Forms & Surveys
Create invoice drafts from chat or forms with Claude and Google Workspace
When a form is submitted, it processes form answers with Claude using Gmail, Google Drive.
What it does
## Create invoice drafts from a sentence, without letting AI do the math Ask in Google Chat or on a form: "Aoba, September" or "Blue Harbor の先月分". Claude only reads who and which month. Code checks that reading against your words and computes every amount and date from your Google Sheet. Then a copy of your Google Docs template is filled in, saved as PDF and attached to a Gmail draft. Nothing is sent: a person opens the draft and sends it. ### It stops instead of guessing - a customer not in the Customers tab, or words that do not match its name - no month, or a month Claude read differently from the words - no lines, too many lines, or a quantity or price that is not a number - an invoice number that was already created (set its status to void to redo it) ### Setup 1. Credentials: Google Sheets, Google Drive, Google Docs, Gmail (OAuth2) and Anthropic. 2. Make a spreadsheet with tabs Customers, Items, Invoices and a Google Docs template (columns and placeholders in the description). 3. In Config, paste the spreadsheet ID and template doc ID and write your company details. 4. Try the form first. For Google Chat, see section 1.
The steps
- Request form
- Google Chat event
- Chat settings
- Read the chat event
- Is it a request?
- Reply in Chat
- Config
- Read the spreadsheet
- Parse the sheets
- Claude Haiku 4.5
- Read the request
- Check the reading
- Reading OK?
- Build the invoice
25 steps in total.
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