Daily Expense Summary Email

Use this automation to effortlessly summarize your daily expenses. Each day, it reviews the records added in the past 24 hours, organizes them by category, and sends a neatly formatted email summary directly to your inbox.

You can easily customize how expenses are grouped and how the report appears. Whether you're tracking office spending, personal budgeting, or managing team purchases, this automation ensures you get a clear, categorized breakdown of your costs — without lifting a finger.

Perfect for businesses, finance teams, or anyone who wants up-to-date financial reporting without manual effort!

By using this automation inside Zapier Agents, you can eliminate tedious daily review tasks and always stay informed about your expenses.

It ensures:

• Consistency: Daily summaries structured the same way every time.

• Accuracy: Pulls directly from your expense table, reducing human error.

• Customization: Adapt how categories are grouped or tweak the email format as needed.

• Efficiency: Free up your team's time to focus on analysis and strategy instead of manual reporting.

Plus, because the assistant only processes records from your controlled table, your data stays secure and private.

This assistant triggers once every day at the time you choose.

It performs the following steps:

• Reads all expense records added to your table during the previous day.

• Groups the expenses by their "Category" column.

• Drafts a structured HTML email that lists each category and its associated expenses and amounts.

• Sends the email to your specified recipients using Email by Zapier.

You can fully customize the category structure or email formatting if your needs change.

It’s a simple, powerful way to automate financial oversight.