[No QA] [HOLD] Create How-Concierge-Analyzes-Spend.md

[stephanieelliott]

Summary

Update the help documentation to describe the Concierge management report feature (internally known as "virtual CFO"). This is an evolving feature that proactively analyzes workspace data and surfaces helpful insights to users.

$ https://github.com/Expensify/Expensify/issues/630226

Hold note

Holding for confirmation on the customer-facing name for this feature. Being discussed here: https://expensify.slack.com/archives/C090U774ZH7/p1778028565862049?thread_ts=1777322347.398689&cid=C090U774ZH7

[github-actions]

Cross-linking violation: Use relative links, not full URLs (per HELP_AUTHORING_GUIDELINES.md Section 7).

Replace:

[learn how to use Insights](https://help.expensify.com/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify)

with:

[learn how to use Insights](/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify)

[github-actions]

Cross-linking violation: Use relative links, not full URLs (per HELP_AUTHORING_GUIDELINES.md Section 7).

Replace:

[Learn how to find the #admins room for a workspace](https://help.expensify.com/articles/new-expensify/chat/Expensify-Chat-Rooms-for-Admins)

with:

[Learn how to find the #admins room for a workspace](/articles/new-expensify/chat/Expensify-Chat-Rooms-for-Admins)

[github-actions]

Cross-linking violation: Use relative links, not full URLs (per HELP_AUTHORING_GUIDELINES.md Section 7).

Replace:

[use search operators to filter and analyze spend](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Use-Search-Operators-to-Filter-and-Analyze)

with:

[use search operators to filter and analyze spend](/articles/new-expensify/reports-and-expenses/Use-Search-Operators-to-Filter-and-Analyze)

[github-actions]

Heading format: This heading is phrased as a question but is missing a question mark at the end.

Suggested change

	## Where does Concierge share spend analyses
	## Where does Concierge share spend analyses?

[github-actions]

AI readiness violation: The article must include at least one "How to..." heading (per HELP_AUTHORING_GUIDELINES.md Section 6). Currently, none of the ## headings use the "How to" format. Consider rephrasing one heading, for example:

• ## What kinds of analyses will Concierge share? could remain as-is (valid question word)
• But at least one heading should follow the "How to..." pattern, e.g. ## How to interpret Concierge spend analyses or similar.

[github-actions]

Heading rules violation: All ## headings must start with an action verb or question word (How, What, Where, Who, Why, When) in a task-based format. "How Concierge spend analyses relate to Insights" reads as a topic description rather than a task or question. Consider rephrasing to be more clearly task-based:

Suggested change

	---
	## How do Concierge spend analyses relate to Insights?

[github-actions]

HelpDot Documentation Review

Overall Assessment

This PR introduces a new article explaining how Concierge proactively analyzes workspace spend. The article is well-structured, clearly written, and covers a single focused workflow. However, there are a few governance compliance issues that should be addressed before merging — most notably the use of full URLs instead of relative links, a missing required "How to..." heading, and a missing question mark on one heading.

Scores Summary

• Readability: 9/10 - Clear, scannable prose. Bullet lists are well-organized, FAQ answers are concise and direct. The article flows logically from what Concierge does, to where it appears, to how it relates to Insights.
• AI Readiness: 7/10 - YAML metadata is complete and well-crafted (title, description, keywords, internalScope all present). However, the article is missing at least one "How to..." heading, which is a mandatory requirement for AI retrieval optimization (Section 6 of HELP_AUTHORING_GUIDELINES.md). All headings do start with question words (What, Where, How), which is good.
• Style Compliance: 6/10 - Three cross-links use full URLs (https://help.expensify.com/...) instead of relative links, which violates the cross-linking standards. One heading is missing a question mark. Insights is correctly bolded as a UI/feature reference throughout.

Key Findings

• Full URLs must be converted to relative links. HELP_AUTHORING_GUIDELINES.md Section 7 states: "Use relative links only. Do not use full URLs." All three links in the article use full URLs.
• Missing "How to..." heading. Section 6 requires "at least one full 'How to...' heading using feature name." The current headings use "What kinds of..." / "Where does..." / "How ... relate to..." — none use the "How to..." format. Consider restructuring one heading, e.g., "How to understand Concierge spend analyses" or adding a "How to" section.
• Missing question mark. The heading ## Where does Concierge share spend analyses is phrased as a question but lacks a trailing ?. Other question-format headings in the article do include the question mark — this should be consistent.
• Positive: Strong metadata. The internalScope field is well-written and clearly defines the audience (Workspace Admins and Members) and explicitly excludes related workflows (Insights, custom reports).
• Positive: Good cross-link discipline. Links are used sparingly and with descriptive anchor text (e.g., "learn how to use Insights," "use search operators to filter and analyze spend"). No "click here" or "read more" phrasing.
• Positive: Single workflow focus. The article stays tightly scoped to Concierge spend analysis without drifting into Insights usage or report configuration.

Recommendations

1. Convert all three full URLs to relative links. For example, change https://help.expensify.com/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify to /articles/new-expensify/insights/How-to-Use-Insights-in-Expensify.
2. Add or restructure a heading to include "How to..." phrasing. For example, rename "How Concierge spend analyses relate to Insights" to "How to use Concierge spend analyses with Insights," or add a new section such as "How to review Concierge spend analyses."
3. Add a question mark to the heading ## Where does Concierge share spend analyses.

Files Reviewed

• docs/articles/new-expensify/concierge-ai/How-Concierge-Analyzes-Spend.md — New article. Needs relative link fixes, a "How to..." heading, and a punctuation correction. Otherwise well-written and well-structured.

Note: Detailed line-by-line feedback has been provided as inline comments.

[OSBotify]

A preview of your ExpensifyHelp changes have been deployed to https://9e6887fc.helpdot.pages.dev ⚡️

Updated articles:

• articles/new-expensify/concierge-ai/How-Concierge-Analyzes-Spend