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Approve or return expense claims against the policy

Practice: Catching mistakes and made-up facts. About 5 minutes.

About this exercise

You review expense claims for your team before payroll. You want exactly 4 numbered lines, one per claim, each as name - Approve or Return - reason under 8 words, under 50 words, plain text. Apply the policy in your notes, including the corrected meal limit. Write a prompt that gets you exactly that.

Common mistakes when you ask AI for this

  • Missing the correction. The $55 limit is in the policy list. Try: Add: "The meal limit is now $70."
  • Not checking dates. The AI checks amounts but not the 30-day rule. Try: Add: "Check each claim against the 30-day rule."
  • Missing the receipt rule. The AI approves Dev's lunch because it's under the limit. Try: Add: "Receipts required over $25."
  • Letting the AI pick the layout. The AI makes a table. Try: Be exact: "Exactly 4 numbered lines like '1. Ana - Approve - under $70 meal limit'. Plain text."
  • Trusting the AI to count words. AI is bad at counting. Ask for "under 50 words" and it often lands well over. Try: Cap each part instead: "each line under 8 words."

What a strong prompt includes

  • Says how many lines
  • Uses the correction
  • Checks the 30-day rule
  • Checks receipts
  • Shows the line shape

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