{"id":"ind-fin-expense-report-returns","audience":"finance","category":"writing-emails","technique":"grounding","title":"Return an expense report with only the lines that need fixing","free":false,"task":"You're sending an expense report back to a sales rep. List only the lines that actually break policy, as at most 2 bullets in the form \"- Line N (item): what to fix\", after a one-sentence opener, under 60 words, plain text. Check each line against the full policy, including its exceptions, and don't list lines that are fine. Write a prompt that gets you exactly that.","materialLabel":"The expense report and policy (attached to your prompt automatically)","material":"EXPENSE REPORT - Jordan Pike, Sales - Trip to Denver, Oct 21-23 - Halcyon Labs (fictional)\n\nLine 1: Flight, economy, $412.00 - receipt attached\nLine 2: Hotel, 2 nights, $398.00 - credit card slip only, no itemized folio\nLine 3: Rideshare to client office, $31.50 - receipt attached\nLine 4: Dinner with client (Mesa Health, 3 people), $114.00 - itemized receipt, client names listed\nLine 5: Hotel bar, $24.00 - receipt attached (2 cocktails, alone)\nLine 6: Breakfast, $14.75 - receipt attached\n\nEXPENSE POLICY (summary)\n- Every line needs a receipt. Hotels need the itemized folio, not just the card slip.\n- Solo meals: up to $75 per day.\n- Client meals: up to $40 per person, with client names listed.\n- Alcohol is not reimbursable unless part of a client meal.\n- Economy flights only.\n\nApprover note: Jordan's manager (Teo) already approved the trip itself. Finance just checks lines.\nReminder: Q4 reports are due Dec 10.","rules":[{"type":"maxBullets","max":2},{"type":"maxWords","max":60},{"type":"plainText"}],"mistakes":[{"title":"Not setting a size","why":"The AI reviews every line, including the fine ones, under headings.","fix":"Be exact: \"One opening sentence, then at most 2 bullets, only for lines that break policy.\"","checks":["maxBullets","plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for \"under 60 words\" and it often lands well over.","fix":"Cap each part instead: \"each bullet under 14 words.\"","checks":["maxWords"]},{"title":"Checking only part of the policy","why":"The AI misses the itemized folio rule or treats all alcohol the same.","fix":"Add: \"Check every line against every rule, including exceptions.\"","checks":["r0"]},{"title":"Flagging a compliant line","why":"$114 looks over the $75 meal cap, so the AI flags the client dinner.","fix":"Add: \"Client meals use the $40-per-person limit.\"","checks":["r1"]},{"title":"Vague fixes","why":"\"Please review line 5\" doesn't say what to do.","fix":"Show the shape: \"- Line 5 (hotel bar): remove the $24 charge.\"","checks":["r2"]}],"promptHints":[{"label":"Lists only problem lines","patterns":["only.{0,25}(lines|items|problems)","don'?t list","skip (the )?(fine|ok)"]},{"label":"Mentions the exceptions","patterns":["exception","client (meal|dinner)","per person"]},{"label":"Shows the bullet shape","patterns":["line n","- line","what to fix"]},{"label":"Limits the bullets","patterns":["\\b(2|two)\\b.{0,15}bullet","bullet.{0,20}\\b(2|two)\\b"]},{"label":"Sets a word limit","patterns":["\\d+\\s*words","word (limit|count)"]}],"hint":"The AI tends to comment on every line. Tell it to check against the whole policy, list only real problems, and say what to fix.","rubricLabels":["Flags exactly two lines: Line 2 (hotel needs the itemized folio) and Line 5 (solo alcohol isn't reimbursable)","Does not flag the $114 client dinner (Line 4), which is within the $40-per-person client limit for 3 people, or any other compliant line","Each bullet starts with 'Line N' and the item, and says what Jordan should do (send the folio, remove the $24 charge), after a single opening sentence with no closing paragraph"]}