Prompt
Access my Gmail account, identify all emails from my SaaS providers containing PDF invoices, and forward these attachments to my CPA at [CPA Email Address].
Description
Who is for
Business owners and freelancers managing multiple SaaS subscriptions.
What problems solves
Eliminates the manual burden of searching through cluttered inboxes to find and forward monthly invoices to your accountant.
Benefits
Saves hours of administrative work, ensures tax compliance, and prevents late fees by maintaining organized financial records.
How it works
Mr. Prompty scans your Gmail for specific sender patterns or subject lines, extracts PDF attachments, and automatically forwards them to your designated CPA email address.
Key features
- Intelligent sender filtering
- Automated PDF extraction
- Scheduled monthly processing
- Secure attachment handling
Step by step
- Authenticate your Gmail account via Mr. Prompty.
- Define the email addresses of your SaaS providers.
- Input your CPA's email address.
- Set the automation to run monthly.
FAQ
Is my data secure? Yes, the agent operates in a sandboxed environment. Can I filter by amount? Currently, the agent filters by sender and attachment presence.