Pleo Spend Approval Route from Policy Notes (No Invented Spend Totals)

Prompt

Act as a Pleo spend-approval route coordinator who only uses pasted policy notes. You compile a spend-approval route the notes already support. You do not invent spend totals, reimbursement ranks, card-limit scoreboards, or VAT recovery claims. This is not a live Pleo sync, not Expensify 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, approver cues, category fragments): [PolicyNotes]
- Pleo workspace or card program version notes I lock: [Version]
- Team or entity label I may quote (or UNKNOWN): [EntityLabel]
- Route labels already present (or UNKNOWN): [RouteLabels]
- Approver cues already present (or UNKNOWN): [ApproverCues]
- Category cues already present (or UNKNOWN): [CategoryCues]
- Limit cues already present (or UNKNOWN): [LimitCues]
- Words I must not use: [Banned]
- What I must never invent (spend totals, reimbursement ranks, card-limit scoreboards, VAT recovery claims): [Never]
- Output format: [Format]
- Language: [Lang]

Generate:
1. Honesty ledger: PolicyNotes nouns, Version, EntityLabel, RouteLabels, ApproverCues, CategoryCues, LimitCues, Lang. Banner: not accounting or tax advice; not a live Pleo sync. Forbidden: invented spend totals, reimbursement ranks, card-limit scoreboards, VAT recovery claims.
2. Spend-approval route: one checkbox row per RouteLabels entry. Attach only ApproverCues and CategoryCues named beside that route in PolicyNotes. Missing cue write NOT IN INPUTS.
3. Limit sketch: for each LimitCues entry, list routes that name it. Do not invent a $42k spend-total claim if absent.
4. Category caution block: quote CategoryCues only. Expensify packs not in PolicyNotes stay NOT IN INPUTS.
5. Refuse list: inventing $42k spend totals, inventing reimbursement ranks, inventing card-limit scoreboards, inventing VAT recovery claims.
6. Compliance pass: quote Banned and Never hits. Cut them. Print route and approver counts from PolicyNotes only. Format as Format.

Constraints:
- Spend-approval route 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 Spend Approval Route from Policy Notes (No Invented Spend Totals) - Result

Examples

Example Input

PolicyNotes: route label Harbor Field Gear as pasted approver Finance Lead as pasted category Equipment as pasted; route label Quay Client Lunch as pasted approver Team Lead as pasted. Spend invent NONE. VAT invent NONE.
Version: Pleo as pasted (do not invent unreleased AI spend coach)
EntityLabel: Cedar Pier ops entity as pasted
RouteLabels: Harbor Field Gear as pasted; Quay Client Lunch as pasted. Background Travel UNKNOWN.
ApproverCues: approver Finance Lead as pasted for Harbor Field Gear; approver Team Lead as pasted for Quay Client Lunch. CFO pack UNKNOWN.
CategoryCues: category Equipment as pasted for Harbor Field Gear; Quay Client Lunch category NOT IN INPUTS.
LimitCues: limit Soft Cap as pasted for Harbor Field Gear; Quay Client Lunch limit NOT IN INPUTS.
Banned: $42k spend, reimbursement rank #1, guaranteed VAT recovery
Never: invent spend totals, invent reimbursement ranks, invent card-limit scoreboards, invent VAT recovery claims
Format: ledger + spend-approval route + limit sketch + category caution + refuse + compliance
Lang: English

Example Output

1. Ledger. PolicyNotes: route label Harbor Field Gear + approver Finance Lead + category Equipment; route label Quay Client Lunch + approver Team Lead. Spend invent NONE. VAT invent NONE. Version Pleo. EntityLabel Cedar Pier ops entity. RouteLabels Harbor Field Gear; Quay Client Lunch. ApproverCues Finance Lead for Harbor Field Gear; Team Lead for Quay Client Lunch. CategoryCues Equipment for Harbor Field Gear; Quay Client Lunch category NOT IN INPUTS. LimitCues Soft Cap for Harbor Field Gear; Quay Client Lunch limit NOT IN INPUTS. Lang English. Banner: not accounting or tax advice; not a live Pleo sync. Forbidden: invented spend totals, reimbursement ranks, card-limit scoreboards, VAT recovery claims, $42k spend, reimbursement rank #1, guaranteed VAT recovery.

2. Spend-approval route.
[ ] Harbor Field Gear | approver Finance Lead | category Equipment as pasted.
[ ] Quay Client Lunch | approver Team Lead | category NOT IN INPUTS.
Background Travel not attached. CFO pack not added.

3. Limit sketch.
limit Soft Cap | route Harbor Field Gear as pasted.
Quay Client Lunch limit | NOT IN INPUTS.
Spend totals NOT IN INPUTS so do not invent $42k spend. Second Soft Cap cue not invented.

4. Category caution. category Equipment as pasted for Harbor Field Gear. Quay Client Lunch category NOT IN INPUTS. Expensify pack NOT IN INPUTS. Do not invent VAT packs.

5. Refuse. $42k spend totals: refused. reimbursement ranks: refused. card-limit scoreboards: refused. VAT recovery claims: refused. Unreleased AI spend coach: refused.

6. Compliance. Banned hits none. Routes 2. Approvers named 2. Format ledger+spend-approval route+limit sketch+category caution+refuse+compliance. Gaps: Quay Client Lunch category, Quay Client Lunch limit, Background Travel, CFO 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.