThe sites where you download invoices, separated by commasGoogle Workspace, Slack, Notion, Figma, Vercel
folderThe Google Drive folder for the PDFsFinance/Invoices/2026-10

What you get back

An example run with the example values above. Your run uses your own data.

October 2026: 14 invoices saved to Finance/Invoices/2026-10

VendorFilesTotal
Google Workspace1168.00 USD
Slack1262.50 USD
Notion1120.00 USD
Figma190.00 USD
Vercel240.00 USD
From Gmail: CityRide (6), Northport Freight (2)81,284.60 EUR

File names look like 2026-10-01_Slack_262.50USD.pdf

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in 2 blanks

    Type accounts and folder. Tab moves to the next blank.

  3. 03

    Run it, then repeat it

    Run sends it once. To run it on the 1st of each month at 9:00, make a routine on cuiar.com/routines or with the CLI below.

As a routine, from the terminal

cuiar routines create "Collect last month's invoices" --schedule "0 9 1 * *" --time-zone Europe/Berlin \
  "Sign in to each of these accounts with the vault: Google Workspace, Slack, Notion, Figma, Vercel. Download each invoice from last month as a PDF. Then search Gmail for invoices and receipts from last month, and save their PDFs. Put all files in the Google Drive folder Finance/Invoices/2026-10. Name each file with the date, the vendor and the amount. Send me a list with the total for each vendor."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call create_routine yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool create_routine to run my "Collect last month's invoices" template with accounts = Google Workspace, Slack, Notion, Figma, Vercel; folder = Finance/Invoices/2026-10.

Setup for other agents: AI agents.

The tool call

{
  "name": "create_routine",
  "arguments": {
    "name": "Collect last month's invoices",
    "task": "Sign in to each of these accounts with the vault: Google Workspace, Slack, Notion, Figma, Vercel. Download each invoice from last month as a PDF. Then search Gmail for invoices and receipts from last month, and save their PDFs. Put all files in the Google Drive folder Finance/Invoices/2026-10. Name each file with the date, the vendor and the amount. Send me a list with the total for each vendor.",
    "schedule": "0 9 1 * *",
    "time_zone": "Europe/Berlin"
  }
}

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