Year-round automatic collection of tax receipts

The agent spots useful certificates in your email (donations, childcare, home help), files them in Drive and keeps a summary ready for tax season. Built around French tax credits; adapt the categories to your country.

L2 semi-autonomousVerified sourceBased on official documentation we checked; not tested by us yet. · updated 16/10/2026

Difficulty: Intermediate
Setup time: 1.5 h
Estimated cost: €0–5/month
Category: Legal & admin

⏱ Trigger

New email with a certificate (event) + summary on 1 April (cron)

✋ Human approval

You check the summary and file your return yourself.

→ Output

Drive folder + Sheets summary

Autonomy level 2 — Semi-autonomous (approval): Runs on its own but waits for your approval before anything sensitive.

01Connected tools

02What the agent does on its own

step 01

Detects emails containing a tax certificate.

step 02

Files the document in that year's Drive folder.

step 03

Adds amount and category to the summary sheet.

step 04

On 1 April, sends the summary for you to check.

03Agent instructions

$ instructions.txt · replace the {VARIABLES}

> Is this document a tax certificate? If so, return {"type":…,"issuer":…,"amount":…,"year":…}. Otherwise {"type":"none"}. Never estimate a missing amount.

04Limits and legal points

The summary is not tax advice. Personal data: check your LLM provider's data-processing terms (GDPR) and send it as little as possible.

05Source

https://www.impots.gouv.fr/particulier

06In the same category

#011.5 h

Scanned official letter: summary, deadline in your calendar and draft reply

Scan a letter into a Drive folder: the agent summarises it, adds the deadline to your calendar and drafts a reply if one is needed.

⏱ New scan in the "Mail" folder (event)

L2 semi-autonomousVerified source

#021 h

Weekly regulatory watch filtered for your business

Every Monday the agent reads official news from Service-Public.fr (the French government's public-information site), keeps what concerns your sector and sends you a summary with links.

⏱ Every Monday at 8am (cron)

L3 autonomousVerified source