AI Studio: coworks and rules
Coworks propose the account of each receipt from your own instruction; the agent turns a sentence into a rule. AI proposes — you decide.
intermediate · 3 min
Open AI Studio and choose the workspace (it needs a chart of accounts).
- Coworks — write how you classify, in your words ("Wawa and Shell are fuel for the work truck; grocery stores are personal"). Run shows a proposal for each receipt with the account, the confidence and why. Accept what is right — nothing is recorded by itself.
- Agent · rules — tell the agent a rule. It proposes the vendor pattern and the account and shows how many receipts it catches before you create it.
- New statements — statements of a new bank layout waiting for you; the agent explains what to check before you approve.
AI Studio is part of your plan's contract; the AI use of each run is shown with its cost.