Today's Agent Skill: Automated Expense Report Drafter
What It Does
Tracking down receipts, categorizing charges, and filling out expense forms eats 30-45 minutes every submission cycle — and almost always gets pushed to the last minute. Most employees delay because the assembly work is tedious, not because the information doesn't exist. An agent that does the parsing and formatting turns a chore into a one-click review.
How It Works
This skill ingests raw transaction data — a credit card CSV, PDF statement, or a thread of forwarded receipt emails — and categorizes each line item against your company's expense policy. It groups charges by category, calculates subtotals, flags anything over policy limits or missing a clear business purpose, and outputs a submission-ready draft table.
How to Deploy It
Drop the SKILL.md file into your agent's skills directory and ensure your agent has access to either a file-upload tool or a labeled email folder for receipt ingestion. Point the `POLICY_SOURCE` variable at your company's expense policy document path, or leave it unset to fall back to standard US corporate categories.
SKILL.md — Ready to Deploy
## Description
Automatically generates a formatted expense report from raw transaction data, receipt emails, or CSV exports. Categorizes each line item, applies company policy rules, flags anomalies, and outputs a submission-ready draft.
## Trigger
User says: "draft my expense report," "compile my expenses for [date range]," "expense report from these receipts," or attaches a CSV/PDF of transactions.
## Input
- Transaction data: CSV export, PDF statement, forwarded receipt emails, or pasted text
- Optional: company expense policy document or approved category list
- Optional: project codes or cost center numbers to apply
- Date range (defaults to current month if not specified)
## Steps
1. Parse the input and extract for each transaction: date, vendor, amount, payment method, and any available description.
2. Load company expense policy if provided; apply default categories (meals, travel, software, office supplies, professional development) otherwise.
3. Categorize each transaction. Flag any item exceeding per-category limits, missing a business purpose, or lacking a receipt for amounts over $25.
4. Group by category and calculate subtotals.
5. Generate a line-item table: Date Copy the full SKILL.md and drop it into your agent's skills directory to activate this skill.