Turn vet charges from a bank feed into insurance claims that wait for your approval

The scene

Vet charges and receipts are already in a bank feed or mailbox. You want an agent to draft a claim that matches the policy, then stop so you can review it before anything is sent.

Tools involved

What they did

1. Set up a self-hosted agent and tightly scoped mail or billing access, and keep the policy points or a clause excerpt nearby.
2. Ask it to handle only charges that are clearly vet-related, cite the record behind every line, and flag missing receipts instead of filling in amounts.
3. Have it draft the claim in the insurer’s required fields and attach a checklist of supporting documents.
4. Nothing should be sent or submitted until you approve. The public write-up used Gemini and needed a fallback when the free tier ran out.

Copyable prompt

From the bank charges and receipts I have connected, identify pet-veterinary expenses only. For each item, cite the record you used. If a receipt or a policy field is missing, list it as “needs confirmation” and do not invent an amount. Draft the insurance claim and stop before sending. Show me the draft and the document checklist, and wait for my approval.

Rewritten here for you to try; not a verbatim excerpt from elsewhere. What it asks：It should handle only vet charges, list gaps instead of inventing amounts, and wait for approval before sending.

Things to watch

This is a second-hand reading of a public project write-up, not a test run here, and claim outcomes depend on the policy. A person must review the draft before it is sent. You supply the self-hosted agent, mail connections, and model quota, plus a fallback if a free tier runs out. Reproducibility in China depends on what you host and which APIs you call.

A self-hosted OpenClaw or similar agent, plus mail connections and model quota.