Extract expenses from emails and add to Google Sheet

This workflow is ideal for:

• Small Business Owners: To efficiently manage and track expenses from receipts received via email.
• Freelancers: To automate expense tracking, saving time on manual entry.
• Accountants: To streamline the process of collecting and organizing financial data from clients.
• Individuals: Who want to maintain a personal budget by keeping track of their spending without manual effort.

This workflow addresses the challenge of manually tracking and organizing expenses from email receipts. It automates the extraction of important data like dates, amounts, and categories from emails, ensuring that users can easily maintain accurate financial records without tedious manual entry.

1. Check for New Emails: The workflow starts by checking the user's email inbox for any new emails.
2. Setup Variables: It sets up necessary variables, including a regex pattern to identify relevant emails containing keywords like expenses or receipt.
3. Check Subject: The workflow checks the subject of each email against the defined patterns to determine if it contains receipts.
4. Read Receipts: If a matching email is found, it uses Mindee to extract data from the receipt attachment, capturing essential details such as date, amount, currency, and category.
5. Set Column Data: The extracted data is organized into a structured format, preparing it for entry into a Google Sheet.
6. Add to Google Sheet: Finally, the structured data is appended to a specified Google Sheet, allowing for easy tracking and analysis of expenses.