Automate Expense Tracking From Emails to Google Sheets
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Effortlessly capture and organize your business expenses by automatically extracting data from email receipts. This workflow scans your inbox for expense-related emails, processes attached receipts, and logs the information directly into your Google Sheet for seamless financial management.
About This Workflow
Tired of manually logging every expense? This n8n workflow automates the tedious task of expense tracking. It begins by monitoring your inbox for emails containing keywords like 'expenses' or 'receipts' in the subject line. Upon detection, it leverages AI-powered OCR to read and extract key information from attached receipt files, such as the date, description, category, currency, and total amount. This extracted data is then neatly organized and appended to a designated Google Sheet, providing a centralized and easily accessible record of your financial transactions. Streamline your bookkeeping and gain better control over your finances with this powerful automation.
Key Features
- Intelligent Email Monitoring: Automatically scans your inbox for expense-related emails using customizable subject line patterns.
- AI-Powered Receipt Processing: Utilizes OCR technology to extract crucial data from receipt attachments.
- Seamless Google Sheets Integration: Appends all extracted expense details directly to your Google Sheet for easy organization and analysis.
- Configurable Data Extraction: Extracts and maps specific fields like date, description, category, currency, and total amount.
- Automated Workflow: Reduces manual data entry, saving you time and minimizing errors.
How To Use
- Connect Your Email Account: Configure the 'Check for new emails' node with your IMAP account credentials (e.g., Gmail).
- Define Expense Keywords: In the 'Setup Variables' node, customize the
subjectPatternsvariable to match the keywords commonly found in your expense-related email subjects. - Set Up Receipt Processing: Ensure your Mindee Receipt account is connected to the 'Read Receipts' node and that your emails typically contain receipts as attachments.
- Map Data to Columns: In the 'Set column data' node, adjust the JavaScript expressions to accurately map the extracted receipt data (Date, Description, Category, Currency, Amount) to your desired Google Sheet columns.
- Configure Google Sheets Destination: In the 'Add to Google Sheet' node, provide your Google Sheet ID and ensure your Google Cloud credentials are set up for OAuth2 authentication. Specify the desired sheet range (e.g., 'A:E').
- Activate the Workflow: Once configured, enable the workflow to start automatically processing incoming expense emails.
Apps Used
Workflow JSON
{
"id": "65781afb-eabd-4e24-ad70-93ee7802433b",
"name": "Automate Expense Tracking From Emails to Google Sheets",
"nodes": 21,
"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: 65781afb-eabd...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
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