Effortlessly Track Expenses with AI-Powered Gmail Receipt Auto-Saving
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Automate your expense tracking by having your AI assistant automatically extract and organize receipt data from your Gmail inbox directly into a Google Sheet. Save time and reduce manual data entry for seamless financial management.
About This Workflow
Tired of manually sifting through your inbox for receipts and logging them into spreadsheets? This n8n workflow leverages the power of AI and your existing Google services to automate the entire process. Every morning, it scans your unread Gmail emails for attachments, identifies potential receipts, and uses a sophisticated AI agent (powered by GPT-4) to intelligently extract crucial details like date, merchant, category, and amounts. The extracted information is then precisely structured and appended to a Google Sheet, providing you with an organized and up-to-date record of your expenses. This solution is perfect for individuals and small businesses looking to streamline their financial tracking and gain better insights into their spending.
Key Features
- Intelligent Receipt Extraction: Utilizes advanced AI to accurately pull key financial data from receipt text.
- Automated Gmail Integration: Seamlessly connects with your Gmail account to fetch unread emails with attachments.
- Daily Scheduled Runs: Automatically processes your receipts every day at 8 AM, ensuring timely updates.
- Structured Data Output: Organizes extracted information into a clean, predefined JSON format.
- Google Sheets Integration: Appends all extracted receipt data directly into your specified Google Sheet for easy analysis.
How To Use
- Connect Gmail: Authorize n8n to access your Gmail account using the
gmailOAuth2credential. - Configure Email Filters: In the 'Get Emails with Receipts' node, specify the label and read status to target relevant emails (e.g., 'unread' emails with 'has:attachment' and a specific label).
- Download Attachments: Ensure the 'Download Attachment' node is correctly configured to retrieve attachments from your emails.
- Set Up AI Agent: Configure the 'AI Agent' node with your prompt, defining the exact fields you want to extract and the desired JSON output format.
- Define Output Schema: In the 'Structured Output Parser' node, meticulously define the JSON schema that the AI agent should adhere to, matching the expected fields.
- Map Data to Google Sheets: Connect your Google account using the
googleSheetscredential and configure the 'Append to Google Sheet' node, mapping the extracted fields from the AI output to your sheet's columns. - Schedule Workflow: Adjust the 'Schedule Trigger' to run the workflow at your desired daily interval (e.g., 8 AM as default).
Apps Used
Workflow JSON
{
"id": "4dc4394a-4a87-43c0-a0b0-16ff4de466b6",
"name": "Effortlessly Track Expenses with AI-Powered Gmail Receipt Auto-Saving",
"nodes": 18,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 4dc4394a-4a87...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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