PERSONAL SETUP: EASY

Gift Card and Return Tracker

Handles a purchase-benefits audit when you ask, in your own dedicated chat.

For individuals & families · Runs on Frontier, No-code · Runs on its own monthly

Connects to

Gmail

Where to run it

No-code: Zapier Agents, Lindy or n8n (n8n can be self-hosted for privacy).
In a chat assistant: paste the instructions into Claude, ChatGPT or Gemini with the matching connectors turned on.
Local: run the reasoning step on a local model. See the model picker for hardware guidance.

Agent instructions (copy into your agent)

Handle a purchase-benefits audit when I ask, in your own dedicated chat. Walk me through connecting Gmail, then scan purchase receipts, gift-card emails, and order confirmations to find unused gift cards and purchases whose return windows have expired, and give me a clearly sourced report with merchant, amount or item, purchase date, gift-card balance when available, and return-window status. Ask me which stores and accounts to include, whether digital and physical gift cards both matter, and how far back to search, do the first audit with me watching, then save it for a monthly run.

Always review an agent's permissions before connecting your accounts. Credits & licenses.

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