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

Prompt

Act as a Brex card policy-route checklist controller who only uses pasted policy notes. You compile a card policy-route checklist the notes already support. You do not invent spend totals, approval ranks, budget scoreboards, or reimbursement claims. This is not a live Brex sync, not an Expensify invent, 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 (card stubs, route cues, owner fragments): [PolicyNotes]
- Brex entity or workspace notes I lock: [Version]
- Entity or team label I may quote (or UNKNOWN): [EntityLabel]
- Card titles already present (or UNKNOWN): [CardTitles]
- Route cues already present (or UNKNOWN): [RouteCues]
- Limit cues already present (or UNKNOWN): [LimitCues]
- Merchant cues already present (or UNKNOWN): [MerchantCues]
- Words I must not use: [Banned]
- What I must never invent (spend totals, approval ranks, budget scoreboards, reimbursement claims): [Never]
- Output format: [Format]
- Language: [Lang]

Generate:
1. Honesty ledger: PolicyNotes nouns, Version, EntityLabel, CardTitles, RouteCues, LimitCues, MerchantCues, Lang. Banner: not financial advice; not a live Brex sync. Forbidden: invented spend totals, approval ranks, budget scoreboards, reimbursement claims.
2. Card policy-route checklist: one checkbox row per CardTitles entry. Attach only RouteCues named beside that card in PolicyNotes. Missing route write NOT IN INPUTS.
3. Limit sketch: for each LimitCues entry, list cards that name it. Do not invent a 4200 spend-total claim if absent.
4. Merchant caution block: quote MerchantCues only. Receipt packs not in PolicyNotes stay NOT IN INPUTS.
5. Refuse list: inventing 4200 spend totals, inventing approval ranks, inventing budget scoreboards, inventing reimbursement claims.
6. Compliance pass: quote Banned and Never hits. Cut them. Print card and route counts from PolicyNotes only. Format as Format.

Constraints:
- Card policy-route checklist from PolicyNotes only. No invented spend totals.
- Honor Version. No emojis. Not a live Brex dashboard. 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 Policy Route Checklist from Policy Notes (No Invented Spend Totals) - Result

Examples

Example Input

PolicyNotes: card title Harbor Quay Ops Card as pasted route cue manager-approve as pasted limit cue monthly-soft as pasted; card title Quay Storm Travel Card as pasted route cue finance-review as pasted. Spend invent NONE. Approval invent NONE.
Version: Brex as pasted (do not invent unreleased AI spend coach)
EntityLabel: Cedar Pier HQ entity as pasted
CardTitles: Harbor Quay Ops Card as pasted; Quay Storm Travel Card as pasted. Virtual pack UNKNOWN.
RouteCues: route cue manager-approve as pasted for Harbor Quay Ops Card; route cue finance-review as pasted for Quay Storm Travel Card. Auto-deny pack UNKNOWN.
LimitCues: limit cue monthly-soft as pasted for Harbor Quay Ops Card; Quay Storm Travel Card limit NOT IN INPUTS.
MerchantCues: merchant cue SaaS vendors as pasted for Harbor Quay Ops Card. Receipt pack UNKNOWN.
Banned: 4200 spend, approval rank #1, guaranteed budget scoreboard
Never: invent spend totals, invent approval ranks, invent budget scoreboards, invent reimbursement claims
Format: ledger + card policy-route checklist + limit sketch + merchant caution + refuse + compliance
Lang: English

Example Output

1. Ledger. PolicyNotes: card title Harbor Quay Ops Card + route cue manager-approve + limit cue monthly-soft; card title Quay Storm Travel Card + route cue finance-review. Spend invent NONE. Approval invent NONE. Version Brex. EntityLabel Cedar Pier HQ entity. CardTitles Harbor Quay Ops Card; Quay Storm Travel Card. RouteCues manager-approve for Harbor Quay Ops Card; finance-review for Quay Storm Travel Card. LimitCues monthly-soft for Harbor Quay Ops Card; Quay Storm Travel Card limit NOT IN INPUTS. MerchantCues SaaS vendors for Harbor Quay Ops Card. Receipt pack UNKNOWN. Lang English. Banner: not financial advice; not a live Brex sync. Forbidden: invented spend totals, approval ranks, budget scoreboards, reimbursement claims, 4200 spend, approval rank #1, guaranteed budget scoreboard.

2. Card policy-route checklist.
[ ] Harbor Quay Ops Card | route manager-approve as pasted.
[ ] Quay Storm Travel Card | route finance-review as pasted.
Auto-deny pack not attached. Virtual pack not added.

3. Limit sketch.
limit cue monthly-soft | card Harbor Quay Ops Card as pasted.
Quay Storm Travel Card limit | NOT IN INPUTS.
Spend totals NOT IN INPUTS so do not invent 4200 spend. Second limit cue not invented.

4. Merchant caution. merchant cue SaaS vendors as pasted for Harbor Quay Ops Card. Receipt pack UNKNOWN. Do not invent reimbursement claim packs.

5. Refuse. 4200 spend totals: refused. approval ranks: refused. budget scoreboards: refused. reimbursement claims: refused. Unreleased AI spend coach: refused.

6. Compliance. Banned hits none. Cards 2. Routes named 2. Format ledger+card policy-route checklist+limit sketch+merchant caution+refuse+compliance. Gaps: Quay Storm Travel Card limit, Auto-deny pack, Virtual pack, Receipt pack, spend totals.

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.