[{"data":1,"prerenderedAt":314},["ShallowReactive",2],{"content-\u002Fguides\u002Fdownload-invoices-with-claude":3,"content-doc-\u002Fguides\u002Fdownload-invoices-with-claude-inline":313},{"id":4,"title":5,"body":6,"date":293,"description":294,"extension":295,"meta":296,"navigation":308,"order":293,"path":309,"seo":310,"stem":311,"__hash__":312},"guides\u002Fguides\u002Fdownload-invoices-with-claude.md","Download invoices from a portal with the No-Code Tool and Claude",{"type":7,"value":8,"toc":282},"minimark",[9,13,20,25,28,35,46,63,73,77,79,86,111,119,123,125,132,138,142,144,147,179,182,188,192,194,197,216,222,225,229,231,245,254,258,260],[10,11,12],"p",{},"The axiom.ai skill for Claude builds a no-code automation from a plain-English description. This guide builds an automation that signs in to a portal, finds your invoices, and downloads each PDF, with no steps to place by hand.",[10,14,15],{},[16,17],"img",{"alt":18,"src":19},"Make axioms in Claude","\u002Fguides\u002Fmake-axioms-in-claude.webp",[21,22,24],"h2",{"id":23},"before-you-begin","Before you begin",[26,27],"hr",{},[29,30,31],"ul",{},[32,33,34],"li",{},"The axiom.ai skill installed in Claude Code. Open a Claude Code session and submit each command as its own message:",[36,37,43],"pre",{"className":38,"code":40,"language":41,"meta":42},[39],"language-text","\u002Fplugin marketplace add git@github.com:axiom-browser-automation\u002Fclaude-skill.git\n\u002Fplugin install axiom@axiom-skills\n\u002Freload-plugins\n","text","",[44,45,40],"code",{"__ignoreMap":42},[29,47,48,57,60],{},[32,49,50,51,56],{},"The ",[52,53,55],"a",{"href":54},"\u002Fdocs\u002Fno-code-tool\u002Fthe-builder","axiom.ai Chrome extension"," installed, so you can run the automation.",[32,58,59],{},"An axiom.ai account. If you don't have one, ask Claude to sign you up.",[32,61,62],{},"Access to the portal that holds your invoices.",[10,64,65,66,72],{},"For the full walkthrough, see ",[52,67,71],{"href":68,"rel":69},"https:\u002F\u002Faxiom.ai\u002Fbuild-in-claude#install",[70],"nofollow","Install the skill",".",[21,74,76],{"id":75},"start-the-skill","Start the skill",[26,78],{},[10,80,81,82,85],{},"Type ",[44,83,84],{},"\u002Faxiom"," in Claude to launch the skill. It confirms your API key is set, then offers a choice of what to build:",[29,87,88,95,105],{},[32,89,90,94],{},[91,92,93],"strong",{},"Build a no-code axiom"," — saved to your axiom.ai account, runs in the Dashboard, and can be scheduled.",[32,96,97,100,101,104],{},[91,98,99],{},"Build a coded axiom"," — a Node script using ",[44,102,103],{},"@axiom_ai\u002Fapi"," that you run from your own repo or CI.",[32,106,107,110],{},[91,108,109],{},"Run a saved axiom"," — trigger one you already have and poll for results.",[10,112,113,114,118],{},"For downloading invoices in this example, we will choose *",[115,116,117],"em",{},"no-code"," in our prompt.",[21,120,122],{"id":121},"describe-what-you-want","Describe what you want",[26,124],{},[10,126,127,128,131],{},"Tell Claude the outcome. When a prompt involves navigating and downloading, the skill asks whether to build a ",[91,129,130],{},"no-code axiom"," or a coded one. Choose no-code.",[36,133,136],{"className":134,"code":135,"language":41,"meta":42},[39],"Build me a no-code axiom that logs into my invoices portal,\nfinds all my invoice download links, and downloads each PDF.\n",[44,137,135],{"__ignoreMap":42},[21,139,141],{"id":140},"answer-claudes-questions","Answer Claude's questions",[26,143],{},[10,145,146],{},"The skill interviews you before it builds anything. For downloading invoices, expect it to ask:",[29,148,149,155,161,167,173],{},[32,150,151,154],{},[91,152,153],{},"The portal."," Give the login page and the page that lists your invoices.",[32,156,157,160],{},[91,158,159],{},"How to sign in."," Say if you're already signed in on your desktop, or give Claude the login fields so it can sign in at the start of the run. Keep credentials out of the prompt and enter them in the extension.",[32,162,163,166],{},[91,164,165],{},"Which links to collect."," Point Claude at the invoice download links so it grabs the right ones, by their label or a CSS selector.",[32,168,169,172],{},[91,170,171],{},"Where to save the files."," Downloads land in your Chrome downloads folder when the automation runs on your desktop, or in Google Drive when it runs in the cloud.",[32,174,175,178],{},[91,176,177],{},"How to run."," Once, or on a schedule to pull new invoices as they appear.",[10,180,181],{},"Answer each prompt and Claude assembles and configures the automation for you. You don't place any steps yourself.",[10,183,184],{},[16,185],{"alt":186,"src":187},"Summary of the no-code axiom to download invoices","\u002Fguides\u002Fsummary-no-code-download-invoice.webp",[21,189,191],{"id":190},"find-it-in-your-account","Find it in your account",[26,193],{},[10,195,196],{},"When the interview finishes, the skill uploads the automation straight to your axiom.ai account. There's no file to import.",[198,199,200,206,209],"ol",{},[32,201,202,203,72],{},"Open the axiom.ai Chrome extension, or the ",[91,204,205],{},"Dashboard",[32,207,208],{},"Find the new automation in your list.",[32,210,211,212,215],{},"Open it in the ",[91,213,214],{},"Builder"," to review or tweak any step before running.",[10,217,218],{},[16,219],{"alt":220,"src":221},"Upload an axiom for downloading invoices, made in Claude straight to you account","\u002Fguides\u002Fupload-axiom-for-downloading-invoices-made-in-claude.webp",[10,223,224],{},"You can also ask Claude to run it for you by name, and it returns a link to watch the run.",[21,226,228],{"id":227},"run-and-schedule-it","Run and schedule it",[26,230],{},[198,232,233,239,242],{},[32,234,235,236,238],{},"In the ",[91,237,214],{},", run the automation once and confirm the invoices download as expected.",[32,240,241],{},"Set a schedule if you want it to pull new invoices automatically.",[32,243,244],{},"Choose where it runs: your desktop to save files locally, or the cloud to save them to Google Drive.",[246,247,248],"blockquote",{},[10,249,250,253],{},[91,251,252],{},"Note:"," Local downloads to your Chrome downloads folder only happen on desktop runs. For scheduled cloud runs, save the files to Google Drive instead.",[21,255,257],{"id":256},"next-steps","Next steps",[26,259],{},[29,261,262,265,273],{},[32,263,264],{},"Run it once on a few invoices before scheduling the full job.",[32,266,267,268,272],{},"Prefer to write it in code? See ",[52,269,271],{"href":270},"\u002Fguides\u002Fdownload-invoices-from-a-portal","Download invoices from a portal behind a login"," with the Chrome API.",[32,274,275,276,281],{},"Explore what else the skill can build on the ",[52,277,280],{"href":278,"rel":279},"https:\u002F\u002Faxiom.ai\u002Fbuild-in-claude",[70],"Build in Claude Code"," page.",{"title":42,"searchDepth":283,"depth":283,"links":284},3,[285,287,288,289,290,291,292],{"id":23,"depth":286,"text":24},2,{"id":75,"depth":286,"text":76},{"id":121,"depth":286,"text":122},{"id":140,"depth":286,"text":141},{"id":190,"depth":286,"text":191},{"id":227,"depth":286,"text":228},{"id":256,"depth":286,"text":257},null,"Describe an invoice-download task to Claude and the axiom.ai skill builds an automation in the No-Code Tool that signs in to a portal and saves each PDF.","md",{"metaTitle":297,"type":117,"format":298,"intent_type":299,"intent":300,"tags":301,"platfrom":307,"pinned":308},"No-Code Tool invoice downloads with Claude","guide","workflow","Upload and download files",[302,303,304,305,306],"files","reporting","downloads","claude code","upload",[299],true,"\u002Fguides\u002Fdownload-invoices-with-claude",{"title":5,"description":294},"guides\u002Fdownload-invoices-with-claude","k4pE2FRxzaxVJhaZlnuBHzJPu7NoCOGqa86PMRb_wWE",{"id":4,"title":5,"body":6,"date":293,"description":294,"extension":295,"meta":296,"navigation":308,"order":293,"path":309,"seo":310,"stem":311,"__hash__":312,"metaTitle":297,"type":117,"format":298,"intent_type":299,"intent":300,"tags":301,"platfrom":307,"pinned":308},1784824788150]