Get a clearer view of expenses sent by email
Collect emailed receipts and expense notices, then review category totals without building a manual tally.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Why this helps
Expense details spread across email make it harder to see recurring costs and prepare a quick review.
- Captures expense amounts stated in new messages
- Groups recorded costs using categories you specify
- Uses spreadsheet aggregation to make totals easier to review
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Google Sheets once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Ask Notis in one instruction to extract expense details from new emails into your spreadsheet and aggregate amounts by your stated categories.
- 4Choose Agent mail's New Email Received trigger and select where run reports should go.
- 5Test with one real expense email and check both the recorded details and category total.
Questions about this workflow
Can it process attached receipts?
Use only information Notis can access from the message and its attachments through your connection. Ask it to mark unreadable or missing amounts for review.
Are the category totals a complete expense report?
They reflect the expense entries and categories available in the spreadsheet. Missing emails or unrecorded expenses will not be included.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Google Sheets. A trigger fires from one place; an action lands in another.
Agent mail triggers
Google Sheets actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Sheet to Spreadsheet
Adds a new sheet (worksheet) to a spreadsheet. use this tool to create a new tab within an existing google sheet, optionally specifying its title, index, size, and other properties.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
New Email Received
Trigger for new emails in an AgentMail inbox
Append Dimension
Tool to append new rows or columns to a sheet, increasing its size. use when you need to add empty rows or columns to an existing sheet.
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
Batch update spreadsheet
Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.
Batch Update Values by Data Filter
Tool to update values in ranges matching data filters. use when you need to update specific data in a google sheet based on criteria rather than fixed cell ranges.
Clear Basic Filter
Tool to clear the basic filter from a sheet. use when you need to remove an existing basic filter from a specific sheet within a google spreadsheet.
Clear spreadsheet values
Clears cell content (preserving formatting and notes) from a specified a1 notation range in a google spreadsheet; the range must correspond to an existing sheet and cells.
Connect any two apps with Notis in the middle.
Agent mail and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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