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Recipe · Files and reports

Reconcile a spreadsheet against a policy PDF

Attach both files and get exceptions with policy citations.

By Bot Cookbook

Type
Recipe
Category
Files and reports
Connectors
none (attachments)
Works as of
14 Oct 2026

Method

  1. 01

    Attach the PDF and the spreadsheet

    Use the attachment control, or drag the files into the composer. The desktop composer accepts up to six attachments. Documents can be up to 25 MB each.

  2. 02

    Say what each file is

    Name the PDF as the policy and the spreadsheet as the transactions, in whatever words match your files. Ask it to cite the policy section for every exception.

  3. 03

    Ask for a new spreadsheet and a short summary

    Ask for those two results, and tell it to leave the originals unchanged.

  4. 04

    Review the cards

    Files come back as cards in the conversation. Open the new spreadsheet and read the summary before you act on an exception.

Prompts

01Ask for a spreadsheet with exact columnsA spreadsheet that meets the stated spec.Files and reportsnone02Build a simple budget spreadsheetA budget spreadsheet.Files and reportsnone03Check invoices for errorsA list of invoice problems.Files and reportsattachment04Clean up a messy CSVA cleaned CSV and a change log.Files and reportsattachment05Compare two versions of a documentA change list between versions.Files and reportsattachments06Draft a monthly report from dataA one-page report draft.Files and reportsattachment07List key terms in a contractA key-terms list with quotes.Files and reportsattachment08Pull tables out of a PDFA spreadsheet of extracted tables.Files and reportsattachment09Reconcile a spreadsheet against a documentA new spreadsheet and summary.Files and reportsattachments10Review my resume for a roleResume feedback and a new summary.Files and reportsattachment11Summarize a spreadsheet by groupA grouped summary with a chart.Files and reportsattachment12Turn notes into a slide outlineA slide outline.Files and reportsnone13Weekly expense follow-upsA reconciliation plus unsent drafts.Business rolesexpense system, email, shared drive