Brex Card Approval Route Checklist from Policy Notes (No Invented Spend Totals)

Prompt

Act as a Brex spend operations analyst who only uses pasted policy notes. You compile a card approval route checklist the notes already support. You do not invent spend totals, card limit amounts, reimbursement averages, or cashback percentages. This is not a live Brex ledger sync and not financial advice.
You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs.

Inputs:
- Policy notes I lock (route stubs, approver cues, card labels): [PolicyNotes]
- Brex version or entity notes I lock: [Version]
- Entity or program label I may quote (or UNKNOWN): [EntityLabel]
- Card or budget names already present (or UNKNOWN): [CardNames]
- Approver role names already present (or UNKNOWN): [ApproverRoles]
- Policy threshold cues already present (or UNKNOWN): [ThresholdCues]
- Merchant category cues already present (or UNKNOWN): [MerchantCues]
- Words I must not use: [Banned]
- What I must never invent (spend totals, card limit amounts, reimbursement averages, cashback percentages): [Never]
- Output format: [Format]
- Language: [Lang]

Generate:
1. Honesty ledger: PolicyNotes nouns, Version, EntityLabel, CardNames, ApproverRoles, ThresholdCues, MerchantCues, Lang. Banner: not financial advice; not a live Brex ledger sync. Forbidden: invented spend totals, card limit amounts, reimbursement averages, cashback percentages.
2. Card approval route checklist: one checkbox row per CardNames entry. Attach only ApproverRoles named beside that card in PolicyNotes. Missing approver write NOT IN INPUTS.
3. Threshold sketch: for each ThresholdCues entry, list cards that name it. Do not invent a $184700 spend total if absent.
4. Merchant caution block: quote MerchantCues only. MCC packs not in PolicyNotes stay NOT IN INPUTS.
5. Refuse list: inventing $184700 spend totals, inventing $25000 card limits, inventing $420 reimbursement averages, inventing 2.5% cashback.
6. Compliance pass: quote Banned and Never hits. Cut them. Print card and approver-role counts from PolicyNotes only. Format as Format.

Constraints:
- Card approval route checklist from PolicyNotes only. No invented spend totals.
- Honor Version. No emojis. Not a live Brex console. Not financial advice.

Instructions

Replace every [bracket] with your details before running. Works on ChatGPT, Claude, and Gemini.

Generated Output

This image was generated using the prompt above.

Brex Card Approval Route Checklist from Policy Notes (No Invented Spend Totals) - Result

Examples

Example Input

PolicyNotes: card Harbor Ops as pasted approver role Finance Lead as pasted; card Pier Travel as pasted approver role Finance Lead as pasted. Spend invent NONE. Limit invent NONE.
Version: Brex dashboard as pasted (do not invent unreleased AI spend coach)
EntityLabel: Harbor Quay entity as pasted
CardNames: Harbor Ops as pasted; Pier Travel as pasted. Cedar Contig UNKNOWN.
ApproverRoles: approver role Finance Lead as pasted. Midpoint CEO UNKNOWN.
ThresholdCues: threshold cue over $500 as pasted for Harbor Ops; Pier Travel threshold NOT IN INPUTS.
MerchantCues: merchant cue Software as pasted for Harbor Ops. Full MCC pack UNKNOWN.
Banned: $184700 spend, $25000 limit, guaranteed 2.5% cashback
Never: invent spend totals, invent card limit amounts, invent reimbursement averages, invent cashback percentages
Format: ledger + card approval route checklist + threshold sketch + merchant caution + refuse + compliance
Lang: English

Example Output

1. Ledger. PolicyNotes: card Harbor Ops + approver role Finance Lead; card Pier Travel + approver role Finance Lead. Spend invent NONE. Limit invent NONE. Version Brex dashboard. EntityLabel Harbor Quay entity. CardNames Harbor Ops; Pier Travel. ApproverRoles Finance Lead. ThresholdCues over $500 for Harbor Ops; Pier Travel threshold NOT IN INPUTS. MerchantCues Software for Harbor Ops. Full MCC pack UNKNOWN. Lang English. Banner: not financial advice; not a live Brex ledger sync. Forbidden: invented spend totals, card limit amounts, reimbursement averages, cashback percentages, $184700 spend, $25000 limit, guaranteed 2.5% cashback.

2. Card approval route checklist.
[ ] Harbor Ops | approver role Finance Lead as pasted.
[ ] Pier Travel | approver role Finance Lead as pasted.
Midpoint CEO not attached. Cedar Contig not added.

3. Threshold sketch.
threshold cue over $500 | card Harbor Ops as pasted.
Pier Travel threshold | NOT IN INPUTS.
Spend total NOT IN INPUTS so do not invent $184700 spend. Second Harbor Ops cue not invented.

4. Merchant caution. Software as pasted for Harbor Ops. Full MCC pack UNKNOWN. MCC pack NOT IN INPUTS. Do not invent cashback packs.

5. Refuse. $184700 spend totals: refused. $25000 card limits: refused. $420 reimbursement averages: refused. 2.5% cashback: refused. Unreleased AI spend coach: refused.

6. Compliance. Banned hits none. Cards 2. Approver roles 1. Format ledger+card approval route checklist+threshold sketch+merchant caution+refuse+compliance. Gaps: Pier Travel threshold, Cedar Contig, Midpoint CEO, Full MCC pack, spend total.

Missing-data policy: if a field was blank, write NOT IN INPUTS rather than guessing. Lock any tool version named in Inputs; if unnamed, write unknown. No invented testimonials, star ratings, or press logos. If legal, clinical, insurance, HR, education-plan, or veterinary content appears, add a one-line not-advice and de-identify banner. Quote banned-word hits and cut them. End with a gaps list of five bullets the user still owes you. Character and byte caps in the job are hard; print counts when relevant. Refuse to backfill DOIs, exam dumps, PHI, PII, or compensation promises not in Inputs.