AI connector use case · Stock & money
Log business expenses as you go
Tell the AI what you spent, and it adds the line to InboxCRM's expense book, so reports show what you really earn.
- Changes on
The prompt
Copy this into Claude, ChatGPT or Gemini
Add expenses for today: 3,500 for packaging (Supplies) and 1,200 for delivery fuel (Transport).
- Changes on: Switch on “Let Claude change my InboxCRM (create, edit, delete)” on the same tab.
Step by step
How to do it
What you get: An expense book that is always up to date, without a spreadsheet.
- 1Switch on changes in InboxCRM.
- 2Paste the prompt with the amount, what it was for and the category.
- 3The AI adds the lines. It can create a category you name.
- 4Ask for the month's expenses any time.
Tips
- Log from your phone through the AI app's mobile version.
- Use the same few categories every time.
Watch out
Deleting an expense shows a preview first.
Connector tools used:expenses
Not connected yet?
Add one address to your AI app, sign in with your InboxCRM account and choose what it may read and change.
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