Find and attach missing receipts for business transactions. Search Gmail, email, or other sources for invoices and receipts, then upload them to Norman. Use when the user asks about missing receipts, Belege, attaching documents, or finding invoices from emails.
Help the user find and attach receipts to their transactions:
search_transactions to find recent transactionslist_attachments to check which transactions already have receipts attachedGuide the user to find receipts from various sources:
Gmail / Email:
from:{vendor} subject:receipt or from:{vendor} subject:invoicesubject:Rechnung from:{vendor}subject:Bestellbestätigung (order confirmation)has:attachment after:{date} {vendor name}from:aws subject:"invoice available"from:[email protected]from:apple subject:receiptfrom:auto-confirm@amazon subject:BestellungOther sources:
Once the user has the receipt files:
upload_bulk_attachments to upload multiple receipts at oncecreate_attachment for individual receipts with metadata (vendor, date, amount)link_attachment_transaction to connect each receipt to its matching transactionchange_transaction_verification to mark transactions as verifiedTips: