How to setup auto-storage to Google Drive

Overview

Auto-storage helps you stay audit-ready without lifting a finger. Every processed document is securely saved to your Drive in real time, no more digging through emails or downloads.

Step 1: Connect Google Drive

1. Go to ‘Integrations’

2. Click ‘Connect’ next to Google Drive

3. Sign in with your Google account and authorize Receiptor AI. You’ll be redirected back with a confirmation message. Make sure to set up your Google Drive structure properly.

Step 2: Set Up Auto-Storage

1. Go to ‘Rules’ > ‘All Rules’ > ‘Create Rule’

2. Follow the steps on how to create automations:

• Trigger: select ‘When document is created’

• Conditions: choose None (leave blank), or you can also add conditions if necessary, for example:

  1. File Type: PDF vs. Image

  2. Document Type: Receipt vs. Invoice

  3. Merchant: Uber, AWS, Amazon, etc.

• Action: select ‘Store In’ → Google Drive

3. Name and Save the Rule

Common Questions

Q: Can I control the file names or structure?

A: Yes. Go to Integrations > Google Drive Settings > Naming format

Q: How do I share those exported documents with someone?

A: Just share the Receiptor folder in Google Drive. No need to forward anything manually.

Support

Ping us via chat in the dashboard or email [email protected] if you need assistance.