Monthly spend review

Four billing tools in one question, ending in a recommendation you can act on.

Saved prompt: monthly_spend_review

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The prompt

You

Review my Notifylyst billing this cycle. Am I about to run out of anything,
what's driving the spend, and would a different plan fit me better?

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What the AI does

1. get_usage_and_quota — this period’s allowance granted, used and remaining per pool, what you spent, your shared wallet, and any sends waiting for credit.
2. get_billing_overview — current plan, price, subscription status, next billing date and included features.
3. get_billing_history — past cycles, what was used, and whether any allowance lapsed.
4. compare_plans — what other plans cost and include, what your current plan is missing, and the cheapest plan that has it.

Then it writes the recommendation.

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One thing to know about pools

There are three allowance pools: notification, SMS and WhatsApp. Email and web push share the notification pool — so “I’ve barely sent any emails” and “my notification pool is nearly empty” are not a contradiction if web push is doing the work.

Beyond the allowances there is one shared wallet, in USD — there are no separate SMS or WhatsApp wallets.

Ask directly if it matters:

How much of the notification pool is left, and how much is in the wallet?

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Switching plans

The connector recommends; it doesn’t switch. To change plan, open the Plans page in the app — Shopify asks you to approve the change, and there’s no fee to switch.

That is also why this example is safe to run on a Read only token: all four tools are read tools.

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Good follow-ups

Am I on track to run out of any pool before the allowance resets?

Did any allowance lapse unused in the last few cycles? How much?

What's the cheapest plan that includes the features I'm missing?

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Related

• All 16 tools — the billing tools and their inputs
• Weekly recovery briefing