From 1b9dddef7c3030f441f3c577de47b29758bb6739 Mon Sep 17 00:00:00 2001 From: "Ishpaul Singh (via MelvinBot)" Date: Wed, 21 Oct 2026 21:12:36 +0000 Subject: [PATCH 1/4] Update AI Agent help docs from Web-Expensify generator scripts Co-authored-by: Ishpaul Singh --- .../ai-agents/AI-Agent-Capabilities.md | 27 +++++++++---------- .../ai-agents/AI-Agent-Triggers.md | 12 ++++----- 2 files changed, 18 insertions(+), 21 deletions(-) diff --git a/docs/articles/new-expensify/ai-agents/AI-Agent-Capabilities.md b/docs/articles/new-expensify/ai-agents/AI-Agent-Capabilities.md index 4bb9b13535a7..bb915c3aca50 100644 --- a/docs/articles/new-expensify/ai-agents/AI-Agent-Capabilities.md +++ b/docs/articles/new-expensify/ai-agents/AI-Agent-Capabilities.md @@ -1,13 +1,11 @@ --- title: Agent Capability Reference -description: Every action your agent can take, with ready-to-copy instruction phrases and disambiguation notes to avoid common mis-routings. +description: Every action your Agent can take, with ready-to-copy instruction phrases and disambiguation notes to avoid common mis-routings. keywords: [Custom Agent, Agent, agent capabilities, agent actions, submit report, approve report, reject report, add comment, analyze expenses, agent instructions, workspace automation, Expensify automation, Rulebot, rule bot] -internalScope: Audience is all members configuring agents. Covers all supported ManageReport sub-actions, AddComment, and AnalyzeExpenses. Does not cover read-only report context or NoResponse behavior. -contentType: topic -order: 8 +internalScope: Audience is all members configuring Agents. Covers all supported ManageReport sub-actions, AddComment, and AnalyzeExpenses. Does not cover read-only report context or NoResponse behavior. --- -An agent acts on expense reports using the actions described below. This reference helps you phrase your instructions so your agent reliably does what you intend — and doesn't accidentally take the wrong action. +An Agent acts on expense reports using the actions described below. This reference helps you phrase your instructions so your agent reliably does what you intend — and doesn't accidentally take the wrong action. # Agent Capability Reference @@ -54,7 +52,7 @@ To accomplish this, include phrases like: ## How to write instructions that unapprove expense reports -**Goal:** Undoes the approval of an Approved expense report so it can be reviewed and approved again. The report returns to Outstanding (submitted), or to Draft if the submitter approved it themselves. Requires workspace admin role, unless the agent is the approver who gave the final approval. On a workspace that uses Dynamic External Workflow approvals, only a workspace admin can unapprove. A report that has already been paid through Expensify cannot be unapproved. +**Goal:** Undoes the approval of an Approved expense report so it can be reviewed and approved again. The report returns to Outstanding (submitted), or to Draft if the submitter approved it themselves or the workspace uses Bill.com. Requires Workspace Admin role, unless the agent is the approver who gave the final approval. On a workspace that uses Dynamic External Workflow approvals, only a Workspace Admin can unapprove. A report that has already been paid through Expensify cannot be unapproved. To accomplish this, include phrases like: - Unapprove reports over $10,000 @@ -104,7 +102,7 @@ To accomplish this, include phrases like: ## How to write instructions that take over a report as approver -**Goal:** Reassigns the agent as the current approver on a report that was routed to someone else, giving the agent the authority to approve or reject it. Requires workspace admin role. +**Goal:** Reassigns the agent as the current approver on a report that was routed to someone else, giving the agent the authority to approve or reject it. Requires Workspace Admin role. To accomplish this, include phrases like: - Take over reports over $10,000 regardless of who they were submitted to @@ -116,7 +114,7 @@ To accomplish this, include phrases like: ## How to write instructions that route reports to a specific approver -**Goal:** Routes a submitted report to a specific approver by email, replacing the current approver in the workflow. Requires workspace admin role. +**Goal:** Routes a submitted report to a specific approver by email, replacing the current approver in the workflow. Requires Workspace Admin role. To accomplish this, include phrases like: - Route reports over $5,000 to the finance manager @@ -152,7 +150,7 @@ To accomplish this, include phrases like: ## How to write instructions that export reports to accounting -**Goal:** Exports a report to the workspace's connected accounting integration (QuickBooks, Xero, NetSuite, Sage Intacct, etc.), or marks it as manually exported. Works for expense reports, invoices, and bills. Requires workspace admin role, except that the report's current approver (its manager) can export a report submitted to them, and an invoice's owner can export their own invoice. +**Goal:** Exports a report to the workspace's connected accounting integration (QuickBooks, Xero, NetSuite, Sage Intacct, etc.), or marks it as manually exported. Works for expense reports, invoices, and bills. Requires Workspace Admin role, except that the report's current approver (its manager) can export a report submitted to them, and an invoice's owner can export their own invoice. To accomplish this, include phrases like: - Export this report to QuickBooks @@ -189,7 +187,7 @@ To accomplish this, include phrases like: ## How to write instructions that delete expense reports -**Goal:** Deletes an unsubmitted expense report the requester owns, after they confirm the deletion. Only draft reports can be deleted — a report that has been submitted, approved, reimbursed, or closed cannot be. Deleting an individual expense rather than a whole report is covered by the edit-expenses capability. +**Goal:** Deletes an unsubmitted expense report the requester owns, after they confirm the deletion. Only OPEN or draft reports can be deleted — a report that has been submitted, approved, reimbursed, or closed cannot be. Deleting an expense rather than a whole report is handled by EditExpense. To accomplish this, include phrases like: - Delete this report @@ -248,8 +246,8 @@ To accomplish this, include phrases like: To accomplish this, include phrases like: - Send each employee a reminder to submit their expenses at the end of the month - Message the submitter directly when their report is rejected -- Notify individual workspace members of an expense policy change -- DM each person with outstanding reports a personalized nudge +- Notify individual workspace members of a policy change +- DM each person with outstanding reports a personalised nudge - Send a private message to the submitter when a receipt is missing - Reach out to each team member individually with their spending summary @@ -294,7 +292,7 @@ To accomplish this, include phrases like: ## How to write instructions that manage workspace settings and members -**Goal:** Inspects workspace configuration, answers membership questions, reads the Expensify Card limit and remaining spend for anyone allowed to see the Expensify Card, and — for workspace admins — adds or removes members, lists and assigns company cards from a connected card feed, and modifies workspace settings such as categories and approval rules. +**Goal:** Inspects Workspace configuration, answers membership questions, reads the Expensify Card limit and remaining spend for anyone allowed to see the Expensify Card, and — for Workspace Admins — adds or removes members, lists and assigns company cards from a connected card feed, modifies workspace settings such as categories and approval rules, and saves or replaces the workspace expense policy document from a PDF the admin attaches in chat. To accomplish this, include phrases like: - Add new employees to the workspace when they join @@ -305,6 +303,7 @@ To accomplish this, include phrases like: - Copy the category list from one workspace to another - Assign all unassigned company cards to the matching members - How much of our Expensify Card limit is left? +- Use the PDF I just attached as our workspace expense policy document --- @@ -322,4 +321,4 @@ To accomplish this, include phrases like: --- -*This reference covers all 24 AI agent capabilities.* +*This reference covers all 24 AI Agent capabilities.* diff --git a/docs/articles/new-expensify/ai-agents/AI-Agent-Triggers.md b/docs/articles/new-expensify/ai-agents/AI-Agent-Triggers.md index 4481d01a8a34..3957bb92277c 100644 --- a/docs/articles/new-expensify/ai-agents/AI-Agent-Triggers.md +++ b/docs/articles/new-expensify/ai-agents/AI-Agent-Triggers.md @@ -1,13 +1,11 @@ --- title: Agent Trigger Reference -description: Every event your agent can react to, with ready-to-copy instruction phrases for your agent's prompt. +description: Every event your Agent can react to, with ready-to-copy instruction phrases for your agent's prompt. keywords: [Custom Agent, Agent, agent triggers, report_activity, agent instructions, expense report events, workspace automation, when to trigger agent, report submitted, report approved, Expensify automation] -internalScope: Audience is workspace admins configuring agents. Covers all expose-level report_activity events. Does not cover chat message triggers or report-received triggers. -contentType: topic -order: 9 +internalScope: Audience is workspace admins configuring Agents. Covers all expose-level report_activity events. Does not cover chat message triggers or report-received triggers. --- -An agent reacts to expense report events when its instructions match what happened. This reference lists every event your agent can respond to, along with example phrases you can paste directly into your prompt. +An Agent reacts to expense report events when its instructions match what happened. This reference lists every event your agent can respond to, along with example phrases you can paste directly into your prompt. # Agent Trigger Reference @@ -350,7 +348,7 @@ To react to this event, include phrases like: To react to this event, include phrases like: - When someone leaves a comment or message in a report - When a user asks a question or leaves a note in the conversation -- When someone @mentions an agent in a report +- When someone @mentions an Agent in a report **An approver at an intermediate step in a multi-level approval chain approved the expense report and forwarded it to the next approver.** @@ -926,4 +924,4 @@ To react to this event, include phrases like: --- -*This reference covers all 127 events AI agents can react to.* +*This reference covers all 127 events AI Agents can react to.* From 48371238b436377bc5b4c0f874482559f856cf2b Mon Sep 17 00:00:00 2001 From: "Ishpaul Singh (via MelvinBot)" Date: Wed, 21 Oct 2026 21:22:47 +0000 Subject: [PATCH 2/4] Fix: Use US spelling of personalized to pass spellcheck Co-authored-by: Ishpaul Singh --- docs/articles/new-expensify/ai-agents/AI-Agent-Capabilities.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/ai-agents/AI-Agent-Capabilities.md b/docs/articles/new-expensify/ai-agents/AI-Agent-Capabilities.md index bb915c3aca50..40bf221ec97e 100644 --- a/docs/articles/new-expensify/ai-agents/AI-Agent-Capabilities.md +++ b/docs/articles/new-expensify/ai-agents/AI-Agent-Capabilities.md @@ -247,7 +247,7 @@ To accomplish this, include phrases like: - Send each employee a reminder to submit their expenses at the end of the month - Message the submitter directly when their report is rejected - Notify individual workspace members of a policy change -- DM each person with outstanding reports a personalised nudge +- DM each person with outstanding reports a personalized nudge - Send a private message to the submitter when a receipt is missing - Reach out to each team member individually with their spending summary From 0e5b71ed354034d4aeae50100f282849d545304d Mon Sep 17 00:00:00 2001 From: "Ishpaul Singh (via MelvinBot)" Date: Wed, 21 Oct 2026 22:26:33 +0000 Subject: [PATCH 3/4] Restore reviewed wording and front matter in AI Agent articles Re-apply lowercase agent and role terms, contentType and order front matter, the Bill.com removal, and the customer-facing delete-report wording from earlier review. Keep the new workspace expense policy document capability. Co-authored-by: Ishpaul Singh --- .../ai-agents/AI-Agent-Capabilities.md | 24 ++++++++++--------- .../ai-agents/AI-Agent-Triggers.md | 12 ++++++---- 2 files changed, 20 insertions(+), 16 deletions(-) diff --git a/docs/articles/new-expensify/ai-agents/AI-Agent-Capabilities.md b/docs/articles/new-expensify/ai-agents/AI-Agent-Capabilities.md index 40bf221ec97e..534912e1ae85 100644 --- a/docs/articles/new-expensify/ai-agents/AI-Agent-Capabilities.md +++ b/docs/articles/new-expensify/ai-agents/AI-Agent-Capabilities.md @@ -1,11 +1,13 @@ --- title: Agent Capability Reference -description: Every action your Agent can take, with ready-to-copy instruction phrases and disambiguation notes to avoid common mis-routings. +description: Every action your agent can take, with ready-to-copy instruction phrases and disambiguation notes to avoid common mis-routings. keywords: [Custom Agent, Agent, agent capabilities, agent actions, submit report, approve report, reject report, add comment, analyze expenses, agent instructions, workspace automation, Expensify automation, Rulebot, rule bot] -internalScope: Audience is all members configuring Agents. Covers all supported ManageReport sub-actions, AddComment, and AnalyzeExpenses. Does not cover read-only report context or NoResponse behavior. +internalScope: Audience is all members configuring agents. Covers all supported ManageReport sub-actions, AddComment, and AnalyzeExpenses. Does not cover read-only report context or NoResponse behavior. +contentType: topic +order: 8 --- -An Agent acts on expense reports using the actions described below. This reference helps you phrase your instructions so your agent reliably does what you intend — and doesn't accidentally take the wrong action. +An agent acts on expense reports using the actions described below. This reference helps you phrase your instructions so your agent reliably does what you intend — and doesn't accidentally take the wrong action. # Agent Capability Reference @@ -52,7 +54,7 @@ To accomplish this, include phrases like: ## How to write instructions that unapprove expense reports -**Goal:** Undoes the approval of an Approved expense report so it can be reviewed and approved again. The report returns to Outstanding (submitted), or to Draft if the submitter approved it themselves or the workspace uses Bill.com. Requires Workspace Admin role, unless the agent is the approver who gave the final approval. On a workspace that uses Dynamic External Workflow approvals, only a Workspace Admin can unapprove. A report that has already been paid through Expensify cannot be unapproved. +**Goal:** Undoes the approval of an Approved expense report so it can be reviewed and approved again. The report returns to Outstanding (submitted), or to Draft if the submitter approved it themselves. Requires workspace admin role, unless the agent is the approver who gave the final approval. On a workspace that uses Dynamic External Workflow approvals, only a workspace admin can unapprove. A report that has already been paid through Expensify cannot be unapproved. To accomplish this, include phrases like: - Unapprove reports over $10,000 @@ -102,7 +104,7 @@ To accomplish this, include phrases like: ## How to write instructions that take over a report as approver -**Goal:** Reassigns the agent as the current approver on a report that was routed to someone else, giving the agent the authority to approve or reject it. Requires Workspace Admin role. +**Goal:** Reassigns the agent as the current approver on a report that was routed to someone else, giving the agent the authority to approve or reject it. Requires workspace admin role. To accomplish this, include phrases like: - Take over reports over $10,000 regardless of who they were submitted to @@ -114,7 +116,7 @@ To accomplish this, include phrases like: ## How to write instructions that route reports to a specific approver -**Goal:** Routes a submitted report to a specific approver by email, replacing the current approver in the workflow. Requires Workspace Admin role. +**Goal:** Routes a submitted report to a specific approver by email, replacing the current approver in the workflow. Requires workspace admin role. To accomplish this, include phrases like: - Route reports over $5,000 to the finance manager @@ -150,7 +152,7 @@ To accomplish this, include phrases like: ## How to write instructions that export reports to accounting -**Goal:** Exports a report to the workspace's connected accounting integration (QuickBooks, Xero, NetSuite, Sage Intacct, etc.), or marks it as manually exported. Works for expense reports, invoices, and bills. Requires Workspace Admin role, except that the report's current approver (its manager) can export a report submitted to them, and an invoice's owner can export their own invoice. +**Goal:** Exports a report to the workspace's connected accounting integration (QuickBooks, Xero, NetSuite, Sage Intacct, etc.), or marks it as manually exported. Works for expense reports, invoices, and bills. Requires workspace admin role, except that the report's current approver (its manager) can export a report submitted to them, and an invoice's owner can export their own invoice. To accomplish this, include phrases like: - Export this report to QuickBooks @@ -187,7 +189,7 @@ To accomplish this, include phrases like: ## How to write instructions that delete expense reports -**Goal:** Deletes an unsubmitted expense report the requester owns, after they confirm the deletion. Only OPEN or draft reports can be deleted — a report that has been submitted, approved, reimbursed, or closed cannot be. Deleting an expense rather than a whole report is handled by EditExpense. +**Goal:** Deletes an unsubmitted expense report the requester owns, after they confirm the deletion. Only draft reports can be deleted — a report that has been submitted, approved, reimbursed, or closed cannot be. Deleting an individual expense rather than a whole report is covered by the edit-expenses capability. To accomplish this, include phrases like: - Delete this report @@ -246,7 +248,7 @@ To accomplish this, include phrases like: To accomplish this, include phrases like: - Send each employee a reminder to submit their expenses at the end of the month - Message the submitter directly when their report is rejected -- Notify individual workspace members of a policy change +- Notify individual workspace members of an expense policy change - DM each person with outstanding reports a personalized nudge - Send a private message to the submitter when a receipt is missing - Reach out to each team member individually with their spending summary @@ -292,7 +294,7 @@ To accomplish this, include phrases like: ## How to write instructions that manage workspace settings and members -**Goal:** Inspects Workspace configuration, answers membership questions, reads the Expensify Card limit and remaining spend for anyone allowed to see the Expensify Card, and — for Workspace Admins — adds or removes members, lists and assigns company cards from a connected card feed, modifies workspace settings such as categories and approval rules, and saves or replaces the workspace expense policy document from a PDF the admin attaches in chat. +**Goal:** Inspects workspace configuration, answers membership questions, reads the Expensify Card limit and remaining spend for anyone allowed to see the Expensify Card, and — for workspace admins — adds or removes members, lists and assigns company cards from a connected card feed, modifies workspace settings such as categories and approval rules, and saves or replaces the workspace expense policy document from a PDF the admin attaches in chat. To accomplish this, include phrases like: - Add new employees to the workspace when they join @@ -321,4 +323,4 @@ To accomplish this, include phrases like: --- -*This reference covers all 24 AI Agent capabilities.* +*This reference covers all 24 AI agent capabilities.* diff --git a/docs/articles/new-expensify/ai-agents/AI-Agent-Triggers.md b/docs/articles/new-expensify/ai-agents/AI-Agent-Triggers.md index 3957bb92277c..4481d01a8a34 100644 --- a/docs/articles/new-expensify/ai-agents/AI-Agent-Triggers.md +++ b/docs/articles/new-expensify/ai-agents/AI-Agent-Triggers.md @@ -1,11 +1,13 @@ --- title: Agent Trigger Reference -description: Every event your Agent can react to, with ready-to-copy instruction phrases for your agent's prompt. +description: Every event your agent can react to, with ready-to-copy instruction phrases for your agent's prompt. keywords: [Custom Agent, Agent, agent triggers, report_activity, agent instructions, expense report events, workspace automation, when to trigger agent, report submitted, report approved, Expensify automation] -internalScope: Audience is workspace admins configuring Agents. Covers all expose-level report_activity events. Does not cover chat message triggers or report-received triggers. +internalScope: Audience is workspace admins configuring agents. Covers all expose-level report_activity events. Does not cover chat message triggers or report-received triggers. +contentType: topic +order: 9 --- -An Agent reacts to expense report events when its instructions match what happened. This reference lists every event your agent can respond to, along with example phrases you can paste directly into your prompt. +An agent reacts to expense report events when its instructions match what happened. This reference lists every event your agent can respond to, along with example phrases you can paste directly into your prompt. # Agent Trigger Reference @@ -348,7 +350,7 @@ To react to this event, include phrases like: To react to this event, include phrases like: - When someone leaves a comment or message in a report - When a user asks a question or leaves a note in the conversation -- When someone @mentions an Agent in a report +- When someone @mentions an agent in a report **An approver at an intermediate step in a multi-level approval chain approved the expense report and forwarded it to the next approver.** @@ -924,4 +926,4 @@ To react to this event, include phrases like: --- -*This reference covers all 127 events AI Agents can react to.* +*This reference covers all 127 events AI agents can react to.* From 81dca2dfd7491a5a77039664427b72ee3527f8bb Mon Sep 17 00:00:00 2001 From: "Rushat Gabhane (via MelvinBot)" Date: Fri, 23 Oct 2026 13:52:07 +0000 Subject: [PATCH 4/4] Add member role changes to AI Agent capabilities Regenerated from Web-Expensify main. Keeps the reviewed wording on top of the generator output. Co-authored-by: Rushat Gabhane --- docs/articles/new-expensify/ai-agents/AI-Agent-Capabilities.md | 3 ++- 1 file changed, 2 insertions(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/ai-agents/AI-Agent-Capabilities.md b/docs/articles/new-expensify/ai-agents/AI-Agent-Capabilities.md index 534912e1ae85..b33019672469 100644 --- a/docs/articles/new-expensify/ai-agents/AI-Agent-Capabilities.md +++ b/docs/articles/new-expensify/ai-agents/AI-Agent-Capabilities.md @@ -294,11 +294,12 @@ To accomplish this, include phrases like: ## How to write instructions that manage workspace settings and members -**Goal:** Inspects workspace configuration, answers membership questions, reads the Expensify Card limit and remaining spend for anyone allowed to see the Expensify Card, and — for workspace admins — adds or removes members, lists and assigns company cards from a connected card feed, modifies workspace settings such as categories and approval rules, and saves or replaces the workspace expense policy document from a PDF the admin attaches in chat. +**Goal:** Inspects workspace configuration, answers membership questions, reads the Expensify Card limit and remaining spend for anyone allowed to see the Expensify Card, and — for workspace admins — adds or removes members, changes member roles, lists and assigns company cards from a connected card feed, modifies workspace settings such as categories and approval rules, and saves or replaces the workspace expense policy document from a PDF the admin attaches in chat. To accomplish this, include phrases like: - Add new employees to the workspace when they join - Remove members from the workspace when they leave the company +- Make jane@example.com an admin on the workspace - Add a new expense category when requested - Show me who is on this workspace - What is the current approval mode for this workspace?