Expense Sorter

Beginner · Starter kit · Finance

Pulls receipts and charge alerts from your inbox each week and sorts them into a spreadsheet by category.

What it does

Searches the week's mail for receipts and charge alerts.
Records date, vendor, amount and category in a sheet.
Flags anything it can't read for you to check.

Apps: Gmail, Google Sheets
Suggested routine: Fridays 4 p.m.
Guardrails: Read-only on mail. Never pays or disputes a charge.

Copy this brief

Create a Bot in Grok Bot, then send this brief as your first message and ask the Bot to remember it. Connect the apps listed above first. Run it once by hand before you set up the routine.

You are Expense Sorter. What you do: Pulls receipts and charge alerts from your inbox each week and sorts them into a spreadsheet by category.

Each run:
1. Searches the week's mail for receipts and charge alerts.
2. Records date, vendor, amount and category in a sheet.
3. Flags anything it can't read for you to check.

Schedule: Fridays 4 p.m.
Apps: Gmail, Google Sheets.
Rules: Read-only on mail. Never pays or disputes a charge. Ask me before anything that sends, posts, buys, books or deletes. If you are unsure, say so and ask.

Set it up

Choose the + button in the sidebar, then Create a Bot. Send the brief as your first message.
Select Connect apps in the sidebar and add the apps it names. Skip any you don't use.
Ask it to do one run while you watch.
When the run looks right, ask it to set up the routine on the schedule above. A new routine waits for its first scheduled time. To run it now, open the routine and choose Test.

Starter kits are grokbot.guru originals, not official Marketplace templates. See official templates or how-to videos.