In Gmail on the web, Gemini might detect that you received a message with a receipt attached. When you open the message, below the subject you see a suggested prompt that starts an AI-powered workflow to help you save and track these attachments automatically.
During Alpha, this feature is only available in English. Gemini doesn’t detect English-language receipts attached to non-English messages.
Note: You can’t enter this prompt in the Gemini side panel yourself. To use it, click the suggested prompt when it appears. It won’t appear if you’re using a Gmail mobile app.
Have Gemini save and track receipts from Gmail automatically
To set up the automation, first you have Gemini process the receipt in the current email, then you can set up the automation for future receipts.
- When you see the prompt suggestion Save receipts in Drive and track in Sheets on an open message, click it. The Gemini side panel opens.
- If you like the proposed workflow, click Save receipt.
- If you want to change the folder where receipts will be saved in Drive or the name of the tracking spreadsheet, click Edit task. Make the changes you want and click Save receipt. If you get an error, learn more about how to troubleshoot.
Next, Gemini asks if you want to automate this process for future receipt attachments.
- Click Set up automation. Note: If you leave Gemini or enter a different prompt, you might not be able to set up the automation. You’ll have to start again from the suggested prompt.
- Gemini uses the values from your first run as the basis for the automation. If you like the proposed workflow, click Automate.
- If you want to change the options, click Edit, make changes, and then click Automate.
Tip: The workflow is actually 2 automations, one to save the attachment to Drive, and the other to extract the details and add them to the tracking spreadsheet. If you change where you save receipts in Drive, make sure you set the other automation to watch that location for new receipts so that their details are extracted to Sheets. Changes to one automation aren’t automatically updated for the other.
Review the tracking spreadsheet
You can open the spreadsheet to see the details from the first receipt, and come back whenever you want to review. You can set up notifications for the file so that you know when Gemini adds a new receipt.
Important: Don’t rename, delete, or move the columns in the tracking spreadsheet that Gemini creates. Gemini might not be able to add information to the tracker if those change.
Edit or delete your receipt tracking automations
After you set up an automation:
- Click Workspace Workflows
at the top of a Google Workspace app to open the automation manager.
- In the list of automations, find the receipt tracker ones: Add receipts to Drive and Track receipts in Sheets.
- Click More
to see management actions.
Remember, this automation has 2 parts: Add receipts to Drive and Track receipts in Sheets. If you change or delete one, that could impact the other. Learn more about how to manage and troubleshoot automations.
FAQ
Why don’t I see the “Save receipts in Drive and track in Sheets” prompt?This suggested prompt shows up only in Gmail on the web, not Gmail mobile apps.
Gemini tries to automatically detect receipts that are attached to your messages in Gmail. Gemini can’t detect the following:
- receipts that are embedded or direct-linked in the email
- receipts attached to messages that aren’t in English, even if the receipt is in English
If you don’t see the “Save receipts in Drive and track in Sheets” suggested prompt on a message with an English-language receipt attached to it, you can provide feedback:
- In Gmail, at the top click Support
Send feedback to Google.
- Follow the on-screen instructions to enter your feedback.
No. The automation only applies to new messages. You can manually add details from older receipts to the new tracking spreadsheet.
No. The automation detects receipts attached to messages only if the message wasn't marked as spam. Because some messages from malicious senders might not be marked as spam, use caution opening messages and receipts from unknown senders.
Yes. When you see the suggested prompt, you can choose which sender the automation applies to. You might want to rename the automation so you’ll be able to tell them apart in the Workflows management and activity panels. To review which sender is set by an automation, in the Workflows management panel next to the automation click More ⠇ Edit.
When you set up the automation with the Any sender option, Gemini will evaluate all your new, non-spam messages for attached receipts. These messages could include spam and phishing messages, such as receipts for goods or services that you didn’t buy, that are trying to collect your personal information or install malware on your computer. We recommend that you review the receipt details from unknown senders before opening the file, and only open messages and attachments from senders that you recognize.
- In Gmail, at the top click Support
- Follow the on-screen instructions to enter your feedback.