Setup sharedBot TeamBusiness admin & finance
Find money leaks, then wait for approval
What to prepare
Review the shared team setup below to see which Bots it uses.
How to start
Start with this: Create one shared evidence table for receipts, charges, amounts, dates, and source links.
Shared setup
- 01
Create one shared evidence table for receipts, charges, amounts, dates, and source links.
- 02
Pass an item forward only after the previous evidence field is complete.
- 03
Run the review overnight, but block sending, cancelling, disputes, and card access.
- 04
Make every final decision from one approval queue.
Bot handoff
- SWEEPReads receipts, invoices, and confirmations.
- MATCHLinks each item to its statement charge.
- PRICEDecides whether an item is worth pursuing.
- DRAFTWrites the cancellation, follow-up, or claim.
- VETORejects anything without proof and takes no action.
- CHIEFPuts approved evidence into one review queue.