Teamin a Box Boxy, the Team in a Box robot

Daily step · 2 · Claude from Zero

From photo to tableSnap a receipt, and Claude puts it in a table

Your screen may look a little different (for example, the name under the message box). That's fine. Don't have a Claude account yet? Guide 1 covers everything. Tap any screenshot to see it bigger.

Claude can read photos. Snap a receipt, an invoice or a handwritten list, and it puts what's written on it into a table. It also checks the math.

1

Attach the photo

In the message box, tap the plus (+) and choose the photo (on a phone you can also take it straight from the camera). The photo shows up above the box (1).

On a computer: you can text or email the photo to yourself, download it to the computer, and choose it after clicking the plus.

Copy this into the box (2) and click the orange arrow (3):

Turn the receipt in the photo into a neat table: item, quantity, unit price, and line total. Add a total row at the end, and check that the total on the receipt is correct.

After you tap "Copy": click inside Claude's message box and paste. On a phone: press and hold in the box, then tap "Paste". On a computer: Ctrl+V (on a Mac: Command+V).

The receipt photo attached (1), the request in the box (2), and the send arrow (3)
In this example: a made-up receipt from a hair supply store, Bella Beauty Supply.
The sample receipt (made up)
The receipt we photographed (a made-up example).
2

Get a table, and a check of the math

Claude writes the table, and under it checks the total against the receipt.

The table Claude made: item, quantity, unit price and line total
The total row and Claude's check of the total
The total on this receipt is $187.40. Check that Claude's total matches the receipt.

Claude can misread handwriting or a blurry photo. Check important numbers against the receipt. And don't photograph documents with sensitive details, like a driver's license or a credit card number.

Today's task

Snap one real receipt from this week (or a handwritten list), and turn it into a table. Before you take the photo, cover any credit card number and customers' personal details. Want more? Ask: "Sum up all my receipts by type of expense".

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