{ "name": "FlowPantry - receipt-capture-expense-log", "flow": [ { "id": 1, "module": "gateway:CustomWebHook", "version": 1, "parameters": { "hook": null, "maxResults": 1 }, "mapper": {}, "metadata": { "designer": { "x": 0, "y": 0 } } }, { "id": 2, "module": "http:ActionSendData", "version": 3, "parameters": {}, "mapper": { "url": "https://api.openai.com/v1/chat/completions", "method": "post", "headers": [ { "name": "Authorization", "value": "Bearer YOUR_OPENAI_API_KEY" } ], "qs": [], "serializeUrl": false, "parseResponse": true, "shareCookies": false, "rejectUnauthorized": true, "followRedirect": true, "useQuerystring": false, "gzip": true, "useMtls": false, "timeout": "", "bodyType": "raw", "contentType": "application/json", "inputMethod": "jsonString", "data": "{\"model\": \"gpt-4o-mini\", \"temperature\": 0, \"response_format\": {\"type\": \"json_object\"}, \"messages\": [{\"role\": \"system\", \"content\": \"You read receipts for YOUR BUSINESS. Extract only what is printed; use null for anything missing or unreadable. Reply ONLY with JSON: {\\\"is_receipt\\\":true/false,\\\"vendor\\\":\\\"\\\",\\\"date\\\":\\\"YYYY-MM-DD\\\",\\\"description\\\":\\\"under 12 words\\\",\\\"subtotal\\\":n|null,\\\"tax\\\":n|null,\\\"tip\\\":n|null,\\\"total\\\":n|null,\\\"currency\\\":\\\"USD\\\",\\\"card_last4\\\":\\\"\\\",\\\"category\\\":\\\"one of the list or Uncategorized\\\",\\\"confidence\\\":0-1}. Categories: Advertising, Car and truck, Fuel, Meals, Travel, Supplies, Materials, Tools and equipment, Office expenses, Software and subscriptions, Repairs and maintenance, Rent or lease, Utilities, Phone and internet, Insurance, Contract labor, Legal and professional, Taxes and licenses, Bank and card fees, Other.\"}, {\"role\": \"user\", \"content\": [{\"type\": \"text\", \"text\": \"Email from: {{1.from}}\\nSubject: {{1.subject}}\\nFile: {{1.file_name}}\"}, {\"type\": \"image_url\", \"image_url\": {\"url\": \"{{1.file_url}}\"}}]}]}" }, "metadata": { "designer": { "x": 300, "y": 0 } } }, { "id": 3, "module": "json:ParseJSON", "version": 1, "parameters": { "type": "" }, "mapper": { "json": "{{2.data.choices[].message.content}}" }, "metadata": { "designer": { "x": 600, "y": 0 } } }, { "id": 4, "module": "builtin:BasicRouter", "version": 1, "parameters": {}, "metadata": { "designer": { "x": 900, "y": 0 } }, "routes": [ { "flow": [ { "id": 5, "module": "http:ActionSendData", "version": 3, "parameters": {}, "mapper": { "url": "SHEET_WEBHOOK_URL", "method": "post", "headers": [], "qs": [], "serializeUrl": false, "parseResponse": true, "shareCookies": false, "rejectUnauthorized": true, "followRedirect": true, "useQuerystring": false, "gzip": true, "useMtls": false, "timeout": "", "bodyType": "raw", "contentType": "application/json", "inputMethod": "jsonString", "data": "{\"logged_at\": \"{{now}}\", \"receipt_date\": \"{{3.date}}\", \"vendor\": \"{{3.vendor}}\", \"description\": \"{{3.description}}\", \"category_ai\": \"{{3.category}}\", \"category_final\": \"{{3.category}}\", \"subtotal\": \"{{3.subtotal}}\", \"tax\": \"{{3.tax}}\", \"tip\": \"{{3.tip}}\", \"total\": \"{{3.total}}\", \"currency\": \"{{3.currency}}\", \"card_last4\": \"{{3.card_last4}}\", \"status\": \"auto\", \"review_notes\": \"\", \"receipt_link\": \"{{1.file_url}}\", \"email_from\": \"{{1.from}}\", \"email_subject\": \"{{1.subject}}\"}" }, "metadata": { "designer": { "x": 1200, "y": 0 } }, "filter": { "name": "Looks right", "conditions": [ [ { "a": "{{3.confidence}}", "o": "number:greaterorequal", "b": "0.8" }, { "a": "{{3.is_receipt}}", "o": "boolean:true", "b": "" }, { "a": "{{3.total}}", "o": "exist", "b": "" }, { "a": "{{3.vendor}}", "o": "exist", "b": "" }, { "a": "{{3.date}}", "o": "exist", "b": "" }, { "a": "{{3.category}}", "o": "text:notequal", "b": "Uncategorized" }, { "a": "{{3.total}}", "o": "number:lessorequal", "b": "500" } ] ] } } ] }, { "flow": [ { "id": 6, "module": "http:ActionSendData", "version": 3, "parameters": {}, "mapper": { "url": "SHEET_WEBHOOK_URL", "method": "post", "headers": [], "qs": [], "serializeUrl": false, "parseResponse": true, "shareCookies": false, "rejectUnauthorized": true, "followRedirect": true, "useQuerystring": false, "gzip": true, "useMtls": false, "timeout": "", "bodyType": "raw", "contentType": "application/json", "inputMethod": "jsonString", "data": "{\"logged_at\": \"{{now}}\", \"receipt_date\": \"{{3.date}}\", \"vendor\": \"{{3.vendor}}\", \"description\": \"{{3.description}}\", \"category_ai\": \"{{3.category}}\", \"category_final\": \"\", \"subtotal\": \"{{3.subtotal}}\", \"tax\": \"{{3.tax}}\", \"tip\": \"{{3.tip}}\", \"total\": \"{{3.total}}\", \"currency\": \"{{3.currency}}\", \"card_last4\": \"{{3.card_last4}}\", \"status\": \"needs_review\", \"review_notes\": \"AI confidence {{3.confidence}}; check vendor, date, total and category\", \"receipt_link\": \"{{1.file_url}}\", \"email_from\": \"{{1.from}}\", \"email_subject\": \"{{1.subject}}\"}" }, "metadata": { "designer": { "x": 1200, "y": 0 } }, "filter": { "name": "Needs a human", "conditions": [ [ { "a": "{{3.confidence}}", "o": "number:less", "b": "0.8" } ], [ { "a": "{{3.is_receipt}}", "o": "boolean:false", "b": "" } ], [ { "a": "{{3.total}}", "o": "notexist", "b": "" } ], [ { "a": "{{3.vendor}}", "o": "notexist", "b": "" } ], [ { "a": "{{3.date}}", "o": "notexist", "b": "" } ], [ { "a": "{{3.category}}", "o": "text:equal", "b": "Uncategorized" } ], [ { "a": "{{3.total}}", "o": "number:greater", "b": "500" } ] ] } }, { "id": 7, "module": "http:ActionSendData", "version": 3, "parameters": {}, "mapper": { "url": "https://api.resend.com/emails", "method": "post", "headers": [ { "name": "Authorization", "value": "Bearer YOUR_RESEND_API_KEY" } ], "qs": [], "serializeUrl": false, "parseResponse": true, "shareCookies": false, "rejectUnauthorized": true, "followRedirect": true, "useQuerystring": false, "gzip": true, "useMtls": false, "timeout": "", "bodyType": "raw", "contentType": "application/json", "inputMethod": "jsonString", "data": "{\"from\": \"Receipts bot \", \"to\": \"OWNER_EMAIL\", \"subject\": \"Check receipt: {{3.vendor}} {{3.total}}\", \"text\": \"This receipt was logged as needs_review.\\n\\nVendor: {{3.vendor}}\\nDate: {{3.date}}\\nTotal: {{3.total}} {{3.currency}}\\nAI category: {{3.category}}\\nAI confidence: {{3.confidence}}\\n\\nReceipt: {{1.file_url}}\\n\\nFix the row in your expense sheet and set status to reviewed.\"}" }, "metadata": { "designer": { "x": 1500, "y": 0 } } } ] } ] } ], "metadata": { "instant": true, "version": 1, "scenario": { "roundtrips": 1, "maxErrors": 3, "autoCommit": true, "autoCommitTriggerLast": true, "sequential": false, "slots": null, "confidential": false, "dataloss": false, "dlq": false, "freshVariables": false }, "designer": { "orphans": [] }, "zone": "us1.make.com" } }