Personal Finance · Blog · 🇺🇸 United States · via agentusecases.ai
A professor gathers tax documents and deductions with skills
Chris Blattman, a professor at the University of Chicago, built routines that hunt for tax documents in Gmail and assemble spreadsheets.
- Profession
- Teacher, Consultant
- Tools
- Claude Code
- Source
- claudeblattman.com ↗
- Country
- 🇺🇸 United States
- Found via
- agentusecases.ai (Alex Finn) ↗
- Report date
- no date
- Verified on
- October 25, 2026
What they did
One skill searches Gmail for tax documents, downloads attachments, extracts amounts and lists what's missing. Another compiles donations, receipts and credit card statements into spreadsheets ready for the tax filing software, and it also built the schedule for his consulting income. He personally reviewed the statements for medical and childcare expenses.
How it went
The blog describes the workflow running, with human review on the sensitive parts.
Good to know
Take the result to your accountant; deduction rules vary by country.
The prompt
Search my emails from [year] for income tax documents: income statements, medical receipts, education, donations. Build a spreadsheet with date, issuer, amount, category and email link, plus a list of what seems to be missing.
Replace what is in [brackets]. Prompt written by us from the account, not a literal copy of the source. Do not paste other people’s personal data (privacy laws such as LGPD and GDPR apply).
Summary in our own words. Results as stated in the original account; we have not tested or audited them. Read the source ↗ Case found via agentusecases.ai (Alex Finn); text and prompt rewritten by us. Found a mistake?
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