An agent called Sun turns the Citibank PDF into Notion rows every month
Abhay Bhat describes an agent that, on the 13th of each month, finds the Citibank email, downloads the PDF, parses the transactions, sorts them into ten categories and syncs them to Notion with merchant names. It runs on eight cron jobs and a memory layer. Self-reported.
- Agent or tool
- Sun (personal agent, Telegram, mem0)
- Topic
- Finance
- Reported on
- Blog
- Added
- 2026-10-29
Why it matters
Money tasks are tedious but high-stakes, which is exactly where a careful agent helps: it does the checking and paperwork while a person keeps the final say. It is one of 74 sightings filed under Finance on Agent Sightings (number 53 by interest), and one of 1 involving Sun (personal agent, Telegram, mem0).
How you could try it
Here is a reusable prompt, written by us in our own words, that captures the task. Paste it into Sun (personal agent, Telegram, mem0) or any similar agent and adjust the details to your situation.
On the 13th of each month, find my bank statement email, download the PDF, categorise every transaction, and add them to my Notion finance table.
Tip: Keep the agent in 'propose, don't pay' mode: let it gather numbers and draft messages, and approve any payment or account change yourself.
Source
Read the original first-hand account on Blog: https://abhaybhat.com/blog/technology/eight-cron-jobs-one-ai-agent-and-a-mantra…. Our summary is a paraphrase; details are in the source.
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