Library › Agents & Automation AI › Finance and accounting
Brief an assistant to enter receipts without fudging the numbers
- For Finance and accounting
- You practice Giving the right context
- Time about 5 minutes
About this exercise
You want an AI assistant to enter this trip's receipts into an expense report. Write its brief: skip the hotel (it was already paid on the company card), use only the categories Meals, Ground Transport and Supplies, keep each amount exactly as printed, flag any meal over $75 per person, ask about missing details instead of guessing, and never submit. Output exactly 7 numbered plain-text lines: the add_line lines, one flag line, one ASK_HUMAN line, then a DONE line with the total.
Common mistakes when you ask AI for this
- Not showing the log format. Left alone, the AI writes a friendly report with headings instead of a checkable action log. Try: Show it literally: "Format every line like 1. ACTION: tool(args), then ASK_HUMAN: and DONE: lines. Plain text."
- Leaving out what only you know. The AI enters every receipt, so the hotel gets paid twice, and it invents its own category names. Try: Add: "Skip the hotel, it's on the company card. Categories: Meals, Ground Transport, Supplies."
- Not giving the policy. The AI can't know your meal limit or that it's per person. Try: Add: "Flag meals over $75 per person. Divide by party size."
- Allowing guesses or submitting. The AI fills a missing date with a likely one and calls the job done by submitting. Try: Add: "Ask me about missing details. Never call submit_report."
What a strong prompt includes
- Skips the company-card hotel
- Names the categories
- Gives the meal limit
- Rules out made-up data
- Forbids submitting
Related exercises
- Add input validation to a Java method with exact messages (Coding AI · Software developers)
- Add type hints that still run on Python 3.8 (Coding AI · Software developers)
- Announce a hybrid work policy change with clear actions (Writing AI · HR and recruiting)
- Announce a new weekend rotation in three clear rules (Productivity AI · Managers and team leads)
- Announce a promotion with the right date and no pay details (Writing AI · HR and recruiting)