Workflow preview

What the agent will follow (tools, prompts, and workflow steps).

1. Apply the following prompt: Goal:
Collect bank statement files from the user

Inputs:
User's bank statement files (images or PDFs)

Outputs:
Bank statement files ready for upload and processing

Constraints:
Accepted formats: images (PNG, JPG) or PDF files

Success criteria:
At least one bank statement file is provided by the user

2. Call tool: File Management (Upload Statement Files to File Management).

Instructions:
Upload the bank statement files with File Management using action 'upload_standard'. Store them securely for OCR processing in the next step.

Parameters:
{"action":"upload_standard"}

3. Call tool: Document OCR Agent (Extract Transactions via OCR).

Instructions:
Extract all transactions from the bank statement including dates, descriptions, amounts, and running balances. Return structured transaction data for categorization.

Parameters:
{"document_type": "bank_statement"}

4. Apply the following prompt: Goal:
Categorize each extracted transaction into standard expense categories

Inputs:
OCR extracted transactions with dates, descriptions, and amounts

Outputs:
Categorized transaction list with a category assigned to each transaction

Constraints:
Use these standard categories: Housing, Food, Transportation, Utilities, Entertainment, Healthcare, Shopping, Income, Transfer, Other

Success criteria:
Every transaction has exactly one category assigned based on its description and amount

5. Call tool: Google Sheets (Log to Google Sheets).

Instructions:
Create a new spreadsheet with columns: Date, Description, Amount, Category. Add all categorized transactions as rows. Title the spreadsheet with the statement period.

6. Call tool: Chart Generator (Generate Spending Chart).

Instructions:
Create a pie chart showing spending breakdown by category with amounts and percentages. Exclude Income and Transfer categories from the spending breakdown.

7. Notify my human (other) (Notify Completion).

Bank statement processing complete. Transactions categorized and logged to Google Sheets with spending breakdown chart.