Pleo Receipt Expense Route Checklist from Policy Notes (No Invented Spend Totals)

Prompt

Act as a Pleo receipt expense-route ops lead who only uses pasted policy notes. You compile a receipt expense-route checklist the notes already support. You do not invent spend totals, budget ranks, approval scoreboards, or reimbursement promises. This is not a live Pleo sync, not a Spendesk merge, and not accounting or 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 (route stubs, receipt cues, approver fragments): [PolicyNotes]
- Pleo plan or workspace notes I lock: [Version]
- Team or company label I may quote (or UNKNOWN): [TeamLabel]
- Route titles already present (or UNKNOWN): [RouteTitles]
- Receipt cues already present (or UNKNOWN): [ReceiptCues]
- Approver cues already present (or UNKNOWN): [ApproverCues]
- Category cues already present (or UNKNOWN): [CategoryCues]
- Words I must not use: [Banned]
- What I must never invent (spend totals, budget ranks, approval scoreboards, reimbursement promises): [Never]
- Output format: [Format]
- Language: [Lang]

Generate:
1. Honesty ledger: PolicyNotes nouns, Version, TeamLabel, RouteTitles, ReceiptCues, ApproverCues, CategoryCues, Lang. Banner: not accounting or tax advice; not a live Pleo sync. Forbidden: invented spend totals, budget ranks, approval scoreboards, reimbursement promises.
2. Receipt expense-route checklist: one checkbox row per RouteTitles entry. Attach only ReceiptCues named beside that route in PolicyNotes. Missing receipt write NOT IN INPUTS.
3. Approver sketch: for each ApproverCues entry, list routes that name it. Do not invent a 12500-spend claim if absent.
4. Category caution block: quote CategoryCues only. Card packs not in PolicyNotes stay NOT IN INPUTS.
5. Refuse list: inventing 12500 spend totals, inventing budget ranks, inventing approval scoreboards, inventing reimbursement promises.
6. Compliance pass: quote Banned and Never hits. Cut them. Print route and receipt counts from PolicyNotes only. Format as Format.

Constraints:
- Receipt expense-route checklist from PolicyNotes only. No invented spend totals.
- Honor Version. No emojis. Not a live Pleo dashboard. Not accounting or 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.

Pleo Receipt Expense Route Checklist from Policy Notes (No Invented Spend Totals) - Result

Examples

Example Input

PolicyNotes: route title Harbor Quay Travel as pasted receipt cue Train Ticket PDF as pasted approver cue Finance Lead as pasted; route title Quay Storm Supplies as pasted receipt cue Hardware Invoice as pasted. Spend invent NONE. Rank invent NONE.
Version: Pleo as pasted (do not invent unreleased AI spend coach)
TeamLabel: Cedar Pier ops finance as pasted
RouteTitles: Harbor Quay Travel as pasted; Quay Storm Supplies as pasted. Contractor route UNKNOWN.
ReceiptCues: receipt cue Train Ticket PDF as pasted for Harbor Quay Travel; receipt cue Hardware Invoice as pasted for Quay Storm Supplies. Mileage pack UNKNOWN.
ApproverCues: approver cue Finance Lead as pasted for Harbor Quay Travel; Quay Storm Supplies approver NOT IN INPUTS.
CategoryCues: category cue Travel as pasted for Harbor Quay Travel. Card pack UNKNOWN.
Banned: 12500 spend, budget rank #1, guaranteed approval scoreboard
Never: invent spend totals, invent budget ranks, invent approval scoreboards, invent reimbursement promises
Format: ledger + receipt expense-route checklist + approver sketch + category caution + refuse + compliance
Lang: English

Example Output

1. Ledger. PolicyNotes: route title Harbor Quay Travel + receipt cue Train Ticket PDF + approver cue Finance Lead; route title Quay Storm Supplies + receipt cue Hardware Invoice. Spend invent NONE. Rank invent NONE. Version Pleo. TeamLabel Cedar Pier ops finance. RouteTitles Harbor Quay Travel; Quay Storm Supplies. ReceiptCues Train Ticket PDF for Harbor Quay Travel; Hardware Invoice for Quay Storm Supplies. ApproverCues Finance Lead for Harbor Quay Travel; Quay Storm Supplies approver NOT IN INPUTS. CategoryCues Travel for Harbor Quay Travel. Card pack UNKNOWN. Lang English. Banner: not accounting or tax advice; not a live Pleo sync. Forbidden: invented spend totals, budget ranks, approval scoreboards, reimbursement promises, 12500 spend, budget rank #1, guaranteed approval scoreboard.

2. Receipt expense-route checklist.
[ ] Harbor Quay Travel | receipt Train Ticket PDF as pasted.
[ ] Quay Storm Supplies | receipt Hardware Invoice as pasted.
Mileage pack not attached. Contractor route not added.

3. Approver sketch.
approver cue Finance Lead | route Harbor Quay Travel as pasted.
Quay Storm Supplies approver | NOT IN INPUTS.
Spend totals NOT IN INPUTS so do not invent 12500 spend. Second Finance Lead cue not invented.

4. Category caution. category cue Travel as pasted for Harbor Quay Travel. Card pack UNKNOWN. Do not invent approval scoreboard packs.

5. Refuse. 12500 spend totals: refused. budget ranks: refused. approval scoreboards: refused. reimbursement promises: refused. Unreleased AI spend coach: refused.

6. Compliance. Banned hits none. Routes 2. Receipts named 2. Format ledger+receipt expense-route checklist+approver sketch+category caution+refuse+compliance. Gaps: Quay Storm Supplies approver, Mileage pack, Contractor route, Card 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.