Parse Receipt Emails and Auto-Create Expense Reports

1. 1

   Set up Gmail filter to forward receipts to Zapier email webhook

2. 2

   Use Zapier Email Parser to extract vendor, amount, date

3. 3

   Send to OpenAI API to categorize expense (travel, meals, software)

4. 4

   Append to Google Sheets expense log with employee name

5. 5

   Monthly: Generate summary report by category for finance review

Template outline

The structure to recreate in your own workspace. Field names and thresholds are starting points.

Zapier Flow:
1. Trigger: Email webhook (forward receipts to zapier@...)
2. Email Parser: Extract amount, date, vendor
3. OpenAI: Classify expense category
   - Prompt: "Categorize this expense as Travel, Meals, Software, Office, or Other: {{vendor}} {{amount}}"
4. Google Sheets: Append row
5. Filter: If amount > 500, notify finance lead in Slack