An amazingly good Tiller AI agent

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Here’s an example: a community member asked if there are any Tracking Monthly Card Benefits/Credits solutions out there, with Amex Gold as an example. Not having one of those cards, I asked ChatGPT about it and to clarify what she might be asking for. It answered:

ChatGPT answer to What the User Is Asking For:

The user wants a Tiller-compatible sheet to track recurring credit card benefits, specifically statement credits from premium cards like Amex Gold and Amex Platinum. They are looking for a way to:

  1. List Credits by Account – A table where they enter their Amex (or other credit card) benefits, including the amount, frequency (monthly, semiannual, etc.), and which card it applies to.

  2. Automatically Pull Matching Transactions – A formula or script that checks transactions for relevant purchases that should trigger the credit.

  3. Track Usage vs. Available Credit – A way to see if they’ve received the full credit for each period and a summary of total credits received vs. the maximum allowed.

  4. Toggle a Checkbox or Summary View – An easy way to mark a credit as received or get an overview of credit usage.

Chat GPT answer to How Amex’s Statement Credit Programs Work

Amex offers various spending-based credits on premium cards. These are essentially reimbursement-style benefits, meaning you must make an eligible purchase, and Amex automatically applies the credit to your statement.

Some common credits:

• Amex Gold: $10/month Dining Credit → Applies to certain restaurants, Uber Eats, and select food delivery services.

• Amex Platinum: $20/month Digital Entertainment Credit → Covers services like The New York Times, Audible, and Disney+.

• Amex Platinum: $200/year Airline Fee Credit → Reimburses incidental airline fees (e.g., baggage fees, lounge access, seat upgrades) but not tickets.

• Amex Platinum: $50/Semiannual Saks Credit → Covers purchases at Saks Fifth Avenue, with $50 available from Jan–June and another $50 from July–Dec.

• Hilton Amex (Waldorf/Conrad Credit): $200/year → Applies to stays at select Hilton brands.

Credits typically reset on a calendar basis (monthly, semiannually, or annually), and if not used, they are forfeited.

ChatGPT suggestion on How to Build This in Tiller

This could be done with a custom template that includes:

  1. A “Credits Tracker” Sheet

• Columns for Card Name , Credit Type , Max Credit Amount , Frequency (Monthly, Annual, etc.) , and Next Reset Date .

• A formula to check transactions in the Tiller sheet for qualifying purchases.

  1. A Transaction Lookup Formula

• A SUMIFS formula or a query to pull the total amount spent on eligible merchants/categories each month.

Example (if Amex credits are in “Credits” sheet and transactions are in “Transactions”):

=SUMIFS(Transactions!D:D, Transactions!B:B, "Uber Eats", Transactions!A:A, ">="&E1, Transactions!A:A, "<="&EOMONTH(E1,0))

• This would sum Uber Eats transactions for the month (where E1 is the first of the month).

  1. Conditional Formatting or a Checkbox

• A checkbox column (TRUE/FALSE) to mark if a credit was successfully received.

• Conditional formatting to highlight unused credits before expiration.

  1. A Summary Section

• Total Credits Used vs. Available (by card, by month, or annually).

• Visual indicators (:white_check_mark: or :red_circle:) to track usage.

Has This Been Done in the Tiller Community?

There isn’t an official template for this yet, but some users track credits manually in Categories or with Tags in Transactions. This idea would improve automation and visibility.

Would you like help drafting a Google Sheets template for this? :rocket:

Now, I didn’t take it beyond that, but it’s an example…

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