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01The Bot Playbook

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Category

Finance and expenses

Turn receipts, subscriptions, and unpaid invoices into a picture you can check without opening five apps.

4 plays

13Intermediate

Invoice chase drafts

Looks at a sheet of unpaid invoices and drafts a polite chase for anything past the date you set, ready for you to send.

Finance and expenses

Google Sheets · Gmail

Tuesdays at 9:00 AM, local time

16Intermediate

Monthly cash snapshot

On the first of the month, summarizes the balances and totals you paste or keep in a sheet — money in, money out, and what changed since last month.

Finance and expenses

Google Sheets

The 1st of each month at 8:00 AM, local time

27Intermediate

Receipt to ledger

Reads receipt mail and photos in a folder, and appends date, merchant, amount, and a category to a simple expense sheet you can reconcile later.

Finance and expenses

Gmail · Google Drive · Google Sheets

Daily at 6:00 PM, local time

34Beginner

Subscription audit

Once a month, lists recurring charges it can actually see in mail or a sheet, and marks the ones you have not used the service for in your own notes.

Finance and expenses

Gmail · Google Sheets

First Monday of the month at 9:00 AM, local time