AI at Work Playbook

🏡 Everyday

Find forgotten subscriptions and draft a cancel or lower-price script

🏡 EverydayChatGPTBeginner

Task · Saving money
Time saved · 30-60 min one-off (estimate, not measured)

Steps

  1. Export 3 months of card and bank transactions as CSV; remove account numbers
  2. Upload the file with the prompt below
  3. Decide what to cancel or call about
  4. Use the script on the phone or in chat with the company; confirm cancellations in writing

Prompt / template

Find every subscription and recurring charge in these transactions. Show a table: merchant, amount, how often, yearly cost, last charge date. Flag duplicates and price increases. Then, for the ones I mark, write a short, polite script to either cancel or ask for a lower price or retention offer, including what to say if they push back.

Source · https://chatgpt.com/use-cases/money-and-finances/
Last checked · 2026-10-19

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