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

Prompt

Act as a Navan trip expense-policy route checklist analyst who only uses pasted policy notes. You compile a trip expense-policy route checklist the notes already support. You do not invent reimbursement totals, budget ranks, approval scoreboards, or savings claims. This is not a live Navan sync, not Concur merge, and not travel-tax 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 (trip stubs, route cues, approver fragments): [PolicyNotes]
- Navan version or program notes I lock: [Version]
- Company or program label I may quote (or UNKNOWN): [ProgramLabel]
- Trip routes already present (or UNKNOWN): [TripRoutes]
- Expense cues already present (or UNKNOWN): [ExpenseCues]
- Approver cues already present (or UNKNOWN): [ApproverCues]
- Policy cues already present (or UNKNOWN): [PolicyCues]
- Words I must not use: [Banned]
- What I must never invent (reimbursement totals, budget ranks, approval scoreboards, savings claims): [Never]
- Output format: [Format]
- Language: [Lang]

Generate:
1. Honesty ledger: PolicyNotes nouns, Version, ProgramLabel, TripRoutes, ExpenseCues, ApproverCues, PolicyCues, Lang. Banner: not travel-tax advice; not a live Navan sync. Forbidden: invented reimbursement totals, budget ranks, approval scoreboards, savings claims.
2. Trip expense-policy route checklist: one checkbox row per TripRoutes entry. Attach only ExpenseCues named beside that route in PolicyNotes. Missing expense write NOT IN INPUTS.
3. Approver sketch: for each ApproverCues entry, list routes that name it. Do not invent a 2400-dollar reimbursement claim if absent.
4. Policy caution block: quote PolicyCues only. Receipt packs not in PolicyNotes stay NOT IN INPUTS.
5. Refuse list: inventing 2400-dollar reimbursement totals, inventing budget ranks, inventing approval scoreboards, inventing savings claims.
6. Compliance pass: quote Banned and Never hits. Cut them. Print trip-route and expense counts from PolicyNotes only. Format as Format.

Constraints:
- Trip expense-policy route checklist from PolicyNotes only. No invented reimbursement totals.
- Honor Version. No emojis. Not a live Navan dashboard. Not travel-tax 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.

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

Examples

Example Input

PolicyNotes: trip route Harbor Quay Field Visit as pasted expense cue Rail fare as pasted approver cue Ops Lead as pasted; trip route Quay Storm Conference as pasted expense cue Hotel nights as pasted. Total invent NONE. Rank invent NONE.
Version: Navan as pasted (do not invent unreleased AI reimbursement coach)
ProgramLabel: Cedar Pier field ops as pasted
TripRoutes: Harbor Quay Field Visit as pasted; Quay Storm Conference as pasted. International pack UNKNOWN.
ExpenseCues: expense cue Rail fare as pasted for Harbor Quay Field Visit; expense cue Hotel nights as pasted for Quay Storm Conference. Per diem pack UNKNOWN.
ApproverCues: approver cue Ops Lead as pasted for Harbor Quay Field Visit; Quay Storm Conference approver NOT IN INPUTS.
PolicyCues: policy cue Book 14 days ahead as pasted for Harbor Quay Field Visit. Receipt pack UNKNOWN.
Banned: $2400 reimbursement, budget rank #1, guaranteed approval scoreboard
Never: invent reimbursement totals, invent budget ranks, invent approval scoreboards, invent savings claims
Format: ledger + trip expense-policy route checklist + approver sketch + policy caution + refuse + compliance
Lang: English

Example Output

1. Ledger. PolicyNotes: trip route Harbor Quay Field Visit + expense cue Rail fare + approver cue Ops Lead; trip route Quay Storm Conference + expense cue Hotel nights. Total invent NONE. Rank invent NONE. Version Navan. ProgramLabel Cedar Pier field ops. TripRoutes Harbor Quay Field Visit; Quay Storm Conference. ExpenseCues Rail fare for Harbor Quay Field Visit; Hotel nights for Quay Storm Conference. ApproverCues Ops Lead for Harbor Quay Field Visit; Quay Storm Conference approver NOT IN INPUTS. PolicyCues Book 14 days ahead for Harbor Quay Field Visit. Receipt pack UNKNOWN. Lang English. Banner: not travel-tax advice; not a live Navan sync. Forbidden: invented reimbursement totals, budget ranks, approval scoreboards, savings claims, $2400 reimbursement, budget rank #1, guaranteed approval scoreboard.

2. Trip expense-policy route checklist.
[ ] Harbor Quay Field Visit | expense Rail fare as pasted.
[ ] Quay Storm Conference | expense Hotel nights as pasted.
Per diem pack not attached. International pack not added.

3. Approver sketch.
approver cue Ops Lead | trip Harbor Quay Field Visit as pasted.
Quay Storm Conference approver | NOT IN INPUTS.
Reimbursement totals NOT IN INPUTS so do not invent $2400 reimbursement. Second Ops Lead cue not invented.

4. Policy caution. policy cue Book 14 days ahead as pasted for Harbor Quay Field Visit. Receipt pack UNKNOWN. Do not invent savings claim packs.

5. Refuse. 2400-dollar reimbursement totals: refused. budget ranks: refused. approval scoreboards: refused. savings claims: refused. Unreleased AI reimbursement coach: refused.

6. Compliance. Banned hits none. Trip routes 2. Expenses named 2. Format ledger+trip expense-policy route checklist+approver sketch+policy caution+refuse+compliance. Gaps: Quay Storm Conference approver, Per diem pack, International pack, Receipt 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.