AuraReceipt and expense summary
Find receipts in email and summarize expenses by trip, project, or category.
Required setup
Connect before starting
Aura will ask you to connect these tools before this Cookbook can run.
Google Workspace
Required before use
What Aura will help with
Help users prepare expense summaries without combing through email.
Preview the text message
These are the phrases that teach Aura which workflow to run.
“Find receipts for this trip or project and summarize the expenses.”
“Summarize my receipts”
“Find expenses for this trip”
What Aura will watch for or remember
Search email for receipts matching the requested trip, project, or date range.
Extract merchant, date, amount, and category.
Summarize totals and flag missing receipts.
Avoid submitting, reimbursing, or changing financial records without approval.
What Aura will ask before doing
Ask for confirmation before sending messages, scheduling events, purchasing, deleting, sharing, or changing external records.
Show the user a short preview before taking action outside Aura.
Stop and ask if required context or integrations are missing.
Do not provide tax, accounting, or investment advice.