GoonHow to Automatically Extract Expenses from Emails and Update a Database
Introduction
In this article, we will discuss how to create an automation that extracts expenses from emails and updates a database. This process involves setting up a workflow that uses Gmail, Google Sheets, and Make (formerly Integromat) to automate the extraction and update process.
Setting Up the Workflow
To start, we need to set up a workflow in Make that connects our Gmail account to our Google Sheets database. The first step is to create a trigger that watches for new emails in our Gmail account. We can use the "Watch emails" module in Make to achieve this.
Setting Up the Trigger
In the "Watch emails" module, we need to set up a trigger that watches for new emails in our Gmail account. We can specify the label that we want to watch, and in this case, we are watching for emails labeled as "Operations - Software Expenses".
Connecting to Google Sheets
Next, we need to connect our Google Sheets database to the workflow. We can use the "Update a spreadsheet row" module in Make to achieve this.
Extracting Expenses from Emails
To extract expenses from emails, we can use the "Open AI" module in Make. This module uses artificial intelligence to extract data from text.
Updating the Database
Once we have extracted the expenses from the email, we can update our Google Sheets database using the "Update a spreadsheet row" module.
Conclusion
In conclusion, creating an automation that extracts expenses from emails and updates a database is a powerful way to streamline your financial management process. By using Make, Gmail, and Google Sheets, we can create a workflow that automates the extraction and update process, saving us time and reducing errors.
