How to Build an AI Agent to Auto-Process Gmail Expense Receipts Using Pabbly Connect

Learn how to use Pabbly Connect to automate the processing of Gmail expense receipts with an AI agent. Follow this detailed tutorial for step-by-step integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Gmail Integration

To build an AI agent that auto-processes Gmail expense receipts, you need to start by accessing Pabbly Connect. Open your web browser and navigate to the Pabbly Connect landing page by searching for ‘Pabbly.com/connect’.

Once on the landing page, you will see options to either sign in or sign up for free. If you are a new user, click on the ‘Sign up for free’ button to create an account. Existing users should click on ‘Sign in’ to access their dashboard.

2. Creating a New Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will be directed to your dashboard. To initiate the automation process, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder for organization.

• Name your workflow as ‘Build an AI Agent to Auto Process Gmail Expense Receipts’.
• Select the folder where you want to save this workflow, such as ‘Automations’.

Once you have entered the name and selected the folder, click on the ‘Create’ button to proceed. This will open the workflow window where you can set up triggers and actions.

3. Setting Up Gmail as Trigger Application in Pabbly Connect

In the workflow window, the first step is to set the trigger application. For this automation, select ‘Email Parser’ from the options provided by Pabbly Connect. This will allow you to capture new emails from Gmail.

• Choose ‘New Email Received’ as the trigger event.
• Copy the email parser address provided by Pabbly Connect.

Next, open your Gmail account and navigate to Settings. Under ‘See all settings’, find ‘Forwarding and POP/IMAP’. Click on ‘Add Forwarding Address’ and paste the email parser address you copied earlier. This will ensure that any new emails received will be forwarded to the email parser for processing.

4. Filtering Emails for Expense Receipts in Pabbly Connect

After setting up the Gmail trigger, it’s essential to filter the emails for expense receipts. In this step, select the action application as ‘Filter by Pabbly’. This allows you to set conditions that must be met for the workflow to proceed. using Pabbly Connect

Set the first condition to check if the email has an attachment. Create a second condition to check if the subject contains the word ‘expense’ or ‘receipt’.

Once you have configured these conditions, click on ‘Save and Send Test Request’. This will ensure that only emails with relevant attachments and subjects will trigger the next actions in your workflow.

5. Extracting Data from Expense Receipts with Pabbly Connect

Now that you have filtered the emails, the next step is to extract data using the AI agent. Select ‘OpenAI’ as the action application in Pabbly Connect and choose ‘Extract Content from PDF/Image’ as the action event.

To connect your OpenAI account, you will need an API key. Go to your OpenAI API key page, create a new secret key, and copy it into Pabbly Connect. Once connected, map the PDF URL from the email parser response to the action step.

Finally, enter a prompt such as ‘Extract me the details from the given PDF’ to instruct the AI agent. After setting this up, click on ‘Save and Send Test Request’. This will allow the AI agent to extract the necessary details from the expense receipt and return the data for further actions.

Conclusion

In this tutorial, we explored how to automate the processing of Gmail expense receipts using Pabbly Connect. By integrating Gmail, an AI agent, and Google Sheets, you can streamline your expense management effortlessly. This automation not only saves time but also reduces errors associated with manual data entry.