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Ecommerce & Ordersfree

Automatically Update Amazon Transaction Memos in Ynab with AI & Gmail

by Angel MenendezUpdated Aug 2026
RequiresOpenAIGmailGmail
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MaWhen clicking ‘Test workflow’When clicking ‘…NOCheck Next TransactionCheck Next Tran…WeWebhookScSchedule TriggerTCCalculatorOpenAI Chat ModelOpenAI Chat Mod…HRGet All Unapproved TransactionsGet All Unappro…SOSplit out TransactionsSplit out Trans…SeExtract Needed DataExtract Needed …IfCheck if Amazon PurchaseCheck if Amazon…IfCheck if Memo field is EmptyCheck if Memo f…SILoop Over TransactionsLoop Over Trans…WaWait 5 seconds to avoid Rate LimitingWait 5 seconds …HRUpdate Transaction Memo FieldUpdate Transact…HRUpdate memo with ErrorUpdate memo wit…Search Emails for Transaction AmountSearch Emails f…IfCheck if emails foundCheck if emails…SeFormat EmailsAgJoin emails togetherJoin emails tog…AgMemo AI AgentIfCheck if AI Able to parse itemsCheck if AI Abl…NONo Emails FoundSeBudgetID12345678910111213141516171819202122232425
1/5
STEPS · 25
Run manually by an operator

On manual run, reads Amazon order emails from Gmail, matches them to YNAB transactions with OpenAI, and updates each transaction's memo.

Tags

manualcomplexOpenAIGmailDocument ExtractionAI Summarizationdiscoveredpending-review
Connects
OpenAIgmailGmail
CategoryEcommerce & Orders
Triggermanual
Complexitycomplex
Nodes23
AddedJun 27, 2026