Prepare evidence-linked transaction category proposals for human review. The agent keeps the steps, checks and output consistent, while you keep every decision.
Demo
Picture tomorrow's handoff.
Your ask
"Hello, categorize these uncoded transactions"
Filled outputBookkeepers Transaction Categorization Workspace · Google Drive
| Date | Payee | Amount | Proposed category | Evidence | Review status |
|---|---|---|---|---|---|
| Sep 10 | AWS EMEA | $612.40 | Infra & hosting | Recurring monthly invoice matches AWS-2026-08 | Ready to post |
| Sep 11 | AMEX *TRAVELCO | $1,140.00 | Unclear - no trip logged | Card statement only; no expense report filed | Needs review |
Sample data. Your agent fills the file from the sources you approve and flags anything it cannot verify.
What you get
Three files. One complete workflow.
skill.mdThe full job, evidence rules, output checks and stop points.
setup-prompt.txtCreates the tools, named Drive folder and sample-data test.
usage-prompt.txtThe short request you reuse whenever the job comes up.
Set up once
Working in three steps
Give the setup prompt to your assistant
It checks access, creates the folder and builds the output file.
Point it at the inputs you approve
Use Google by default, or the Microsoft or Zoho alternative.
Review the filled output
Unknowns and next decisions are shown instead of guessed.
You stay in control
Where the agent stops
- It does not invent missing facts or hide weak source evidence.
- It does not send, publish, spend, schedule or make a human decision without approval.
- It flags blocked work and tells you exactly what is needed next.
Put this job on a repeatable workflow.
Instant download · Keep the files forever · One-time $19
Complete the workflow
Add the next agent when this job is working
Bookkeepers Bills & Invoices Agent - continue the workflow. Final URL:
https://aiagentskills.biz/billsinvoicesagentBookkeepers Receivables Follow-up Agent - continue the workflow. Final URL:
https://aiagentskills.biz/receivablesfollowupagent