Say Goodbye to Manual Data Entry: Automate Receipt and Invoice Tracking

I've been playing around with Relay.app and stumbled upon a super handy way to track receipts. It’s simple and saves a ton of hassle.

Thinking about jumping into automations? This is a solid first step. It’s a super simple, straightforward workflow that could help you iron out some daily wrinkles.

Register for a new account at Relay.app and start setting up a workflow like the one I’m about to show you.

Simplify Receipt or Invoice Tracking with Relay and GPT-4o

1. Email Your Receipt: Snap a picture or scan your receipt and email it with a subject line that will trigger Gmail to automatically label the email as “ExtractDocs” (or any label that triggers the Relay workflow). Make sure to set up this labeling rule in your Gmail beforehand.

2. Leverage GPT-4o: Relay’s Prompt GPT-4o module scans the document and extracts important info like 'Service Provider' and 'Amount.' You can customised the prompt to extracts other info.

3. Organize in Notion: The extracted data is then transferred to a Notion table. If you prefer, you can use Google Sheets or Airtable instead.

Here is the snapshot of the workflow:

Why this rocks?

Relay.app’s custom prompt module lets you use GPT-4o without needing an API key, and the free tier is pretty generous. This setup is great for anyone looking to streamline their workflow, from freelancers to small business owners.

Tired of manual tasks slowing you down? Want to automate your business and boost efficiency? We’re here for you!

At ATMA AI, we’re ready to dive into your business, understand your needs, and whip up some stellar solutions that’ll make everything run smoother.

Grab a free AI audit from us—we’ll dig deep and show you how AI and automation can transform your biz. Visit atma-ai.com to get started!

The benefits of AI and automations?

• Time savings - manual data entry is a thing of the past. AI handles it quickly, giving you more time for other tasks.

• Accuracy - AI reduces errors, ensuring your data is accurate.

• Efficiency - Having all your receipts organized in one place makes tracking expenses and making financial decisions easier.

• Scalability - As your business grows, AI can manage the increased workload without breaking a sweat.

• Accessibility - Relay’s free tier makes powerful automation accessible to everyone.

AI and automation aren’t just for big companies anymore. Tools like Relay.app are making it easy for anyone to streamline their workflow and focus on what really matters.

Give it a try and see how much time you can save.