1.Monitor new approval emails
Integrate Gmail and email filtering tools to capture incoming approval messages and map message body and subject into parsing.
Create expense rows from corporate card approval emails
Automatically capture new corporate card approval emails across Gmail and map fields using Formatter by Zapier. Extract dates and amounts, create expense rows in Google Sheets, and send instant SMS alerts without manual expense entry.
How this automation creates expense rows faster
When approval emails pile up, late reimbursements and inaccurate expenses can follow. This automation captures matching approval emails, extracts and cleans transaction details, creates standardized expense rows in Google Sheets, and sends SMS alertsβso your team can act quickly.
Gmailor swap with your favorite app
2.Extract and format transaction fields
Integrate Formatter by Zapier and parsing tools to extract timestamp, amount, and location for downstream expense row creation.
Formatter by Zapieror swap with your favorite app
3.Clean and normalize currency values
Integrate Formatter by Zapier and text cleaning tools to trim whitespace and normalize currency formatting for the parsed amount.
4.Create spreadsheet expense row
Integrate Google Sheets and spreadsheet sync tools to create a top-row expense entry with date, location, amount, and source note.
Google Sheetsor swap with your favorite app
5.Send SMS transaction alert
Integrate SMS by Zapier and mobile notifications to send a brief alert with parsed amount and location to finance.
SMS by Zapieror swap with your favorite app
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Streamline card operations with automated request routing, receipt collection, and transaction logging
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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