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Community Call β€” Simple Bookkeeping Agent cover image
Wednesday, June 04, 2025 β€’ 6:00 PM UTC
Past

Community Call β€” Simple Bookkeeping Agent

Zoom

Event Recap

What We Built: A Simple Bookkeeping Agent that automatically processes invoices from emails and organizes everything for you:

  • Email Processing - Filters emails with attachments containing β€œinvoice” or β€œreceipt”

  • Smart File Organization - Creates monthly folders in Google Drive and uploads invoices with structured naming

  • Automatic Data Entry - Extracts key info (vendor, amount, date, etc.) and logs everything in a Google Sheet

  • Multiple Input Methods - Works with both email attachments AND manual uploads through Lindy chat

  • Weekly Reports - Bonus feature: recurring analysis that sends spending summaries via Slack

πŸ”§ Key Learnings:

  • AI Agent nodes vs Action nodes: Use AI agents for complex decisions, actions for specific tasks

  • Condition paths: Smart branching for different scenarios (email vs manual upload)

  • Dynamic prompting: Let the LLM handle file naming and folder organization

  • Multiple triggers: One workflow can handle emails AND chat uploads

Next Up: Email Outreach + Drip Agent (our #2 poll winner)

πŸŽ‰ We’re building a Simple Bookkeeping Agent together (poll winner with 15 votes). ~20 min: Live build | ~20 min: Q&A

Start Date
June 04, 2025 6:00 PM UTC
End Date
June 04, 2025 7:00 PM UTC
Location
Zoom