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Notify finance of corporate card charge needing receipt

Automatically monitor new email in a configured folder across Microsoft Outlook and Slack. Post finance receipt requests when charge alert email arrives, new card notification arrives, or receipt request email arrives—so you can parse merchant details, map card owners, and notify finance without manual receipt chasing.

How this automation speeds up receipt collection

When new corporate card charge emails arrive, delays can stall billing and reimbursement. This automation reads those messages, parses charge details, maps the card owner by last digits, and posts a receipt request to Slack—so your team can collect documentation fast.

  1. 1.Monitors new charge alert emails

    Integrate Microsoft Outlook and email parsing tools to detect new email in a configured folder and route it into parsing.

    Microsoft Outlookor swap with your favorite app
  2. 2.Parses merchant and amount

    Integrate Code by Zapier and data extraction tools to run a parsing script and return merchant description, amount, and last digits.

    Code par Zapieror swap with your favorite app
  3. 3.Maps owner by last digits

    Integrate Formatter by Zapier and lookup table logic to map parsed last digits to an owner name or fallback label.

    Formatter by Zapieror swap with your favorite app
  4. 4.Requests receipts from finance

    Integrate Slack and team communication tools to post a channel message with the owner, amount, and receipt ask.

    Slackor swap with your favorite app

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The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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