← Back to Use Case Library
Operations

Expense reports without the spreadsheet

Example prompt from Operator

Pull receipts from my Gmail for this month, categorize them, and drop a CSV into Drive.

Operator

Stop hunting for receipts. Dex scans your inbox for transactional emails, extracts the date, vendor, and amount, assigns a category, and lands a ready-to-upload CSV in your finance folder in Drive.

How Dex does it

  1. 1Search Gmail for receipt and invoice emails this month
  2. 2Extract vendor, date, amount, and payment method
  3. 3Assign each expense to the right category
  4. 4Export a CSV to Google Drive in the Finance folder
Want this running for you?
Install Dex and paste this prompt to get started.
Get Dex