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Apply a spending policy to five items with the exact label

  • For Accountants
  • You practice Showing an example of what you want
  • Time about 5 minutes
  • Level Beginner

About this exercise

You're helping AP triage five expense items against the approval policy. Write a prompt for exactly 5 numbered lines formatted "1. Approval needed - reason" or "1. No approval - reason", using exactly those two labels. Each reason names the policy rule letter or says no rule applies, in under 15 words. Gifts are measured per recipient. Plain text, no intro, under 85 words in total.

Common mistakes when you ask AI for this

  • Not dividing the gift. The AI sees $120 over $100 and says approval needed. Try: Add: "Gifts are measured per recipient; divide by the number of recipients."
  • Missing the any-amount rule. The AI says an $18 coffee needs no approval. Try: Say: "Check every rule, including those that apply at any amount."
  • Free-form labels. The AI writes 'Probably fine' or 'Maybe'. Try: Say: 'Label is exactly "Approval needed" or "No approval".'
  • Wrong format. The AI writes a table with bold and an intro. Try: Say: "Exactly 5 numbered lines starting with 1."

What a strong prompt includes

  • Shows the line format
  • Restricts the labels
  • Asks for rule letters
  • Says per recipient
  • Caps length

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