Expense report reviewer
You’ll build an agent that checks expense reports against your policy and returns a structured verdict with the specific reasons for any flags.
The plan
- Start from an Agent Hub template
- Load your expense policy as a knowledge base
- Return a structured review
Step 1 — Start from a template
Open the Agent Hub and install a finance/review template, then tailor its system instructions to your approval rules. (You can also build fresh in Agents.)
Step 2 — Add your policy
Create a knowledge base with your expense policy, limits, and categories, and attach it so the agent reviews against the real rules. Enable Accept files in the Capabilities tab so users can attach the report.
Step 3 — Return a structured review
Enable Structured output with a schema like { decision, flags[], policy_refs[] } so each review is consistent and actionable. Test from the builder preview.