Accountants and Bookkeepers: Professionals who need to efficiently process and record transaction data from various email sources. - Small Business Owners: Individuals managing their own finances who require automated tracking of expenses and payments. - Financial Analysts: Experts who analyze spending patterns and financial data for insights and reporting. - Individuals with Multiple Payment Methods: Users who receive various transaction notifications and need to consolidate them for personal finance management.
Problem Solved
Automates the extraction and organization of transaction details from invoices and payment notifications received via email, reducing manual data entry and the potential for errors. - Provides a structured format for accounting records, making it easier to track expenses, categorize them, and analyze financial data. - Integrates with Google Sheets, allowing for seamless updates and access to financial data in a familiar environment.
Workflow Steps
Trigger Emails: The workflow starts by monitoring a Gmail account for incoming emails with specific labels related to invoices and payments. - Extract Attachments: It downloads and processes attachments from these emails, specifically PDFs containing transaction details. - HTML Extraction: The workflow extracts relevant spending information from the email body using CSS selectors, focusing on elements tagged with .spend-table. - Data Structuring: Extracted data is parsed into structured formats, including essential fields like date, amount, service, category, and currency. - Conditional Logic: The workflow uses a switch node to handle different types of emails (multiple payments, single payments, invoices) and directs the flow accordingly. - Data Insertion: Finally, the structured transaction details are appended to a designated Google Sheet for easy access and analysis.
Customization Guide
Email Filters: Users can modify the Gmail filters to include or exclude specific labels based on their email organization preferences. - Parsing Logic: Adjust the CSS selectors in the HTML extraction step to target different HTML structures if the email format changes. - Schema Modifications: Customize the input schema for structured output parsers to include additional fields relevant to your accounting needs. - Google Sheets Configuration: Change the target Google Sheet and column mappings to fit your specific data organization requirements, ensuring the output aligns with existing records.