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Get the Boring Stuff Off Your Desk

Hand over the paperwork

Make this your own. Replace the bracketed details, provide the relevant material and choose a result you can inspect.

Your starting prompt

I have attached a list of payments for [period]. Help me collect the matching invoices from the accounts I make available. Ask what access you need. Keep a checklist showing supplier, date, amount, filename and any mismatch or missing item. Save the documents in an organised folder and prepare a ZIP for my review. Do not guess missing details or submit anything on my behalf.
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Before you call it finished

  • Name the period and finished output.
  • List the source accounts and handle required sign-ins.
  • Match a sample against the source list.
  • Review missing items and approve the completed pack.

Your notes

My task:

My source material:

What I need to check:

My next step:

A reusable exercise adapted from the chapter, not a verbatim record of the original instructions. Downloads are editable plain-text worksheets; use Print for a paper copy or PDF.

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