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Check an executive's expense lines against policy and flag exceptions

  • For Executive assistants
  • You practice Catching mistakes and made-up facts
  • Time about 5 minutes
  • Level Intermediate

About this exercise

Check each expense line against the policy and write exactly 6 numbered lines in the form: 1. Line - OK or FLAG - reason under 10 words. FLAG if the policy is broken or a receipt is missing for amounts over $25. Do not approve anything: the last line must be exactly: Final approval: Finance, not me. Use only the policy as given today.

Common mistakes when you ask AI for this

  • Using the old meal limit. The AI uses $60. Try: Say: "Meals up to $75 per day."
  • Missing the receipt rule. The AI flags the breakfast without receipt. Try: Say: "Receipts needed only over $25."
  • Approving. The AI says 'approved'. Try: Say: "Don't approve; end with Final approval: Finance, not me."
  • Wrong format. The AI writes a table. Try: Say: "Format: N. Line - OK/FLAG - reason."
  • Trusting the AI to count words. AI is bad at counting. Ask for a total word limit and it often lands over it. Try: Cap each reason: "reason under 10 words."
  • Trusting the AI to count words. AI is bad at counting. Ask for a total word limit and it often lands over it. Try: Cap each part instead, for example: "each line under 12 words."

What a strong prompt includes

  • Format
  • Six lines
  • Policy
  • Final line
  • Don't approve

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