Cookbook
Audit expense reports against policy
Check every expense report against policy, approve what's clean, and queue only genuine exceptions.
Financestarter
What this does
- Matches every receipt to its claimed vendor, amount, and date first
- Checks each line against the written policy and cites the exact clause
- Approves only lines that pass both the receipt match and the policy check
- Queues every exception with the policy clause and the reason attached
Workflow
- Trigger
New expense report submitted
Fires as reports land in the expense sheet or inbox.
- Prompt
Match receipt to claim
Vendor, amount, and date checked against the attached receipt.
- Prompt
Check against policy
Each line against the written policy, citing the clause.
- Result
Approve or queue
Clean lines marked approved; exceptions posted with the citation.
Recommended skills
Reusable skills the recipe pulls in, add them once, every agent can use them.
Expense policy readerApply the written policy line by line, citing the clause for every call
Ambiguity escalationWhen policy language doesn't clearly cover a line, escalate rather than guess
Receipt-to-claim matchConfirm the receipt in Drive actually supports the claimed amount and vendor
How to use this recipe
- 1Connect the expense sheet, Drive receipts, Gmail, and Slack to the agent
- 2Set it to run as new reports land, or on a daily sweep
- 3Paste the prompt and answer the first-run questions, policy doc, approval limit, review channel
- 4Review the exception queue in Slack; approved lines need no further action
Recipe files
expense-policy-audit/
recipe.mdskill.mdjobs-setup/
expense-report-sweep.mdskills/
expense-policy-reader.mdambiguity-escalation.mdreceipt-to-claim-match.mdworkflow.jsonCopy the prompt
Install the "Audit expense reports against policy" recipe from the Eluu cookbook. 1. Fetch https://eluu.ai/cookbook/expense-policy-audit/skill.md and save it into your skills folder as "expense-policy-audit". 2. Ask me its first-run questions and store my answers in memory. 3. Offer to schedule the recurring jobs listed in the skill; only create the ones I approve. 4. Then run the skill once end to end so we can review the output together.
eluu.ai/cookbook/expense-policy-audit.md
Paste it into any agent. It fetches the recipe file and pulls in the skills and prompts on its own, the prompt stays short, the detail lives at the URL.
