Skills · Small Business
Weekly expense reconciliation
Matches the week's expenses to receipts, flags policy exceptions, and drafts one follow-up per person.
When to use it
Use it at the end of each week (it works well on a Friday routine).
What it needs
Access to the expense list, the receipts, and our expense policy.
Steps
- Pull this week's expenses and receipts.
- Match each expense to its receipt.
- List expenses with no receipt and anything outside the expense policy.
- Draft one follow-up message per person covering all their items.
How it checks itself
Cite the policy line behind each exception. Show which receipt matched which expense.
What you get back
A matched list, a list of missing receipts and exceptions with the policy line, and the follow-up drafts.
Needs your OK
Don't send messages or change any reimbursement. Drafts only; I send.
Skill text: paste this to your Grok Bot
Save this as a skill called "Weekly expense reconciliation." Don't run it yet; just save it. What it does: Matches the week's expenses to receipts, flags policy exceptions, and drafts one follow-up per person. When to use it: Use it at the end of each week (it works well on a Friday routine). What it needs: Access to the expense list, the receipts, and our expense policy. If anything is missing when I run it, ask me. Steps: 1. Pull this week's expenses and receipts. 2. Match each expense to its receipt. 3. List expenses with no receipt and anything outside the expense policy. 4. Draft one follow-up message per person covering all their items. How to check the result: Cite the policy line behind each exception. Show which receipt matched which expense. What to return: A matched list, a list of missing receipts and exceptions with the policy line, and the follow-up drafts. Needs my approval: Don't send messages or change any reimbursement. Drafts only; I send.
How to add it to Grok Bot
- Tap Copy skill above.
- Paste it into a chat with one of your Bots and send. The Bot saves it as a skill. Private skills are shared by all your Bots, though a Bot may need the right connector or login to use one.
- To use it, type / in the desktop composer and pick Weekly expense reconciliation.
- Don't see it? Open Connect apps → Your plugins → Manage plugins and skills and check it's listed under Private skills.
- Try it once on a safe example. If you want it on a schedule, ask the Bot to create a routine that runs it, then use Test run before turning it on.
Written by Grok Bot Uses from our prompt: Weekly expense reconciliation and missing-receipt follow-ups. That page has the sources and what people report.
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