Bundle monthly invoices for review before sending

A scheduled bot pulls details from invoice PDFs, groups them by month, and waits for approval before forwarding anything to the accountant.

Done with Grok Bot· Beginner

What they did
They used a shared Grok Bot template that runs on a schedule instead of on demand. The bot reads each invoice PDF, pulls out the vendor, date, amount, and invoice number, and then groups a full month’s invoices with an index. It stops and asks the owner to approve the package before anything is sent on to the accountant.
How it went
The setup description does not include any outcome, time saved, or sample output. It only shows how the bot is meant to handle the monthly bundle.
Tips
Check the shared instructions before installing, since adding the bot copies them into your account. Do not provide any key or password the setup asks for.

Try it yourself with Grok Bot

On the [schedule day] each month, scan invoice PDFs from [folder or inbox]. For each file, capture the vendor name, invoice date, total amount, and invoice number in an index sheet. Group that month’s invoices with the index into one package, then stop and show me the package and a draft message for [accountant] so I can approve it before anything is sent.

Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.

Read the original on grokbot.dev ↗

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