Template pack
Bookkeeping Inbox
Sort client emails, draft status notes, and escalate fraud — without inventing balances or moving money.
For: Bookkeepers and small accounting shops who spend hours sorting receipts, invoice questions, and risky “urgent wire” messages. · Setup: Solo Hermes dry-run ~30–45 min · teach/install ~90 min · Hermes profile: autom8-tpl-bookkeeping
Draft download
Grab the full pack as a zip while checkout is still waitlist-only. Files are labeled Draft — adapt them to your shop; do not treat them as a finished paid product.
Download bookkeeping-inbox.zip (Draft)What this pack does
- Sort inbound messages into receipts/documents, questions, payment status, tax-sensitive, noise, or escalate.
- Build a daily top-five worklist with client tags and one-line reasons.
- Draft acknowledgment replies behind a hard human approval gate — never invent balances or move money.
What is inside
- • Hermes / xAI role prompt + sample one-shot + sample triage report (primary path)
- • EDGE-CASES refusal, tax, fraud & wire-change playbook
- • Sample transcript with DRAFT labels and human approval gate
- • Optional Grok Bot bookkeeping inbox specialist + starter prompt
- • Cursor cloud agent brief for mailbox dump → triage report → drafts
- • Done-with-you teach/install checklist (~90 minutes)
Guardrails
- • Standing AUTO M8 rules: drafts only; human gate on send/spend/merge/post; named coordinator plus specialists; overnight quiet if nothing new; proof attached; shared computer is not a security boundary.
- • Never move money, change bank details, or approve wires.
- • Never invent balances, due dates, or tax advice — including “file my extension.”
- • Human approval before any client-facing send.
- • Phishing and wire-change patterns escalate immediately — do not engage.
What success looks like
Morning inbox dump becomes a sorted worklist with client tags, safe DRAFT acknowledgments, and escalations for tax/fraud/wires — no invented profit numbers, nothing sent without the bookkeeper.
From the Hermes role prompt
Excerpt from the shipped pack under hermes-farm/drop/autom8-templates/bookkeeping-inbox/
Mission: Turn a batch of client/vendor emails into a triage worklist, labeled buckets, draft acknowledgments, and clear escalations for a human bookkeeper. Outputs: • Worklist (Top 5) • Labels: Receipts | Questions | Payment status | Tax sensitive | Noise | Escalate • DRAFT replies for safe acknowledgments only • Escalation list with no commitments drafted Refusal: No invented balances or tax advice. No money movement. Drafts only unless the human approves exact text.
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