Automatically extracts expense information from email receipts using OCR technology, logs to accounting spreadsheet, and sends weekly expense summaries via Slack DM.
Finance
What does this agent do?
Monitors Gmail for expense receipts from vendors like Amazon, Uber, food delivery, software subscriptions etc.
Uses OCR technology to extract expense details from receipt images and PDFs, then auto-categorizes transactions.
Automatically creates organized Google Drive folder structure and stores receipts.
Logs expenses to Google Sheets and sends a summary via Slack DM.
Steps to set up this template:
Connect your existing accounts
Step 1
Talk to chat to customise further
Step 2
Test your agent
Step 3
Publish and go live
Step 4
Press enter or space to select a node. You can then use the arrow keys to move the node around. Press delete to remove it and escape to cancel.
Press enter or space to select an edge. You can then press delete to remove it or escape to cancel.
