Let an agent pay routine business bills with your approval: AI agent prompt
Let an agent take routine purchases all the way to payment, like reordering a best-seller or paying a supplier invoice that matches the PO, but only after you approve each spend from your phone. Symphony by Wix now does this through Link's wallet for agents from Stripe, using one-time cards capped at the approved amount.
FinanceAgent paymentsintermediateThe prompt
Act as my purchasing assistant for [business]. Here is what you can see: my stock levels [paste or connect], open supplier invoices and purchase orders [paste], and upcoming fees or deadlines [list]. Each day: (1) list anything that needs paying or reordering, with the supplier, the amount, and why now (for example, stock below [X] units, an invoice due in [Y] days, or an application closing soon); (2) for each invoice, confirm it matches its purchase order line by line and flag any difference instead of paying it; (3) write each item as a one-line approval request I can answer yes or no to from my phone. Never pay anything I haven't approved, never go over the approved amount, and never add a new supplier without asking me.
How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
- Paste it into Symphony by Wix, Link (Stripe), ChatGPT and review the answer before you use it.
Works with: Symphony by Wix, Link (Stripe), ChatGPT, Claude
Real-world example: globenewswire.com/news-release/2026/10/15/3381745/0/en/symphony-by-wix
Before you use it: what to check
Already built into this prompt
- Never pay anything I haven't approved, never go over the approved amount, and never add a new supplier without asking me.
Check yourself
- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.
Want to make this prompt even better? Grade it with the free prompt grader or build your own with the AI prompt generator.
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