Extract Spend Details
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Extracts spend details from emails and stores them in a Google Sheet.
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About This Workflow
Overview
This workflow is designed to automatically extract detailed spend information from your emails. It first identifies and retrieves relevant emails using Gmail triggers, then extracts specific data from attached invoice and payment PDFs. The extracted information is then processed by an HTML extraction node to find spend details, split out individual spend items, and finally structured using a Google Gemini model. The processed data, including date, service, details, amount, category, currency, and card used, is then sent to a Google Sheet for easy tracking and analysis.
Key Features
- Automatically fetches emails containing invoice and payment information.
- Extracts data from PDF attachments.
- Parses HTML content to identify spend details.
- Splits out individual spend entries for detailed analysis.
- Leverages Google Gemini for structured data parsing and categorization.
- Logs processed spend data into a Google Sheet.
How To Use
- Configure Gmail Triggers: Set up the 'Get invoice' and 'Get payment' nodes with your desired Gmail filters to trigger the workflow when specific emails arrive.
- Provide PDF Password: If your PDF attachments are password-protected, update the
YOUR_PASSWORD_HEREplaceholder in the 'Extract invoice' and 'Extract payment' nodes. - Define HTML Selectors: In the 'HTML' node, customize the
cssSelectorvalue to accurately target the spend details within your email's HTML structure. The default is.spend-table, which might need adjustment based on your email format. - Set up Google Gemini: Ensure your Google Gemini API credentials are correctly configured in the 'Google Gemini Chat Model' node.
- Define Output Schema: Review and adjust the
inputSchemain the 'Structured Output Parser' node to precisely match the expected structure and types of your spend data. Ensure theenumvalues forcategoryandcurrencyare appropriate. - Configure Google Sheets: Set up the 'Send' node with your Google Sheet credentials and specify the correct sheet and columns for data logging. Map the output fields from the parser to your sheet columns.
Apps Used
Workflow JSON
{
"id": "83abb356-aa07-4284-99ab-93e827c70c5b",
"name": "Extract Spend Details",
"nodes": 0,
"category": "Finance Automation",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 83abb356-aa07...
About the Author
Crypto_Watcher
Web3 Developer
Automated trading bots and blockchain monitoring workflows.
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