Delivery Expense Accounting
This workflow automatically retrieves order emails related to Uber Eats from Gmail, extracts key information such as merchant names, expenditure amounts, and order dates, and sends it as a formatted message to Slack. Additionally, the message includes a quick link to the Moze accounting app, streamlining the expense tracking process for delivery fees, thereby effectively enhancing efficiency and accuracy. It is suitable for both individual users and team financial management.
Workflow Name
Delivery Expense Accounting
Key Features and Highlights
This workflow automatically retrieves emails from a Gmail inbox containing the specific subject line “透過 Uber Eats 系統送出的訂單” (“Orders Placed via Uber Eats System”). It accurately extracts critical order details such as merchant name, amount spent, order date, and time. The extracted information is then formatted into a Slack message notification, which includes a one-click shortcut link to the Moze Accounting app, significantly streamlining the accounting process for delivery orders.
Core Problems Addressed
Manually organizing Uber Eats delivery order information is tedious and prone to errors. This workflow automates the retrieval and structured extraction of order data, eliminating repetitive manual entry and enhancing both accounting efficiency and accuracy. Real-time Slack notifications ensure timely financial follow-up.
Use Cases
- Automatic recording and management of daily delivery meal expenses for individuals or small teams
- Enabling finance personnel to quickly access detailed employee delivery order expenditures
- Seamless integration with the Moze Accounting app for automatic import of expense data, facilitating financial analysis and reimbursement
Main Process Steps
- Use the Gmail Trigger node to monitor the inbox hourly, filtering emails with the subject containing “透過 Uber Eats 系統送出的訂單”.
- After retrieving all matching emails, process each email content in batch loops.
- Extract consumption amount, merchant name, order date, and time from the email body using regular expressions.
- Assemble the extracted structured order information into clear Slack message blocks and send them to a designated channel.
- Include a shortcut link to the Moze Accounting app within the message, enabling users to quickly jump to the app for fast expense recording.
Involved Systems or Services
- Gmail (email reception and filtering)
- Slack (real-time message notifications)
- Moze Accounting App (rapid expense data entry)
Target Users and Value
- Individual users who frequently use Uber Eats or similar delivery services, facilitating automatic organization of delivery expenses
- Team finance personnel responsible for managing employee delivery costs, improving expense review and reimbursement efficiency
- Financial managers seeking automated expense data collection and accounting solutions, significantly saving time and effort
This workflow leverages automation to connect email, team communication, and accounting tools, creating an efficient and convenient solution for managing delivery expenses.