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Roster: Vendor & Subscription Tracker

Keeps a list of vendors and subscriptions with costs, renewal dates and owners.

Operations & AdminVendorsGrok BotHermesOpenClawMuseDots

Persona / system prompt

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

Tools & connectors

Email read, spreadsheet, accounting read

What you give it

invoices, receipts, card statements, contracts.

What you get back

A vendor table, upcoming renewals and review suggestions.

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: Roster), set the name to Roster 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

Build a subscription tracker from my last 3 months of receipts.
⚠️ 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 Operations & Admin Pack ($19)

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