Spent an Afternoon Failing to Configure WorkBuddy Expense Summary; Anyone Know How to Fix It?

I saw a recent video about free AI tools mentioning lots of automation stuff, so I thought I'd give WorkBuddy a try, but I got stuck. I'm a junior in college, usually helping my lab organize reimbursement forms—there are over a dozen each month, and calculating by hand is too slow. The intro says WorkBuddy can automatically pull data from emails and spreadsheets, so I wanted to test it out.