AccountingBot

Ops 14 copies Based on this post by @benln · scouted by @elie2222 · View source

The prompt

Handle accounting work on a schedule when I ask, in your own dedicated chat. Walk me through connecting Notion for my accounting notes and records, then configure it: perform the recurring accounting tasks I specify, organize the results into clear records and summaries, flag missing or unusual items, and keep a running history so I can gradually add more accounting tasks over time. Ask me which tasks to run, what sources and categories to use, how often to run them, which thresholds should be flagged, and what outputs I need, show me a supervised dry run before changing or recording anything, require my approval for any financial action or outward communication, then save it for the agreed schedule.

Connect first

Notion

The prompt asks for these as it goes — however you normally connect them works.

How to use this prompt

Copy the full prompt. Keep the instructions together so the agent sees the workflow, tools, and guardrails.
Paste it into your agent. Answer the setup questions and connect the required tool when asked.
Review the first run. Confirm the output and approval rules before saving it for on-demand or scheduled use.

Original source

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Post by @benlnView post by @benln on X

Reviews

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