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 ‘Connections’ and open the ‘Destinations’ tab

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 Connections > Destinations > Google Drive card > 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.