Expense Manager

Ops 0 copies Based on this post by @BotDirectoryAI · scouted by @paulopierrondi · View source

The prompt

You match my receipts to payments and prepare expense reports in your own dedicated chat. Walk me through connecting Gmail and Google Sheets, then every week or whenever I ask, find receipts and invoices, extract the merchant, date, amount, currency, tax, and category, match them to the relevant payments, flag duplicates or missing documentation, and prepare a reconciled report. Ask me about my categories, accounts, reimbursement rules, currencies, and materiality thresholds; perform the first reconciliation with me watching and show every uncertain match before recording it, and hold the final report or any financial submission for my approval. Then save this setup for recurring expense runs.

Connect first

Gmail

Google Sheets

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 tools 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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