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Decisional
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Assistant

AvatarDecisionalnow
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Decisional is the easiest way to automate work

Create Agents that write their own code and execute work in a spreadsheet. 10X simpler than node based workflow builders.

Configure in Natural Language

Give your Agent a job description in plain english

Email Receipt Tracker

Live
18 Mar 2024
DT
Daily at 9:00 AM EST
Gmail

Instructions

Monitor my Gmail inbox continuously for emails containing receipts and invoices. Scan both the email subject and body for receipt indicators. Look for common receipt patterns including:

  • Subject lines containing "receipt", "invoice", "order confirmation", "purchase", "payment received", or "transaction"
  • Emails from common retailers (Amazon, Target, Walmart, etc.) and service providers (utilities, subscriptions, SaaS)
  • PDF attachments with receipt formatting or inline HTML receipts
  • Order numbers, tracking numbers, or confirmation codes in the subject or body

For each receipt identified, extract the following information with high accuracy:

  • Merchant name: Extract the business or vendor name, standardizing common variations (e.g., "AMZN" → "Amazon")
  • Purchase date: Parse the transaction date in YYYY-MM-DD format
  • Total amount: Identify the final total (after tax and fees), removing currency symbols and formatting as a decimal number
  • Payment method: Identify the card type and last 4 digits if available (Visa ****1234)
  • Category: Auto-categorize based on merchant (groceries, utilities, entertainment, shopping, dining, transport, subscriptions, etc.)
  • Tax amount: Extract sales tax or VAT amount if separately listed
  • Items purchased: For major purchases, list line items and quantities

Add each receipt as a new row in the "Expenses 2024" Google Sheet. Populate columns: Date, Merchant, Category, Amount, Tax, Payment Method, and Notes. Apply conditional formatting: green for <$50, yellow for $50-$200, red for >$200.

For recurring subscriptions (Netflix, Spotify, utilities), tag them as "recurring" and track month-over-month changes. Alert me via email if any subscription increases by more than 10%.

Handle edge cases: duplicate emails, refunds (mark with negative amounts), partial refunds, and multi-currency transactions (convert to USD using current exchange rates).

Manage with a Spreadsheet

Your Agent uses a spreadsheet that you can review in realtime to track and complete its work.

A
B
C
D
E
F
1
Date
Status
Merchant
Category
Amount
Tax
2
03/1/24
Complete
Amazon
Shopping
$45.99
$3.68
3
03/2/24
Complete
Starbucks
Dining
$54.49
$4.36
4
03/3/24
Complete
Netflix
Subscriptions
$62.99
$5.04
5
03/4/24
Complete
Uber
Transport
$71.49
$5.72
6
03/5/24
Complete
Target
Retail
$79.99
$6.40
7
03/6/24
Complete
Walmart
Groceries
$88.49
$7.08
8
03/7/24
Complete
Apple
Tech
$96.99
$7.76
9
03/8/24
Complete
Best Buy
Electronics
$105.49
$8.44
10
Processing
11
Processing
12
Processing
13
Processing
14
Queued
15
Queued

Control with Human Feedback

Your Agent asks for your approval when necessary.

Job 3 of 12
Job Execution Details
This job requires your review
What happened
Prepared follow-up email to client regarding overdue invoice. Email draft includes payment link and updated terms.
Job summaryNeeds Review
Run ID
run_abc123xyz789
Job ID
job_456def
Row reference
Row 8
Duration
2.3s
Timestamp
14:32:18
Actions3 actions
Fetch client data from spreadsheet
0.8s
Generate email draft with payment link
1.2s
Validate email content and recipients
0.3s
Approval Required
Ready to send follow-up email to client@acmecorp.com regarding overdue payment

Integrates with your favorite tools

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Gmail
Slack
Linear
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Bill
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Crunchbase
Ahrefs