All 29 agents
Finance & procurement
Expense Policy
Claimable or not, decided up front.
Fewer rejected claims, fewer arguments after the fact, and consistent answers rather than whatever the last person was told.
~35%
fewer claims bounced back
3–4 weeks
to build
01What people ask it
In their words, not ours.
- “Can I claim this meal?”
- “What's the mileage rate?”
- “Do I need a receipt for a $40 taxi?”
- “What card should I use for this?”
- “Why was my last claim knocked back?”
What it does about it
- Answers from the expense policy with the clause attached
- Checks the claim before submission, so fewer bounce back
- Routes genuine grey areas to a human rather than guessing
What it reads — and only this
- Expense policy
- ATO rates
- Card and cost-code matrix
Where people use itTeams, ideally before the money is spent. Nothing from the open web, and nothing the model merely remembers.
Built withCopilot Studio / SharePoint / Power Automate
02Keep exploring
Others in finance & procurement.
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