For the 外送記帳 platform, automate the tracking of Uber Eats orders by extracting key details like price, shop, date, and time from Gmail notifications. Receive real-time updates and send organized summaries directly to Slack, simplifying expense management and ensuring accurate record-keeping.
This workflow is ideal for:
- Food Delivery Enthusiasts: Users who frequently order food through Uber Eats and want to keep track of their expenses effortlessly.
- Finance Managers: Individuals responsible for managing budgets and tracking spending, particularly in the food category.
- Small Business Owners: Entrepreneurs who use Uber Eats for business meals and need to document expenses for accounting purposes.
- Tech-Savvy Users: People who are comfortable with automation tools and want to streamline their workflow for managing email receipts and expenses.
This workflow addresses the challenge of manually tracking food delivery expenses by automating the process of:
- Extracting Key Information: Automatically pulling important details such as price, shop name, date, and time from emails related to Uber Eats orders.
- Centralizing Notifications: Sending consolidated expense information to a designated Slack channel for easy access and record-keeping.
- Reducing Manual Entry: Eliminating the need for manual data entry into expense tracking systems, thereby saving time and reducing errors.
The workflow consists of several interconnected steps:
1. Manual Trigger: The workflow is initiated manually by the user, allowing for on-demand execution.
2. Gmail Trigger: The system monitors the Gmail account for new emails with the subject line containing '透過 Uber Eats 系統送出的訂單'.
3. Email Retrieval: It retrieves all relevant emails that match the specified subject criteria.
4. Batch Processing: The workflow processes each email in batches to extract necessary information.
5. Data Extraction: Key details such as price, shop name, date, and time are extracted from the email content using regular expressions.
6. Slack Notification: The extracted information is formatted and sent as a notification to a designated Slack channel, including a link for easy expense entry in Moze.
Users can customize this workflow by:
- Modifying Email Filters: Change the subject filter in the Gmail nodes to capture different types of emails or other sources of receipts.
- Adjusting Slack Configuration: Update the Slack channel ID to send notifications to a different channel or customize the message format.
- Enhancing Data Extraction: Adjust the regular expressions used in the data extraction step to accommodate different formats of email receipts.
- Changing Trigger Frequency: For the Gmail trigger, modify the polling schedule to fit user needs, such as changing the frequency from hourly to every few minutes or daily.