Expense tracking from receipts with monthly reports

The scenario catches receipts in your inbox, logs the amounts in a sheet, and emails a monthly report with a chart and insights.

  • Finds receipts in your inbox and logs them
  • Checks for duplicates before saving
  • Totals the month and builds a chart
  • Emails you a ready report
Set it up for yourselfScriptera

How it works

To move data from Microsoft Outlook to Google Sheets automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Monthly Report Trigger
  2. Then: Generate Month Range
  3. Then: Read All Finance Data
  4. Then: Aggregate Monthly Data
  5. Then: AI: Generate Insights
  6. Then: Generate Chart & Final Data
  7. Then: Send Monthly Report
  8. Then: Fetch Receipt Emails
  9. Then: Get Email with Attachments
  10. Then: Parse Email Body & Check Attachments
  11. Then: AI: Extract Receipt Data (GPT-4o)
  12. Then: Clean & Parse AI Output
  13. Then: Check for Duplicates
  14. Check: Filter: Skip if Missing Vendor
  15. If yes: Append to Finance Sheet
  16. Then: User Config

You can launch this Microsoft Outlook + Google Sheets integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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