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Expense Report Processor

Example prompt: "When I forward a receipt email, extract the vendor name, amount, and date, add a row to my expense tracking Google Sheet, and flag anything over 500 pounds for approval."

How to automate expense reporting with GloriaMundo

The Problem

Expense tracking is one of those tasks that is simple in theory and tedious in practice. Each receipt needs to be opened, the key details extracted — vendor, amount, date, category — and then manually entered into a spreadsheet or expense system. Most people batch this work and do it at the end of the month, by which point half the receipts are buried in email threads and the details are hazy. The result is incomplete expense reports, delayed reimbursements, and finance teams chasing people for missing information.

How GloriaMundo Solves It

We build a workflow that triggers when you forward a receipt email to a designated address or label. An LLM step reads the email body and any attached receipt, extracting the vendor name, transaction amount, currency, date, and a best-guess expense category (travel, meals, software, etc.). A conditional step checks whether the amount exceeds a threshold — say, 500 pounds — and routes high-value expenses for approval. An integration step adds a row to your expense tracking Google Sheet with all the extracted fields. For amounts above the threshold, a Slack message is sent to your manager or finance contact for review. Glass Box preview shows you the extracted data and the spreadsheet row before anything is written, so you can correct any misreads.

Example Workflow Steps

  1. Trigger (integration): Fires when an email is forwarded to a designated receipts label in Gmail.
  2. Step 1 (LLM): Read the email body and any attachments to extract vendor name, amount, currency, date, and expense category.
  3. Step 2 (conditional): Check whether the amount exceeds 500 pounds. If so, flag for approval.
  4. Step 3 (integration): Add a row to the expense tracking Google Sheet with the extracted details.
  5. Step 4 (conditional): If flagged for approval, continue to the notification step. Otherwise, the workflow ends.
  6. Step 5 (integration): Send a Slack message to the finance approver with the expense details and a link to the spreadsheet row.

Integrations Used

  • Gmail — source of forwarded receipt emails
  • Google Sheets — expense tracking spreadsheet where each receipt is logged as a row
  • Slack — notification channel for high-value expenses that need approval

Who This Is For

Individual contributors, freelancers, and small team managers who track expenses manually in spreadsheets and want to reduce the data entry burden without adopting a full enterprise expense management system.

Time & Cost Saved

Manually entering receipt details into a spreadsheet takes 2-3 minutes per receipt. For someone processing 30-40 receipts per month, that is 1-2 hours of data entry. This workflow reduces the effort to forwarding the email and reviewing the extracted data in the Glass Box preview — roughly 15-20 seconds per receipt. Over a month, that saves an hour or more of tedious work, and the real benefit is that expenses are logged immediately rather than batched at month-end. The workflow uses LLM and conditional steps, costing a few credits per receipt.