Check team expense claims against your policy

Each claim checked for limits, receipts and duplicates, with advice to approve or query it.

  • On a schedule: Every Wednesday at 10:00
  • Asks you first

What it does

The task

Open the expense reports in Expensify that wait for my approval. Check each expense against our policy in the Google Doc policy doc: the limits per category, the receipt rule and the rules for weekends and alcohol. Also look for the same amount and vendor in two claims. For each report, write approve or query, with the reason and the policy section. Ask me before you approve or return any report.

  • It works in Expensify and Google Docs, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • As a routine it runs every Wednesday at 10:00 (cron 0 10 * * 3).
  • It stops for your approval before it sends, posts, pays, books or changes a record.

What you give it

BlankWhat to giveExample
policy docThe Google Doc with your expense policyhttps://docs.google.com/document/d/1ExpensePolicy

What you get back

An example run with the example values above. Your run uses your own data.

4 reports wait for you, 3,218.40 EUR

ReportEmployeeTotalAdvice
Lisbon client visitKofi Mensah1,486.70 EURQuery: dinner of 146.50 EUR for 2 people is above 60 EUR per person (section 4.2)
October travelNadia Haddad612.30 EURApprove
Team lunchSam Ito284.00 EURQuery: no receipt for 84.00 EUR (section 2.1)
ConferenceLeo Brandt835.40 EURQuery: the hotel night on 9 Oct is also in his September report

Waiting for your decision on 4 reports.

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in the blank

    Type policy doc. Tab moves to the next blank.

  3. 03

    Run it, then repeat it

    Run sends it once. To run it every Wednesday at 10:00, make a routine on cuiar.com/routines or with the CLI below.

As a routine, from the terminal

cuiar routines create "Check team expense claims against your policy" --schedule "0 10 * * 3" --time-zone Europe/Berlin \
  "Open the expense reports in Expensify that wait for my approval. Check each expense against our policy in the Google Doc https://docs.google.com/document/d/1ExpensePolicy: the limits per category, the receipt rule and the rules for weekends and alcohol. Also look for the same amount and vendor in two claims. For each report, write approve or query, with the reason and the policy section. Ask me before you approve or return any report."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call create_routine yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool create_routine to run my "Check team expense claims against your policy" template with policy doc = https://docs.google.com/document/d/1ExpensePolicy.

Setup for other agents: AI agents.

The tool call

{
  "name": "create_routine",
  "arguments": {
    "name": "Check team expense claims against your policy",
    "task": "Open the expense reports in Expensify that wait for my approval. Check each expense against our policy in the Google Doc https://docs.google.com/document/d/1ExpensePolicy: the limits per category, the receipt rule and the rules for weekends and alcohol. Also look for the same amount and vendor in two claims. For each report, write approve or query, with the reason and the policy section. Ask me before you approve or return any report.",
    "schedule": "0 10 * * 3",
    "time_zone": "Europe/Berlin"
  }
}
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