What the Transaction Categorization Agent does
If your team's files live in Google Workspace, Gemini is the shortest path for this agent. It proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status. You approve the batch.
Categorization errors compound into wrong reports. This assistant applies your category rules consistently, records the evidence per transaction, and lists only the genuinely ambiguous ones as questions. You review the edge cases instead of the whole pile, and the same vendor codes the same way every month.
Where the Included files go in Gemini
Create a Gem whose instructions are the skill.md contents plus the setup prompt, then run the setup. Gems keep their instructions between sessions, so the agent's rules persist. For Sheets work, Gemini's Workspace integration makes it the natural home for these agents.
What a run looks like on Gemini
A run looks like this: you open the Gem, give it this run's inputs from the usage prompt, and Gemini works through transaction-categorization. The output - it proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status - can move straight into Sheets and Docs through the Workspace integration. You approve, adjust or discard first.
Setup, step by step
- Create a Gem in Gemini and name it after the job (for example: transaction categorization).
- Make the Gem's instructions the contents of
skill.mdplussetup-prompt.txt. - Run the setup conversation; the agent runs
transaction-categorizationon fictional sample data first - approve that test before real work. - Start each real run with that Gem and paste
usage-prompt.txtwith this run's inputs. Gems keep instructions between sessions, and Gemini's Workspace integration sits close to your Sheets and Docs.
Honest limits on Gemini
Gems are created and edited on the web, and some Workspace features depend on your plan. As with any assistant, approve the sample-data run before real data.
Questions people ask
Does the Transaction Categorization Agent work on Gemini?
Yes - the agent is three plain-text files, and on Gemini they live in a Gemini Gem. The four setup steps below are the whole job: Create a Gem in Gemini and name it after the job (for example: transaction categorization). Then make the gem's instructions the contents of skill.md plus setup-prompt.txt.
What does the Transaction Categorization Agent produce on Gemini?
It proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status. Gemini can hand it straight to Sheets and Docs through the Workspace integration. Every run waits for your approval before anything is sent, spent, published or scheduled.
Is this affiliated with Gemini?
No. AI Agent Skills is an independent store. We are not affiliated with, endorsed by, or sponsored by Gemini or its makers. Platform names belong to their owners; capabilities change, so check Gemini's current documentation.
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AI Agent Skills is an independent store, not affiliated with Gemini or its makers. Platform names belong to their owners.