Before You Start
Get the intake email for your expense tool:- Expensify:
receipts@expensify.com(or your custom address) - Ramp: Your unique
@receipts.ramp.comaddress - Brex: Your unique
@receipts.brex.comaddress - Other: Whatever email your accounting system accepts
Set Up the Automation
Create the trigger
Type: “Create an email automation: whenever I receive a receipt or invoice, auto-forward it to receipts@expensify.com” (replace with your actual address).

Customize the Trigger
- Narrow
- Broaden
- “Only forward receipts over $50”
- “Only forward receipts from Amazon, Uber, and airlines”
- “Forward invoices but not subscription renewals”
- “Only forward receipts with a PDF attachment”
Forward to Multiple Addresses
Ask the agent: “When I receive a receipt, forward it to both receipts@expensify.com and bookkeeper@myaccountant.com.”Test It
Wait for your next receipt, then verify it appeared in your expense tool. Check Settings > Automations to confirm the trigger fired. If a receipt wasn’t caught, ask the agent: “Why didn’t my last Amazon receipt get forwarded?”Related Articles
10 Automations
The essential automations every user should configure.
Email Triggers
How email trigger automations work under the hood.
iMessage Agent Setup
Connect your phone for alerts and OTP forwarding.
Automations Overview
All automation types and how to manage them.