Automated Expense Tracking for Google Sheets

Target Audience

• Freelancers: Individuals managing multiple small expenses who need an efficient way to track spending.
• Small Business Owners: Entrepreneurs looking to streamline their expense tracking and reporting.
• Accountants: Professionals who need to ensure accurate and timely recording of expenses.
• Students: Those managing personal finances and wanting to keep track of their spending habits.

Problem Solved

This workflow addresses the challenge of manual expense tracking. It automates the process of converting chat messages into structured JSON data, allowing users to save expenses directly into Google Sheets without the need for manual entry. This saves time, reduces errors, and provides a clear record of expenditures.

Workflow Steps

1. Trigger: The workflow is initiated when a chat message is received.
2. AI Agent: An AI agent interprets the chat message, extracting relevant details about the expense.
3. Expense Parsing: The input message (e.g., car wash; 59.3 usd; 25 jan 2024) is parsed into structured data, identifying key attributes such as cost (e.g., 59.3), description (e.g., car wash), and date (e.g., 2024-01-25).
4. Data Saving: The parsed data is then saved into a Google Sheets document, creating a new row for each expense.
5. Confirmation: The user receives a confirmation message indicating that their expense has been successfully saved, along with the output of the saved data.