ExpenseBot

How does the Gmail Agent automation work?

Once enabled, ExpenseBot checks your connected Gmail accounts once each day for new receipts and income. You do not need to start each daily scan yourself.

Once enabled, ExpenseBot checks your connected Gmail accounts once each day for new receipts and income. You do not need to start each daily scan yourself.

To confirm it is running: open Settings → Automation Hub. Under Receipt and income collection, make sure Gmail Auto Scanning is on. If you connected additional Gmail accounts, you can choose which of those inboxes participate in the daily scan.

The scanner adds useful new activity to your ExpenseBot records and master spreadsheet. If nothing new or actionable is found, ExpenseBot does not send an empty scan-complete email.

Under Scan result emails, choose After scans with new activity (the default) or Weekly digest. Weekly digest combines routine successful results into one Monday email, but Gmail still scans every day. A problem, an item needing review, or a scan you started yourself is emailed right away in either mode.

Important: the Weekly, Monthly, Quarterly, and Yearly choices under Scheduled email reports control those report emails only. Use Scan result emails inside the Gmail Scanner card to change automatic-scan email timing. Neither setting changes the once-daily Gmail scan.

If business receipts or income arrive in another Gmail account, open Scan Gmail for receipts & income → Add Gmail. Subscribers can connect up to 3 Gmail accounts, and all captured activity is organized in the same ExpenseBot account. See Multiple Gmail accounts.

Missed a receipt? Apply the ExpenseBot label to it in Gmail and it will be picked up during the next daily scan.

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AI extracts every receipt into a Google Sheet you own. Gmail scan, mileage, tax reports, profit-by-client. No credit card needed.

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