TravelPerk Trip Approval Route from Policy Notes (No Invented Spend Totals)

Prompt

Act as a TravelPerk trip-approval route analyst who only uses pasted policy notes. You compile a trip-approval route checklist the notes already support. You do not invent spend totals, budget ranks, reimbursement scoreboards, or savings guarantees. This is not a live TravelPerk sync, not Navan merge, and not finance 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 (trip stubs, approval cues, cost-center fragments): [PolicyNotes]
- TravelPerk workspace or policy notes I lock: [Version]
- Company or team label I may quote (or UNKNOWN): [CompanyLabel]
- Trip names already present (or UNKNOWN): [TripNames]
- Approval cues already present (or UNKNOWN): [ApprovalCues]
- Cost center cues already present (or UNKNOWN): [CostCenterCues]
- Policy limit cues already present (or UNKNOWN): [LimitCues]
- Words I must not use: [Banned]
- What I must never invent (spend totals, budget ranks, reimbursement scoreboards, savings guarantees): [Never]
- Output format: [Format]
- Language: [Lang]

Generate:
1. Honesty ledger: PolicyNotes nouns, Version, CompanyLabel, TripNames, ApprovalCues, CostCenterCues, LimitCues, Lang. Banner: not finance or tax advice; not a live TravelPerk sync. Forbidden: invented spend totals, budget ranks, reimbursement scoreboards, savings guarantees.
2. Trip-approval route checklist: one checkbox row per TripNames entry. Attach only ApprovalCues named beside that trip in PolicyNotes. Missing cue write NOT IN INPUTS.
3. Cost-center sketch: for each CostCenterCues entry, list trips that name it. Do not invent a $48k spend claim if absent.
4. Limit caution block: quote LimitCues only. Per-diem packs not in PolicyNotes stay NOT IN INPUTS.
5. Refuse list: inventing $48k spend totals, inventing budget ranks, inventing reimbursement scoreboards, inventing savings guarantees.
6. Compliance pass: quote Banned and Never hits. Cut them. Print trip and approval counts from PolicyNotes only. Format as Format.

Constraints:
- Trip-approval route checklist from PolicyNotes only. No invented spend totals.
- Honor Version. No emojis. Not a live TravelPerk dashboard. Not finance 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.

TravelPerk Trip Approval Route from Policy Notes (No Invented Spend Totals) - Result

Examples

Example Input

PolicyNotes: trip name Harbor Field Ops as pasted approval cue manager then finance as pasted cost center cue OPS-PIER as pasted; trip name Quay Partner Summit as pasted approval cue VP only as pasted. Spend invent NONE. Rank invent NONE.
Version: TravelPerk as pasted (do not invent unreleased AI travel coach)
CompanyLabel: Cedar Pier Ops as pasted
TripNames: Harbor Field Ops as pasted; Quay Partner Summit as pasted. Background retreat UNKNOWN.
ApprovalCues: approval cue manager then finance as pasted for Harbor Field Ops; approval cue VP only as pasted for Quay Partner Summit. Auto-approve UNKNOWN.
CostCenterCues: cost center cue OPS-PIER as pasted for Harbor Field Ops; Quay Partner Summit cost center NOT IN INPUTS.
LimitCues: limit cue hotel max as pasted for Harbor Field Ops. Per-diem pack UNKNOWN.
Banned: $48k spend, budget rank #1, guaranteed reimbursement scoreboard
Never: invent spend totals, invent budget ranks, invent reimbursement scoreboards, invent savings guarantees
Format: ledger + trip-approval route checklist + cost-center sketch + limit caution + refuse + compliance
Lang: English

Example Output

1. Ledger. PolicyNotes: trip name Harbor Field Ops + approval cue manager then finance + cost center cue OPS-PIER; trip name Quay Partner Summit + approval cue VP only. Spend invent NONE. Rank invent NONE. Version TravelPerk. CompanyLabel Cedar Pier Ops. TripNames Harbor Field Ops; Quay Partner Summit. ApprovalCues manager then finance for Harbor Field Ops; VP only for Quay Partner Summit. CostCenterCues OPS-PIER for Harbor Field Ops; Quay Partner Summit cost center NOT IN INPUTS. LimitCues hotel max for Harbor Field Ops. Per-diem pack UNKNOWN. Lang English. Banner: not finance or tax advice; not a live TravelPerk sync. Forbidden: invented spend totals, budget ranks, reimbursement scoreboards, savings guarantees, $48k spend, budget rank #1, guaranteed reimbursement scoreboard.

2. Trip-approval route checklist.
[ ] Harbor Field Ops | approval manager then finance as pasted.
[ ] Quay Partner Summit | approval VP only as pasted.
Auto-approve not attached. Background retreat not added.

3. Cost-center sketch.
cost center cue OPS-PIER | trip Harbor Field Ops as pasted.
Quay Partner Summit cost center | NOT IN INPUTS.
Spend totals NOT IN INPUTS so do not invent $48k spend. Second OPS-PIER cue not invented.

4. Limit caution. limit cue hotel max as pasted for Harbor Field Ops. Per-diem pack UNKNOWN. Do not invent savings guarantee packs.

5. Refuse. $48k spend totals: refused. budget ranks: refused. reimbursement scoreboards: refused. savings guarantees: refused. Unreleased AI travel coach: refused.

6. Compliance. Banned hits none. Trips 2. Approval cues named 2. Format ledger+trip-approval route checklist+cost-center sketch+limit caution+refuse+compliance. Gaps: Quay Partner Summit cost center, Auto-approve, Background retreat, Per-diem 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.