Client Invoice Manager

Intermediate

ai finance google-drive automation frontend

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Client Invoice Manager

Save clients with AI extraction, generate PDF invoices from plain text descriptions, and upload them automatically to Google Drive all from a single workflow.

Client Invoice Manager is a full-stack automation that combines AI text extraction with PDF generation and Google Drive integration to handle the full client-to-invoice lifecycle with minimal manual input.

What it does

• Client management : Paste any free-form text about a client and save-client uses OpenAI to extract structured fields (name, email, company, address) and stores them in a SQL database
• Client listing : Browse all saved clients via list-clients
• Invoice generation : Describe invoice details in plain text, pick a client, and generate-invoice uses OpenAI to extract line items, calculates totals, renders a PDF invoice, and uploads it to Google Drive automatically

Environment variables (.env / keyring on apps)

Variable	Purpose
HABITS_OPENAI_API_KEY	OpenAI API key for client data and invoice content extraction
HABITS_GOOGLE_DRIVE_CLIENT_ID	Google OAuth 2.0 Client ID for Drive upload
HABITS_GOOGLE_DRIVE_CLIENT_SECRET	Google OAuth 2.0 Client Secret for Drive upload
HABITS_GOOGLE_DRIVE_FOLDER_ID	Target Google Drive folder ID where invoices are uploaded

How to set up

1. Copy .env.example to .env and fill in your credentials.
2. Create a Google Cloud project, enable the Google Drive API, configure the OAuth consent screen, and create OAuth 2.0 credentials with http://localhost:13000/oauth/bit-google-drive/callback as the redirect URI.
3. On first server start, open the printed authorization URL in your browser and grant Drive access.
4. Create (or reuse) a Google Drive folder and copy its ID from the URL into HABITS_GOOGLE_DRIVE_FOLDER_ID.
5. Run save-client to add clients, then generate-invoice to create and upload invoices.

Tech stack

• habits framework for workflow orchestration
• OpenAI (@ha-bits/bit-openai) for natural-language client data extraction and invoice line-item parsing
• SQL database (@ha-bits/bit-database-sql) for client record storage
• Google Drive (@ha-bits/bit-google-drive) for automatic PDF invoice upload
• Frontend habit for interactive client and invoice management UI

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Run Your .habit File

Run on Mobile

• [ ] Download the Cortex App from store or the downloads page
• [ ] Open the Cortex App on your device
• [ ] Tap "Open Habit" or "+" button
• [ ] Select your .habit file from your device storage
• [ ] The habit will be loaded and ready to run

Run on Desktop

• [ ] Download the Cortex App for your platform from the downloads page
• [ ] Install and open the Cortex App
• [ ] Click "Open Habit" or drag & drop your .habit file
• [ ] The habit will be loaded and ready to run
• [ ] Optional: Place a .env file in the same directory as your .habit file to override environment variables

Run on Server

Run your .habit file as a server using the Cortex CLI:

# Install and run in one command
npx @ha-bits/cortex --config ./your-app.habit

• [ ] Make sure Node.js 20+ is installed
• [ ] Run the command above with your .habit file path
• [ ] Server will start on the specified port (default: 3000)
• [ ] Access the app at http://localhost:3000
• [ ] Optional: Place a .env file next to your .habit file - it will automatically override any embedded environment variables

Run Serverless

For serverless or containerized deployments, we recommend using Docker:

# Using Docker (recommended for serverless)
docker run -p 3000:3000 -v $(pwd)/your-app.habit:/app/habit.habit \
  node:20-alpine npx @ha-bits/cortex --config /app/habit.habit --host 0.0.0.0

Or create a Dockerfile:

FROM node:20-alpine
WORKDIR /app
COPY your-app.habit ./
COPY .env ./ # Optional: include environment variables
RUN npm install -g @ha-bits/cortex
EXPOSE 3000
CMD ["cortex", "--config", "./your-app.habit", "--host", "0.0.0.0"]

• [ ] Create a Dockerfile or use the Docker run command above
• [ ] Deploy to your preferred cloud provider (AWS, GCP, Azure, etc.)
• [ ] Configure environment variables via your cloud provider's secrets management
• [ ] Set up health checks at /habits/base/api endpoint

Workflow Visualization

Requirements

• OPENAI_API_KEY (OpenAI API key)
• GOOGLE_DRIVE_CLIENT_ID (Google OAuth 2.0 Client ID)
• GOOGLE_DRIVE_CLIENT_SECRET (Google OAuth 2.0 Client Secret)
• GOOGLE_DRIVE_FOLDER_ID (Target Google Drive folder ID for uploads)

Quick Start

Run using the Habits CLI wrapper, recommended if you develop local Habits

# First, download the example files
npx habits@latest cortex --config ./client-invoice-manager/stack.yaml

Download client-invoice-manager.habit

Get in touch

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