Examples
Start with narrow rules that are easy to inspect before adding broader automation.
Flag lifetime review
when vendor matches FCP Euro
then add tag lifetime-review
and send to review queueLink project parts
when part_number starts with 11
and vehicle matches 06 M3
then link to project "engine refresh"Hold unclear receipts
when amount > $500
and part_number is empty
then send to review queueThese examples are templates for how rules should read. Adjust vendors, vehicles, part numbers, and project names to match your own ledger.
// docs maintenance
Keep docs updated with product, API, UI, and workflow changes. If behavior changes, the matching docs page should change in the same work.