Compile Emailed Receipts Into a Monthly Expense Report Automatically
Collect receipts that arrive in your inbox all month, extract the details with AI, and generate a tidy monthly expense report ready for reimbursement.
- 1
Collect Receipts
Add a
Gmail Triggernode on aReceiptslabel so each tagged email flows in as it arrives. - 2
Extract the Details
Add an
Extract From Filenode for PDFs plus anOpenAInode returning vendor, amount, date and a spend category. - 3
Append to the Sheet
Add a
Google Sheetsnode adding each receipt as a row in the current month's tab. - 4
Generate the Monthly Report
Add a
Schedule Triggerat month-end that totals the sheet by category and emails the summary. - 5
Activate and Test
Activate both flows and forward a test receipt. Confirm it's parsed, logged, and included in the report.
Frequently asked questions
What about non-PDF receipts?
Add an OCR or vision step to read receipt images so photographed receipts are captured too.
Can I split by project?
Ask the AI to tag a project from the email context and group the report by project as well as category.