---
name: ce-finance-review
description: >
  Run the CE (Curious Endeavor) bi-monthly expense sweep. Pulls new receipts from email,
  deduplicates against Notion, adds new entries, and posts a summary to #ce-finance.
  Use when Assaf says "go", "finance review", "run the sweep", or when the CE Finance Review
  calendar event fires (1st and 15th of each month). Also use for one-off expense audits,
  subscription checks, or when asked to update the CE expense board.
---

# CE Finance Review

## Trigger Prompt
When Assaf says "go" or "finance review" in #ce-finance, run this skill in full without asking for confirmation.

## Quick Run

```bash
cd /root/.openclaw/workspace && source venv/bin/activate
python3 skills/ce-finance-review/scripts/finance-sweep.py
```

Script handles: Gmail scan → PDF parsing → dedup → Notion insert → summary output.

**Post the output summary to #ce-finance when done.**

## What the Script Does

1. Fetches existing Notion entries (dedup set)
2. Scans `assafdagan@gmail.com` + `assafdagancos@gmail.com` for new receipts
3. Parses Anthropic PDF attachments for EUR/USD amounts
4. Matches other receipts to known vendors (see `references/config.md`)
5. Skips entries already in Notion (by vendor+month+amount or invoice number)
6. Adds new entries to Notion DB
7. Prints summary by month

## After the Script

Post this to #ce-finance:
```
💰 CE Finance sweep complete — [date]
• X new entries added to Notion
• [Month]: [amounts]
• [Flag any new/unknown vendors or unusual amounts]
• Board: https://www.notion.so/322330c28646811aa610e003f616ac91
```

## Manual Steps (if script misses something)

For AMEX statements: ask Assaf to paste/attach the CSV export from amex.com.
Parse with the categorization logic in `references/config.md` (VENDOR_MAP + NOT CE list).

## Known Vendor Gotchas

- **Weavy** billed as "Figma, Inc." via Stripe — sender contains `stripe`, amount ~$45. NOT the same as Figma Design Tool ($35, from support@figma.com).
- **Anthropic** receipts are PDF attachments. Invoice numbers used for dedup.
- **Meta Ads** — client spend notifications, NOT CE expenses. Skip or flag as NOT CE.
- **Mockup Maison** — marketing newsletter, NOT a charge. Skip entirely.
- **Google Workspace Spoken** — Spoken Method business, NOT CE.

## Flags to Raise to Assaf

- Any new vendor not in known list
- Any single charge >€100 not already tracked
- Anthropic spend trending up (alert if monthly >€300)
- Cancelled subscriptions still charging

## Config Reference

All credentials, DB IDs, vendor mappings, and category rules → `references/config.md`