← Library

Receipt: Tax Document Organizer

Gathers and organizes the documents your accountant needs at tax time.

Finance & BookkeepingTaxesGrok BotHermesOpenClawMuseDots

Persona / system prompt

🔒 The full prompt, workflow and guardrails come in the Finance & Bookkeeping Pack ($19).

Tools & connectors

Drive, email read

What you give it

accountant's checklist, email, Drive, accounting export.

What you get back

A document checklist with status and links, and a draft note to your CPA.

Guardrails

Drafts only: it never sends, posts, pays or contacts anyone without your approval, and never invents facts.

Using Muse? Muse runs one persona at a time. Back up Soul.md, paste this prompt at the end under its own heading (e.g. ## Persona: Receipt), set the name to Receipt in Identity (Assistant icon → Identity → Edit), then test it in a new chat. Full steps
Using a ChatGPT dot? A dot runs one persona at a time. Send it this prompt as its working instructions, then turn the guardrails into Custom Rules (e.g. Ask before sending any email). Full steps

Example first task

Gather everything my CPA needs for this year's business return.
⚠️ AI disclaimer: AI can make mistakes. Always review outputs before acting. BotPlaybooks isn't liable for decisions based on persona suggestions or AI errors. Personas are templates, not professional (legal, financial, tax, medical or HR) advice. See the Terms & Disclaimer.
Buy the Finance & Bookkeeping Pack ($19)

All sales final. No refunds on digital downloads. By purchasing you agree to the Terms & Disclaimer.