Each task follows three layers: Input (what to prepare), Prompt (the instruction logic), and Key Questions (what to challenge and refine).
This playbook assumes access to basic spend, invoice, and PO data with standard master data fields. Most tasks are designed for the discovery and early strategy phase.
Read the Data Anonymization Guideline before using any AI tool with client data
All client names, supplier details, financial figures, and personal information must be anonymized before entering any prompt. Each section below includes an Anonymization Quick Reference with specific rules for that topic. Review the full guideline for the complete protocol and checklist.