How to use AI for automated expense tracking - SmartSuite & Relay
Learn how to streamline the process of tracking expenses by incorporating AI tools into the workflow. In this example, I use SmartSuite for recording expenses and an automation tool called relay.app to extract the invoice and receipt data.
Process:
1. Add a label/folder to the email
2. Relay extracts and summarizes the data with AI
3. Adds the expense to a SmartSuite Expense Tracker
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Learn more here ⬇️
Contact Us - https://innerdevsolutions.com
LinkedIn - / zackstevenson
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Table of Contents 📖 ⬇️
0:00 What I cover
0:54 Setting Up the Database for Expense Tracking
2:40 Setting Up the Relay Account for Automation
3:49 Creating the Automation Workflow
6:46 Testing the Automation Workflow
7:21 Adding Rule-Based Logic to the Workflow
9:02 Conclusion and Benefits of the AI-Integrated Expense Tracking Solution
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Software Tools (may contain affiliate links) ⬇️
Sign up using the links below!
SmartSuite - https://partners.smartsuite.com/zack
Relay - relay.app/?via=innerdev
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#expensetracker #SmartSuite #ai
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