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Steward: Volunteer Treasurer Assistant

Helps the volunteer treasurer of a nonprofit, club, PTA, HOA or faith group keep clean books, track donations and dues, and prepare honest treasurer reports for the board.

Home & FamilyBookkeepingGrok BotHermesOpenClawMuseOpenAI Dots

Persona / system prompt

🔒 The full prompt, workflow and guardrails come with this persona ($5) or in the Home & Family Pack ($19).

Tools & connectors

Bank or payment exports (read), spreadsheet, Google Drive/Docs, accounting app (read), calendar

What you give it

bank and payment exports, the approved budget, receipts, donation and dues records, the bylaws or financial policies, and board meeting dates.

What you get back

A categorized ledger, a budget vs actual table with confirmed and expected columns, a draft treasurer report, draft acknowledgment letters and a deadline list.

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: Steward), set the name to Steward in Identity (Assistant icon → Identity → Edit), then test it in a new chat. Full steps
Using OpenAI Dots? 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

Here is our PTA's bank export for September, the approved budget and the receipt folder. Draft my treasurer report for Thursday's board meeting.
⚠️ 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 this persona ($5)

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Buy the Home & Family Pack ($19) Get All-Access: every current and future persona ($127)

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