meta prompt
The Folder-as-Source Reconciler
Process a folder of source documents using parallel sub-agents — one per subfolder — to extract structured data, then consolidate into a single master CSV with merchant categorization.
Use it for
Joanna’s Tax Avalanche — Live Workflow Reset
The prompt
I have a folder of source documents at [FOLDER PATH].
The folder contains [DESCRIBE — e.g., bank CSVs, scanned receipts, PDF
statements from multiple vendors] organized into subfolders by source.
Do this work directly against the filesystem. Do NOT load the source files
into our conversation context.
Step 1 — Survey the folder. Tell me what subfolders exist, how many files
in each, and what file types you see.
Step 2 — Spawn one sub-agent per subfolder. Each sub-agent should extract
the following fields into a CSV: [LIST FIELDS — e.g., date, merchant,
pre-tax amount, tax, total, source-file-name].
Step 3 — Return to main context ONLY: (a) a per-source row count,
(b) any rows that failed extraction with the reason, (c) the path to each
output CSV.
Step 4 — Consolidate the per-source CSVs into one master CSV at
[OUTPUT PATH]. Then group by merchant and propose a category for each
merchant. I'll classify each merchant once, not each transaction.Worked example
No worked example recorded yet.