Automate Email Expense Tracking with Claude for Chrome

The Rundown In this guide you will learn how to track and label your expenses from Gmail to Google Sheets in a couple minutes with Claude for Chrome. This is a great way to start using Claude as a personal assistant without complex automation chains. Who Is This Useful For Small business owners Freelance consultants Anyone with monthly expense reports What You Will Build What You Need to Get Started Claude account (pro or above) Claude in Chrome Extension (find it  here ) Google Chrome app (desktop) Google Sheets Step 1 Setup Install Claude in Chrome via the  Chrome webstore . Step 2 Google Sheet Create a Google Sheet with the headers you want Claude to populate. In this example we use: Expense Title, Company, Amount, Date and Renewal Date. Pro tip: You can add in other headers like “Category” or “Reimbursable?” and Claude in Chrome will fill them out. Copy the link to your Google Sheet, you’ll use it in the next step. Step 3 Prompting In a new chrome tab, click Extensions → Claude. You should see your current tab highlighted like this. This means Claude can perform work in the tab. Any tabs that Claude opens will also be highlighted. Now paste the following prompt into the Claude for Chrome chat box. Make sure you add your Google Sheet link. Look through my Gmail inbox and find all software subscription receipts from [Month + Year]. I have a Google Sheet already created at [YOUR GOOGLE SHEET URL HERE] with headers: Expense Title, Company, Amount, Date, Renewal Date. Navigate to it and fill in each row with the extracted information from the receipts. Add a total row at the bottom. For each email you process: add the 'receipt' label to any receipts or subscription sign-ups, and archive everything else that isn't a receipt (marketing emails, newsletters, etc.). Let Claude do its thing for 10-15 minutes. You may have to prompt it to continue if you have a lot of emails. Going Further Save your prompt a shortcut by typing / and selecting “Create shortcut”. You can keep using the same Google Sheet and just tell Claude what month to run on each time you use it. Once you have a shortcut set up, you can have it run daily or weekly on a schedule.

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