Organize rebate agreements, spend, tiers, exclusions, returns, credits, FX, claims, disputes, approvals, and postings into a traceable evidence packet.
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You say
Review the attached agreement.pdf and spend_export.csv. Create a rebate evidence packet showing eligible net spend vs thresholds and identify any missing credit notes for Q3.
Your agent does
Packet organized:
- Eligible Net Spend: $1,240,000
- Tier 1 Threshold ($1M): Achieved
- Calculated Rebate: $24,800
- Missing Credits: 4 transactions identified in spend_export.csv without matching IDs in the supplier statement.
What you get
About this skill
Organize vendor-rebate records into a traceable evidence packet with Claude. Link agreements, tiers, eligible spend, products, customers, regions, periods, exclusions, returns, credits, FX, accruals, claims, statements, approvals, disputes, and postings. Produce a term-to-transaction map, threshold ledger, rebate scenarios, gap register, reviewer questions, and handoff without deciding entitlement, contract meaning, accounting treatment, claim validity, payment, tax, compliance, or assurance.
How to install
Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.
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