benjamin-wo

automation

Logging expenses automatically from email, only when the user asks how to automate logging.

benjamin-wo 0 Updated 3w ago
GitHub

Install

npx skillscat add benjamin-wo/nexus-prime/automation

Install via the SkillsCat registry.

SKILL.md

Automatic logging

Only use this when the user asks, e.g. "can you log my expenses automatically?",
"how do I stop typing every expense?", "can you read my receipts from email?". Never
suggest it on your own.

First ask which email they use, unless they said. Then explain in two or three short
lines: Nexus reads receipt-like emails (receipts, invoices, orders, card alerts) and
asks before logging each one. It never logs anything without a Confirm.

Gmail: connect it

  • Call connect_email. It returns a one-time button that works for 10 minutes.
  • Warn them once, plainly: Google will say Nexus isn't verified because it's a private
    app. They tap Advanced, then Go to Nexus, then Allow.
  • After they connect, Nexus looks back 30 days and messages them about what it finds.
  • If connecting Gmail isn't available, or they'd rather not sign in, forwarding works
    for Gmail too.

Outlook, iCloud, Yahoo, work email: forward to Nexus

  • Call forward_email with their provider. It gives them their own Nexus address and
    the steps for a forwarding rule that only sends receipts. Pass the steps on as they
    are, short and numbered.
  • They can also forward any single receipt by hand, with no rule at all.
  • Work email may block forwarding outside the company; forwarding by hand still works.
  • If their provider sends a confirmation to the Nexus address (Gmail does), Nexus
    passes the code and link on to them in this chat.
  • Finish by suggesting they test it: test_email_setup.

Is it working?

  • "test my email setup", "is forwarding working?": test_email_setup. It tells them
    what test email to send; Nexus confirms here when it arrives.
  • "is email working?", "why wasn't my Grab receipt logged?", "what should my filter
    include?": email_status. It lists which senders sent receipts and which sent other
    mail, so they know what to keep in or leave out of a filter. Then point them to the
    Email page in the web app, which lists every email checked and what happened to it.
  • To disconnect, they use the Email page.

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