An itemized list of possible missed charges, with calculations and questions to check before billing.
Designed for: Consultants and small businesses checking completed work against invoices
Illustrative example, not a recorded Bot run. This sample was written to explain the task; your Bot's answer needs checking.
Fictional records. Agreement A1: approved support is $120 per hour; travel is included. Work log W1: Cedar client, 2 hours support on October 5 and 1 hour on October 6; 1 hour travel. Invoice I1: Cedar, October 5 support, $240. No approval record for the October 6 support is supplied.
October 5: 2 × $120 = $240, matched to I1. October 6: 1 × $120 = $120 potentially missing; approval is not documented, so confirm before billing. Travel: no extra charge under A1. This is a review list, not a new invoice.
Check the answerAlready have an assistant? Copy the sample task into its chat. For a continuing role, review Client Deliverables's instructions and limits first.
These are setup guides, not automatic imports. Available tools and account access differ by app.Inspired by a use shared by @CPUGenuis , found through Bot Usecases, curated by KP. The sample above is Bot Cabinet's own fictional example.
Community report; this adaptation has not been runtime-tested.
Use one Bot for the first run. Add a specialist only when the job becomes complicated enough to need a separate role, different access, or independent review.
Compare the work log, agreed rates and invoice. Show matched items, possible omissions and anything that needs confirmation. Do not treat a possible omission as an approved charge
Produces: An itemized list of possible missed charges, with calculations and questions to check before billing.Use the approved inputs I provide. Compare the work log, agreed rates and invoice. Show matched items, possible omissions and anything that needs confirmation. Do not treat a possible omission as an approved charge. Return this result: An itemized list of possible missed charges, with calculations and questions to check before billing.. Ask me about missing information before you continue.Compare the work log, agreed rates and invoice. Show matched items, possible omissions and anything that needs confirmation. Do not treat a possible omission as an approved charge Use only the records I supply. Label missing or uncertain information. Do not connect accounts, browse, send, submit, publish, spend money or create a schedule. Return a draft for my review.
Use this as the complete first-run request.
Identify the potential $120 omission. Keep missing approval visible. Do not add a travel charge or send an invoice.
Check the result against your original material. You make the decisions listed below. Identify the potential $120 omission. Keep missing approval visible. Do not add a travel charge or send an invoice.
If the result is incomplete, mark the missing information and ask the same Bot to correct it. Add another Bot only when a genuinely separate role or independent check would help.