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Finance·Polls every 30 min

AI invoice generator that ships polished invoices from a Sheets queue.

Reads a row from your Google Sheets invoice queue and generates a Google Docs invoice, saved to a Drive folder, ready to send to the client.

How Pilotran works

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What a real run looks like
Invoice generated to Drive — INV-121 for Aster Labs, $9,600.00.
New row in the invoice queue Sheet: client Aster Labs, 4 line items across two engagements. Claude computed totals and generated a Google Doc from the template.
drive
Drive → /Invoices/2026-09/ INV-121_aster-labs_2026-09-16.docx Header: • Invoice #: INV-121 • Date: 2026-09-16 • Due: 2026-10-16 (Net 30) • Client: Aster Labs Line items: 1. Workflow setup — 40 hrs @ $175/hr = $7,000.00 2. Custom prompt tuning — 8 hrs @ $200/hr = $1,600.00 3. Team training session — 5 hrs @ $150/hr = $750.00 4. Documentation — 4 hrs @ $125/hr = $500.00 Subtotal: $9,850.00 Discount (2.5%): -$246.25 Grand total: $9,603.75 File ready in Drive; sharing link generated for review before send.
How this workflow runs
Press enter or space to select a node. You can then use the arrow keys to move the node around. Press delete to remove it and escape to cancel.
Press enter or space to select an edge. You can then press delete to remove it or escape to cancel.
Under the hood — the exact prompt Claude sees
You are the operator's finance assistant. Read the invoice queue row below and generate the merge values for the invoice template. Compute totals (sum of line item amounts, tax if applicable, grand total). Format currency as USD with two decimal places. Reply with JSON only: {"invoice_number": string, "issue_date": string, "due_date": string, "client_name": string, "line_items": [{"description": string, "quantity": number, "rate": number, "amount": number}], "subtotal": number, "tax": number, "grand_total": number, "filename": string}. Queue row: {{row}}
What you configure

Fields you provide once.

Claude uses these on every run — set them during activation.

Invoice queue Google Sheets ID
textrequired
Invoice template Google Doc ID (with {{merge_fields}})
textrequired
Output Drive folder ID
textrequired
Frequently askedQuestions about AI Invoice Generator to Google Drive+
How long does it take to set up AI Invoice Generator to Google Drive?+

About 60 seconds. Connect Sheets, fill in the plain-English fields the template asks for, and hit Activate. Pilotran runs the workflow once against sample data so you can see what Claude does before it touches your real accounts.

Can I edit AI Invoice Generator to Google Drive after activating it?+

Yes — pause, edit the prompt, tweak the fields, or delete the workflow at any time from your Workflows page. Paused workflows keep their run history and can be resumed later.

Which AI model runs my workflow?+

Every workflow uses Anthropic's Claude by default. On any paid plan you can add your own Anthropic or OpenAI API key and pay providers directly for unlimited runs — Pilotran only meters when it's on our shared credits.

Does Pilotran train AI models on my data?+

No. Your workflow data is only used to execute the workflows you activated. We do not train models on your data or share it with third parties.

What happens if a run fails?+

Pilotran's Failure Doctor auto-explains what broke (bad credentials, invalid input, provider rate limit, etc.) and suggests a fix. Failed runs don't disappear — you can retry any run from the Runs page.

Comparing tools?

See how Pilotran stacks up on this kind of workflow versus Zapier, n8n, Make, Relay and Gumloop.

Start your trial
Activate AI Invoice Generator to Google Drive in one click.

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