Identify unexplained transactions from orders and email receipts
At a glance
A seller used Claude Cowork to fill her bookkeeper's transaction notes by checking merchant orders and payment emails. This workflow is listed under Money & Bills, Transaction Review, Life Admin.
- Agents / tools
- Claude Cowork, Amazon, Gmail, Whatnot, Spreadsheets
SourceBuilding a tool for these workflows? See weekly rates.
What they did
1) Open Cowork in Claude's desktop app with an eligible account. Prepare the bookkeeper's spreadsheet and sign into Amazon and Gmail in Cowork's browser. 2) Supply the sheet link and month. Explain business versus personal purchases, treatment of mixed orders, and that uncertain entries must be flagged. 3) Ask Cowork to match Amazon orders and Gmail payment receipts to transactions and fill the notes column. Monitor its browser work. 4) Review unresolved rows and supply another relevant account; the author directed it to Whatnot for six unidentified charges. 5) After resolving exceptions, ask Cowork to save the sheet, rules, lookup sources, and flagging behavior as a reusable monthly skill.
How it went
The author reports resolving the six remaining charges after directing Cowork to Whatnot.
Worth knowing
This depended on already authenticated browser sessions and a clear rule for separating personal and business portions.
