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Finance·Runs daily

AI expense report builder that assembles a Notion report from Gmail receipts.

Daily scan of Gmail for receipts. Claude categorises each and appends a row to a Notion expenses database, with a monthly digest note.

How Pilotran works

7-day free trial · card required after day 7 · cancel anytime

What a real run looks like
Lunch receipt filed to Notion — categorised as "meals", project code missing.
Daily scan caught a Sweetgreen receipt in your Gmail. Amount $23.45, categorised meals. You have project_code required set to yes but the receipt has none, so it's flagged.
notion
New Notion row → Expenses Vendor: Sweetgreen Amount: 23.45 Currency: USD Date: 2026-09-13 Category: meals Project code: (missing — flagged) Reimbursable: yes Notes: No project code on receipt or email context. Please backfill in the row before month-end close.
How this workflow runs
Press enter or space to select a node. You can then use the arrow keys to move the node around. Press delete to remove it and escape to cancel.
Press enter or space to select an edge. You can then press delete to remove it or escape to cancel.
Under the hood — the exact prompt Claude sees
Extract expense data from this receipt email. Categories available: {{categories}}. Reply with JSON only: {"is_receipt": boolean, "vendor": string, "amount": number, "currency": string, "date": string (ISO), "category": string, "project_code": string|null, "reimbursable": boolean, "notes": string}. requires_project_code={{requires_project_code}} — if yes and project_code missing, flag it in notes. If not a receipt, set is_receipt=false with zeros. Email: From: {{email_from}} Subject: {{email_subject}} Body: {{email_body}}
What you configure

Fields you provide once.

Claude uses these on every run — set them during activation.

Notion expenses database ID
textrequired
Categories (comma-separated)
textrequired
meals, travel, software, hardware, misc
Require a project code?
selectrequired
Frequently askedQuestions about Expense Report Builder+
How long does it take to set up Expense Report Builder?+

About 60 seconds. Connect Gmail, fill in the plain-English fields the template asks for, and hit Activate. Pilotran runs the workflow once against sample data so you can see what Claude does before it touches your real accounts.

Can I edit Expense Report Builder after activating it?+

Yes — pause, edit the prompt, tweak the fields, or delete the workflow at any time from your Workflows page. Paused workflows keep their run history and can be resumed later.

Which AI model runs my workflow?+

Every workflow uses Anthropic's Claude by default. On any paid plan you can add your own Anthropic or OpenAI API key and pay providers directly for unlimited runs — Pilotran only meters when it's on our shared credits.

Does Pilotran train AI models on my data?+

No. Your workflow data is only used to execute the workflows you activated. We do not train models on your data or share it with third parties.

What happens if a run fails?+

Pilotran's Failure Doctor auto-explains what broke (bad credentials, invalid input, provider rate limit, etc.) and suggests a fix. Failed runs don't disappear — you can retry any run from the Runs page.

Comparing tools?

See how Pilotran stacks up on this kind of workflow versus Zapier, n8n, Make, Relay and Gumloop.

Start your trial
Activate Expense Report Builder in one click.

7-day free trial · $0 today · cancel any time from Settings before day 8.

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