You will get Gmail to Google Sheets Finance Ledger with Review Queue and Alerts
Project details
I build a reliable finance inbox automation that turns Gmail finance emails (invoices/receipts/payouts/vendor bills) into a month-end ready Google Sheets ledger — with a clear Needs-Review queue, duplicate protection (idempotency), and alerts so nothing breaks silently.
What you get
• Ledger (Google Sheets): one row per transaction, consistent columns, traceability to source email/attachment
• Needs-Review queue: every parse/validation issue captured with reason + link/ID (nothing lost)
• Duplicate protection: safe re-runs, no double counting (idempotent writes)
• Alerts: Slack/email when something fails or needs review
• Optional: IN/OUT/NET dashboard + simple category rules
How I deliver
1. Confirm required columns + define the duplicate key
2. Build in Make.com / Zapier (routing, validation, logging, retries)
3. Test on real samples → Loom handover + short SOP (how to maintain and resolve review items)
To start, send
3–5 sample emails (redacted OK), required ledger columns, and where you want alerts (Slack/email).
What you get
• Ledger (Google Sheets): one row per transaction, consistent columns, traceability to source email/attachment
• Needs-Review queue: every parse/validation issue captured with reason + link/ID (nothing lost)
• Duplicate protection: safe re-runs, no double counting (idempotent writes)
• Alerts: Slack/email when something fails or needs review
• Optional: IN/OUT/NET dashboard + simple category rules
How I deliver
1. Confirm required columns + define the duplicate key
2. Build in Make.com / Zapier (routing, validation, logging, retries)
3. Test on real samples → Loom handover + short SOP (how to maintain and resolve review items)
To start, send
3–5 sample emails (redacted OK), required ledger columns, and where you want alerts (Slack/email).
Data Tool
Google SheetsWhat's included
| Service Tiers |
Starter
$199
|
Standard
$499
|
Advanced
$999
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 10 days |
Number of Revisions | 1 | 2 | 2 |
Number of Pages Mined/Scraped | 1 | 1 | 1 |
Number of Sources Mined/Scraped | 1 | 1 | 1 |
Optional add-ons
You can add these on the next page.
Additional source
(+ 2 Days)
+$150
Slack alerts + weekly digest
(+ 1 Day)
+$99
Dashboard (IN/OUT/NET + categories)
(+ 2 Days)
+$199Frequently asked questions
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VS
Vera S.
Dec 7, 2025
Mystery Visit: Tyre Franchise Sales Check in Tichá (Frenštát), Náchod, Hrušová u Vysokého Mýta
Pleasure to work with. Great cooperation.
About Artem
Make/HubSpot for Agencies | Dedupe, Safe Upserts, Error Alerts
Prague, Czech Republic - 8:56 am local time
What I deliver
- Forms/ads → HubSpot: field + UTM mapping, owner assignment, pipeline/stage updates
- Dedupe + safe upserts: prevent duplicates and avoid overwriting good data
- Follow-ups: Calendly/bookings → tasks, sequences, and notifications with clear stop rules
- Reliability layer: error logging, retries, and Slack/email alerts
To start (fast)
Send:
- a sample form payload (or field list)
- the HubSpot properties to fill
- your dedupe key (email / phone)
I’ll deliver v1, a Loom walkthrough, and a short SOP.
Steps for completing your project
After purchasing the project, send requirements so Artem can start the project.
Delivery time starts when Artem receives requirements from you.
Artem works on your project following the steps below.
Revisions may occur after the delivery date.
Audit & sample review
Confirm sources, required fields, duplicate rule, and success criteria. Test parsing on your samples and confirm the target Google Sheets structure.
Build Make.com/Zapier workflow
Set up Gmail ingest → AI extraction → validation → routing to Transactions / Exceptions / Duplicates. Add traceability fields and logging so nothing fails silently.