Set up a Gumloop account. You can sign up for free to test the platform out
Click the link above and copy the workflow by pressing the copy button in the top right
Click on “Show More Options” in the Gmail Reader, and click “Add New Credential.” Login to the Gmail account you’d like to monitor for receipts
Run the same process for Google Sheets and Google Drive
Make a copy of this google sheet and copy the link to it
Click into the Receipt Processor Subflow (bottom) and update the two google sheet writers to write to your new sheet. Make sure to connect the inputs to the columns to which you’d like to write
Create a new google drive folder to store the receipt PDFs
Update the Google Drive writer to write to that folder
Repeat step 6-8 for your Refund Processing subflow
In the main flow, add your slack credentials (or delete the slack nodes if you don’t want to worry about error messages)
If you want to forward the receipt to anyone (your bank, accountant, etc), adjust the recipient in the gmail sender node in the bottom left
Finally, go to the “Single Email Processor” subflow, and turn on the trigger on the Gmail Reader node