Email Invoice Upload to NextCloud

Target Audience

• Small Business Owners: Those who manage invoices and want to automate the process of saving email attachments to a cloud storage service.
• Accountants: Professionals looking to streamline their workflow by automatically organizing and storing invoices from emails.
• Freelancers: Individuals who receive multiple invoices and need an efficient way to manage and archive them.
• IT Professionals: Tech-savvy users who want to integrate email and cloud storage solutions for better productivity.

Problem Solved

This workflow automates the tedious task of manually saving email attachments, specifically invoices, to NextCloud. By using this workflow, users can:

• Save Time: Eliminate the need to download and upload files manually.
• Reduce Errors: Minimize the chances of misplacing or misnaming files.
• Organize Efficiently: Automatically categorize invoices by date and sender, ensuring easy access and retrieval.

Workflow Steps

1. IMAP Email Node: The workflow begins by connecting to an email account via IMAP, specifically targeting the 'Invoices' mailbox. It retrieves all emails with attachments.
2. Map Each Attachment Node: For each email, the workflow processes the attachments:
   • It sanitizes filenames to avoid issues with special characters.
   • It extracts the sender's name and the date from the email.
   • Each attachment is transformed into a separate item for further processing.
3. Nextcloud Node: Finally, the workflow uploads each processed attachment to NextCloud, saving it in a structured format that includes the date and sender's name in the filename. This ensures that all invoices are organized and easily searchable.