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Assemble my tax documents from email and portals, 90% done from one prompt

Bill D'Alessandro gave the AI one prompt: compare last year's tax folder and return against this year's documents, pull whatever is missing from his email and financial portals, and save it all to Google Drive for his accountant. It got about 90% of the way there.

This only partly worked. Read what happened before you try it.

How it works

  1. Compare last year's tax folder and return against this year's documents
  2. Identify what is missing
  3. Pull the missing documents from email and portals
  4. Save them to Google Drive for the accountant

Why it’s worth knowing

One prompt turned last year's return into a checklist: the agent diffed two tax years, noticed which documents were missing, and went and fetched them itself.

Where it’s from

Summarized from a public post on shipwithmuse.live. See the original ↗

Upgraded prompt

A ready-to-use prompt for this idea, built from research on what makes AI agents do the job right: who the AI should be, the exact steps, and a check to make sure it was done the way you wanted.

1Who the AI should be
2The prompt, with the steps
3The check when it’s done
Upgraded prompts are coming soon.

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