Reconcile weekly expenses and chase missing receipts
Each week the bot builds an expense summary, matches receipts from the finance inbox, flags missing categories or policy breaks and drafts one follow-up per person.
Steps
- Connect the expense tool, the finance inbox and the policy document
- Run it once by hand and check that the totals tie out
- Turn it into a weekly routine that stops at drafts
Starter prompt
Build this week's expense summary from our expense tool. Match receipts from the finance inbox, flag anything missing or against the attached policy (quote the rule), and draft one reminder per owner. Don't send anything or change reimbursements.
Guardrail: Ask for the policy rule behind every flag and totals that match the source.
Prompts are our own examples. Results from sources are as reported by their authors.