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Get every supplier invoice into one Gmail label for your bookkeeper
Your bookkeeper asks for last quarter's invoices and you spend an evening searching. Set up Gmail filters that label every bill as it arrives.
The prompt · ChatGPT
Help me get all my supplier invoices into one Gmail label. My business: [what you do] Regular suppliers and their sender addresses: [paste them] How invoices usually arrive: [e.g. PDF attached, "Your invoice" in the subject] Other bills by email: [e.g. phone, software, fuel cards] Who needs them: [e.g. my bookkeeper every quarter] Ask me up to 3 short questions first if anything important is missing. Wait for my answers. Then: 1. A Gmail search string to test first, using from:, subject: and has:attachment or filename:pdf. 2. Filter rules that apply one label (e.g. Invoices) and, if I want, skip the inbox. 3. A second search to catch older invoices already in my inbox, using after: and before: dates. 4. A quarterly 5-minute routine for sending them to my bookkeeper. 5. A warning for anything the rules might miss. Only use what I've told you, leave blanks for anything I haven't given, and don't invent facts or figures. UK English. Stay in this ChatGPT chat. Do not turn on apps or connectors, and do not use memory from another chat.
A short example
Fill the blanks, then paste. what you do: a short note you already have. paste them: a short note you already have. Leave the rest of the prompt as written.
This does not give tax advice. The books stay in the accounting system.
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