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bethronbethron/travel-concierge/skills/expense-report/SKILL.md

expense-report

Skill1 starsChanged 4 months agoMITView on GitHub

This skill should be used whenever the user wants trip costs as a spreadsheet or a wrap-up of what the trip cost and saved — phrases like "export my expenses", "expense report", "spreadsheet of the costs", "what did the trip cost in the end", "how much did I save", or at trip wrap-up when receipts were requested (business trips) or a final summary would help.

4 other projects use a version of this.

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The file

We split this skill into the rules it gives an agent

1 rule. 0 are common, 0 are distinctive, and 1 is very specific to this project.

  • 0

    Common

    Most of the 4 edited versions we read keep these.

  • 0

    Distinctive

    This author's own choices. Worth a look.

  • 1

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Very specific:

    If options/ has no recorded comparisons, skip the money figure rather than invent one, and say why.

    line 50

“Common” is measured: kept by at least 6 in 10 of the 4 edited versions of this file we could read. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Expense Report

Turn budget.md into a proper spreadsheet and close the trip with an honest "what you saved" summary.

The spreadsheet (.xlsx)

Build it with the platform's spreadsheet capability (follow its guidance) from the trip's budget.md:

  • Expenses sheet — one row per item: date, vendor, category, description, per-person, total, currency, status (committed/estimate), and — for business trips — a Business/Personal column so bleisure spend never mixes with reclaimable costs.
  • Summary sheet — totals by category, committed vs estimates, versus the ceiling or policy cap, with a simple category chart.
  • Formulas for the totals, not hard-coded numbers, so the traveller can edit.

Save to the outputs location and present it. Offer CSV if their expense system prefers it.

The savings summary — say thank you with numbers

Close with a short, warm wrap-up: "This trip, Travel Concierge saved you roughly £X and about Y hours of planning." Compute both honestly:

  • Money saved: for each booked item, compare the chosen price against the alternatives recorded at decision time in the trip's options/ files (use the median comparable alternative, not the most expensive one — no flattering the number). Add any same-property price gaps found across sources (e.g. Super.com vs Booking.com). Show the per-item breakdown so the figure is auditable.
  • Time saved: a stated heuristic — roughly 30 minutes of manual research per comparison run (flights, stays, activities, dining), plus 30 minutes for itinerary assembly. Present it as "a rough estimate assuming you'd have done this research by hand".
  • If options/ has no recorded comparisons, skip the money figure rather than invent one, and say why.

Label both figures clearly as estimates. Offer to include the savings summary as a third sheet in the spreadsheet and in the export-itinerary document.

Prerequisite kept elsewhere

The search skills save their comparison tables to travel/trips/<trip>/options/ when a pick is made — that ledger is what makes the savings figure honest. If it is missing for this trip, note it for next time rather than fabricating.

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