AgentSavings / Your everyday playbook
246 TASKS

Purchases, returns & credits

Recover purchase value without buying more.

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Task instructions

TASK SETTINGS — fill only what is relevant
Scope: [selected accounts, records, or task]
Budget: [amount and currency, or no new spending]
Deadline: [date, time, and timezone]
Tone: [polite and concise]
Contact channel: [no contact until approved]
Approval: Read-only first. Ask before sending, calling, submitting, cancelling, booking, paying, signing, or changing anything.

Apply the shared money-saving rules. Audit the last 90 days of authorized purchase receipts for missing refunds, eligible price adjustments, genuine delivery or product problems, and still-open return or warranty windows. Separately inspect 12 months of messages for unused gift cards and store credits.

Confirm the original item, seller, condition, payment method, purchase date, and the policy that actually applies. Check present eligibility and deadlines from official sources. Do not assume a price drop creates a refund right, or that Link protections apply to a purchase made outside an eligible checkout.

Classify opportunities as cash refund, price adjustment, warranty service, return, or noncash balance. Show shipping, restocking, replacement cost, minimum-spend conditions, and restrictions. A gift card balance is not cash recovered, and buying something unnecessary to use a voucher is not saving.

For an existing approved shopping need, compare the exact item across credible sellers using all-in delivered price, authenticity, warranty, and returns. Do not expand the shopping list or purchase anything.

Return the five best existing-purchase opportunities with evidence and deadlines. Draft provider requests for approval or hand them to the existing execution owner. Do not initiate returns, make false complaints, accept store credit instead of cash, or bypass blocked merchant access.

Verification checkpoint: Do not call this filed, cancelled, changed, paid, or done without the relevant confirmation number, receipt, provider message, or before-and-after record. Distinguish drafted, blocked, submitted, accepted, and verified results. A provider promise is not posted money. Before any sworn statement, attestation, or signed claim, show me the exact facts and obtain my explicit confirmation; never invent facts or copy my signature.
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Give your agent only the relevant records. Review the proposed action and require confirmation of what actually happened.

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