Expense Manager Bot
AI agent for receipts and expenses
An Expense Manager Bot collects the week's receipts from your inbox, files them, and logs each one in your expense sheet. The books are clean before review.
What the Bot does
- Searches your inbox for the week's receipts and invoices.
- Saves each file to a receipts folder.
- Logs vendor, amount, date, and category in your expense sheet.
- Flags large or uncategorized expenses.
What waits for you
- Saving files and writing rows are app writes, so they wait for your approval unless you always allow them.
- Messages asking teammates to fill in a category wait for your approval.
Reading your apps needs no approval. Anything that writes to them waits for you. How approvals work
Apps and schedule
- Apps in the starter prompt
- Gmail, Google Drive, Google Sheets, Slack
- When it runs
- Every Friday afternoon, as a routine
You connect each app yourself, and the Bot asks for the ones it needs the first time it runs. A site without a connection can be opened in the Bot's browser on its cloud computer. Swap in the apps your team uses.
Starter prompt
Paste this into a new Bot and edit the details to fit your work.
Every Friday at 4pm, search my Gmail for this week’s receipts and invoices, save the PDFs to a “Receipts 2026” folder in Google Drive, and log the vendor, amount, date, and category of each in my “Expenses” Google Sheet. Flag anything over $500 or without a clear category, and DM the person who spent it on Slack to fill it in.
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