Normalize spend requests and prepare policy/evidence checks for human approval. The agent keeps the steps, checks and output consistent, while you keep every decision.
Demo
Picture tomorrow's handoff.
Your ask
"Hello, review these new spend requests"
Filled outputFinance Spend Request Workspace · Google Drive
| Request | Amount | Policy check | Evidence | Approver | Status |
|---|---|---|---|---|---|
| Figma renewal (Design) | $540/yr | Under $1k software threshold - manager approval only | Invoice attached, matches last year's seat count | Priya (Eng manager) | Approved |
| New analytics tool | $4,800/yr | Over $1k - needs finance lead sign-off | Quote attached; no security review on file | Unassigned | Blocked - security review needed |
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
Finance Budget & Variance Agent - continue the workflow. Final URL:
https://aiagentskills.biz/budgetvarianceagentFinance Cash Flow Forecast Agent - continue the workflow. Final URL:
https://aiagentskills.biz/cashflowforecastagent