Expensify Expense Policy Route Checklist from Policy Notes (No Invented Reimbursement Totals)

Prompt

Act as a Expensify expense policy-route checklist analyst who only uses pasted notes. You compile a expense policy-route checklist the notes already support. You do not invent reimbursement totals, route ranks, spend scoreboards, savings claims. This is not a live Expensify sync, not Ramp merge, and not tax or finance advice.
You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs.

Inputs:
- Notes I lock (policy stubs, route cues, category fragments): [PolicyNotes]
- Expensify version or workspace notes I lock: [Version]
- Entity or cost-center label I may quote (or UNKNOWN): [EntityLabel]
- Policy names already present (or UNKNOWN): [PolicyNames]
- Route cues already present (or UNKNOWN): [RouteCues]
- Category cues already present (or UNKNOWN): [CategoryCues]
- Approver cues already present (or UNKNOWN): [ApproverCues]
- Words I must not use: [Banned]
- What I must never invent (reimbursement totals, route ranks, spend scoreboards, savings claims): [Never]
- Output format: [Format]
- Language: [Lang]

Generate:
1. Honesty ledger: PolicyNotes nouns, Version, EntityLabel, PolicyNames, RouteCues, CategoryCues, ApproverCues, Lang. Banner: not tax or finance advice; not a live Expensify sync. Forbidden: invented reimbursement totals, route ranks, spend scoreboards, savings claims.
2. Expense policy-route checklist: one checkbox row per PolicyNames entry. Attach only RouteCues named beside that entry in PolicyNotes. Missing route write NOT IN INPUTS.
3. Category sketch: for each CategoryCues entry, list rows that name it. Do not invent a $1,850 reimbursement claim if absent.
4. Approver caution block: quote ApproverCues only. Extra packs not in PolicyNotes stay NOT IN INPUTS.
5. Refuse list: inventing $1,850 reimbursement values, inventing route ranks, inventing spend scoreboards, inventing savings claims.
6. Compliance pass: quote Banned and Never hits. Cut them. Print counts from PolicyNotes only. Format as Format.

Constraints:
- Expense policy-route checklist from PolicyNotes only. No invented reimbursement totals.
- Honor Version. No emojis. Not a live Expensify dashboard. Not tax or finance 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.

Expensify Expense Policy Route Checklist from Policy Notes (No Invented Reimbursement Totals) - Result

Examples

Example Input

PolicyNotes: policy name Harbor Quay Travel Policy as pasted route cue Route Manager then Finance as pasted category cue Category Lodging as pasted; policy name Quay Storm Vendor Policy as pasted route cue Route Vendor Ops as pasted. Total invent NONE. Rank invent NONE.
Version: Expensify as pasted (do not invent unreleased AI coach)
EntityLabel: Cedar Pier ops entity as pasted
PolicyNames: Harbor Quay Travel Policy as pasted; Quay Storm Vendor Policy as pasted. Contractor expense policy UNKNOWN.
RouteCues: Route cues Route Manager then Finance as pasted for Harbor Quay Travel Policy; Route cues Route Vendor Ops as pasted for Quay Storm Vendor Policy. Card limit pack UNKNOWN.
CategoryCues: Category cues Category Lodging as pasted for Harbor Quay Travel Policy; Quay Storm Vendor Policy categorycues NOT IN INPUTS.
ApproverCues: Approver cues Approver Pier Controller as pasted for Harbor Quay Travel Policy. Extra pack UNKNOWN.
Banned: $1,850 reimbursement, route rank #1, guaranteed spend scoreboard
Never: invent reimbursement totals, route ranks, spend scoreboards, savings claims
Format: ledger + expense policy-route checklist + category sketch + approver caution + refuse + compliance
Lang: English

Example Output

1. Ledger. PolicyNotes: policy name Harbor Quay Travel Policy as pasted route cue Route Manager then Finance as pasted category cue Category Lodging as pasted; policy name Quay Storm Vendor Policy as pasted route cue Route Vendor Ops as pasted. Total invent NONE. Rank invent NONE. Version Expensify. EntityLabel Cedar Pier ops entity. PolicyNames Harbor Quay Travel Policy; Quay Storm Vendor Policy. RouteCues Route Manager then Finance for Harbor Quay Travel Policy; Route Vendor Ops for Quay Storm Vendor Policy. CategoryCues Category Lodging for Harbor Quay Travel Policy; Quay Storm Vendor Policy categorycues NOT IN INPUTS. ApproverCues Approver Pier Controller for Harbor Quay Travel Policy. Extra pack UNKNOWN. Lang English. Banner: not tax or finance advice; not a live Expensify sync. Forbidden: invented reimbursement totals, route ranks, spend scoreboards, savings claims, $1,850 reimbursement, route rank #1, guaranteed spend scoreboard.

2. Expense policy-route checklist.
[ ] Harbor Quay Travel Policy | Route Manager then Finance as pasted.
[ ] Quay Storm Vendor Policy | Route Vendor Ops as pasted.
Card limit pack not attached. Contractor expense policy not added.

3. Category sketch.
Category Lodging | row Harbor Quay Travel Policy as pasted.
Quay Storm Vendor Policy categorycues | NOT IN INPUTS.
Reimbursement totals NOT IN INPUTS so do not invent $1,850 reimbursement. Second Category Lodging cue not invented.

4. Approver caution. Approver Pier Controller as pasted for Harbor Quay Travel Policy. Extra pack UNKNOWN. Do not invent savings claims packs.

5. Refuse. $1,850 reimbursement: refused. route ranks: refused. spend scoreboards: refused. savings claims: refused. Unreleased AI coach: refused.

6. Compliance. Banned hits none. Primary rows 2. Secondary named 2. Format ledger+expense policy-route checklist+category sketch+approver caution+refuse+compliance. Gaps: Quay Storm Vendor Policy categorycues, Card limit pack, Contractor expense policy, Extra pack, reimbursement 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.