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Monthly Expense and Approval Review

Ensure nothing requiring finance sign-off slips through at month-end

The prompt
Search my emails from the last 30 days for any pending financial approvals, invoices awaiting sign-off, or expense reports submitted but not yet approved. List each one:
- What requires approval
- Submitted by whom
- Date submitted
- Amount (if mentioned)
- Current status

Sort by oldest first. Flag anything overdue based on a standard 14-day approval window.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Finance Controller, Finance Manager, CFO

More for Scheduled Prompts

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From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.