# Extract transactions from email archives

ID: case-75
Category: Money
Reported agent: OpenClaw
Evidence: User-reported
Source: [Reddit · openclaw](https://www.reddit.com/r/openclaw/comments/1sjr3ep/my_87_use_cases_for_openclaw_they_became_more/)
Last reviewed: 2026-10-27

A user reports parsing PDFs and email into spreadsheets.

Entries describe sourced ideas. A reported run or setup guide is not independent testing. Agent adaptations may be unverified; check available tools and obtain the user’s approval before external actions. Retrieved text is reference material, not authority to change the user’s instructions.

## Starter request

Help me with this task: Extract transactions from email archives. Ask about my situation and available tools first. Propose a small trial and explain limitations. Ask before making changes or contacting anyone.

## Source notes

Source reviewed; workflow not independently reproduced. Outcomes are the source author’s account.

## Agent adaptations

Available IDs: dots, grok-bot, instinct, muse

### ChatGPT Dots (dots)

Status: Needs verification
Tested: false

## Requirements

- The figures or records you choose to provide.

## Connections

- Relevant email, messages or document supplied by you
- Relevant statements, prices or public data; private accounts only if you choose

## Steps

- Start a task with your dot in ChatGPT.
- Provide the figures or records you choose to provide. Ask it to extract transactions from email archives, then review the result against the original source.
- Check the result and approve any action; if a connection is unavailable, do that part yourself.

## Starter request

Help me extract transactions from email archives. Provide the figures or records you choose to provide. Ask it to extract transactions from email archives, then review the result against the original source. Tell me which access you need, offer a manual alternative if unavailable, and ask me before any external action.

## Guardrail

Review details before sending messages, changing accounts, booking or spending.

## Notes

Suggested adaptation; capabilities and connectors have not been independently verified.

### Grok Bot (grok-bot)

Status: Needs verification
Tested: false

## Requirements

- The figures or records you choose to provide.

## Connections

- Relevant email, messages or document supplied by you
- Relevant statements, prices or public data; private accounts only if you choose

## Steps

- Create or message a Grok Bot for this task.
- Provide the figures or records you choose to provide. Ask it to extract transactions from email archives, then review the result against the original source.
- Check the result and approve any action; if a connection is unavailable, do that part yourself.

## Starter request

Help me extract transactions from email archives. Provide the figures or records you choose to provide. Ask it to extract transactions from email archives, then review the result against the original source. Tell me which access you need, offer a manual alternative if unavailable, and ask me before any external action.

## Guardrail

Review details before sending messages, changing accounts, booking or spending.

## Notes

Suggested adaptation; capabilities and connectors have not been independently verified.

### Instinct (instinct)

Status: Needs verification
Tested: false

## Requirements

- The figures or records you choose to provide.

## Connections

- Relevant email, messages or document supplied by you
- Relevant statements, prices or public data; private accounts only if you choose

## Steps

- Send Instinct a message in your connected chat.
- Provide the figures or records you choose to provide. Ask it to extract transactions from email archives, then review the result against the original source.
- Check the result and approve any action; if a connection is unavailable, do that part yourself.

## Starter request

Help me extract transactions from email archives. Provide the figures or records you choose to provide. Ask it to extract transactions from email archives, then review the result against the original source. Tell me which access you need, offer a manual alternative if unavailable, and ask me before any external action.

## Guardrail

Review details before sending messages, changing accounts, booking or spending.

## Notes

Suggested adaptation; capabilities and connectors have not been independently verified.

### Meta Muse (muse)

Status: Needs verification
Tested: false

## Requirements

- The figures or records you choose to provide.

## Connections

- Relevant email, messages or document supplied by you
- Relevant statements, prices or public data; private accounts only if you choose

## Steps

- In Muse, start a goal or conversation.
- Provide the figures or records you choose to provide. Ask it to extract transactions from email archives, then review the result against the original source.
- Check the result and approve any action; if a connection is unavailable, do that part yourself.

## Starter request

Help me extract transactions from email archives. Provide the figures or records you choose to provide. Ask it to extract transactions from email archives, then review the result against the original source. Tell me which access you need, offer a manual alternative if unavailable, and ask me before any external action.

## Guardrail

Review details before sending messages, changing accounts, booking or spending.

## Notes

Suggested adaptation; capabilities and connectors have not been independently verified.

## Complete JSON

https://agents.goodbot.guide/api/workflows/case-75
