[HOLD for feature release] Expensify Card spend rules to Workspace Rules help article

[MelvinBot]

Explanation of Change

Documents the new Spend rules section added to the Workspace Rules page in #86572. Updates Workspace-Rules.md to explain the built-in Expensify Card protections that block transactions in restricted merchant categories (adult services, ATMs, gambling, money transfers), and how to view them.

Changes:

• Added "How Expensify Card spend rules work" section with navigation steps and explanation
• Updated keywords and internalScope metadata to include spend rules

Fixed Issues

$ #86520

Tests

1. Build the help site locally or preview the markdown
2. Verify the new "How Expensify Card spend rules work" section renders correctly
3. Verify navigation steps are clear and match the UI flow

• Verify that no errors appear in the JS console

Offline tests

N/A — documentation-only change.

QA Steps

1. Verify the new section appears in the rendered Workspace Rules help article
2. Verify the navigation steps match the actual UI in the app

• Verify that no errors appear in the JS console

PR Author Checklist

• I linked the correct issue in the ### Fixed Issues section above
• I wrote clear testing steps that cover the changes made in this PR
  • I added steps for local testing in the Tests section
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• I included screenshots or videos for tests on all platforms
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Screenshots/Videos

N/A — documentation-only change.

[melvin-bot]

Concierge reviewer checklist:

• I have verified the accuracy of the article
  • The article is within a hub that makes sense, and the navigation is correct
  • All processes, screenshots, and examples align with current product behavior.
  • All links within the doc have been verified for correct destination and functionality.
• I have verified the readability of the article
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  • The grammar, spelling, and punctuation are correct.
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• I have verified the formatting of the article
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• I have verified the article has the appropriate tone and style
  • The article's tone is professional, friendly, and suitable for the target audience.
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• I have verified the overall quality of the article
  • The article is not missing any information, nor does it contain redundant information.
  • The article fully addresses user needs.
• I have verified that all requested improvements have been addressed

For more detailed instructions on completing this checklist, see How do I review a HelpDot PR as a Concierge Team member?

cc @sonialiap

[melvin-bot]

@sonialiap Please copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

[github-actions]

HelpDot Documentation Review

Overall Assessment

This PR adds a new "Spend" section documenting Expensify Card spend rules to the Workspace Rules article. The changes include a new informational section with navigation steps, updated YAML metadata (keywords and internalScope), and a heading-level fix that demotes the existing "How to configure Expense Report rules" from # to ##. The additions are well-structured and largely compliant with governance standards.

Scores Summary

• Readability: 9/10 - Clear, concise prose. Steps are sequential and easy to follow. The bulleted list of blocked categories is scannable.
• AI Readiness: 9/10 - Metadata updates are well-aligned with search intent. New keywords ("spend rules", "Expensify Card rules", "card protection", "block transactions") cover realistic search queries. The internalScope update accurately reflects the new coverage. Heading includes the feature name.
• Style Compliance: 9/10 - Navigation uses the correct unified format per HELPSITE_NAMING_CONVENTIONS.md. UI elements (Workspaces, Rules, Spend, All cards, Got it) are properly bolded. The heading demotion from # to ## on "How to configure Expense Report rules" is a welcome compliance fix.

Key Findings

• Positive: The ## How Expensify Card spend rules work heading follows the "How [Feature Name] works" pattern explicitly listed as acceptable in TEMPLATE.md. Good use of the feature name for retrieval.
• Positive: Demoting # How to configure Expense Report rules to ## corrects a heading hierarchy violation, bringing it closer to the one-#-heading rule.
• Positive: The Note callout clearly communicates the visibility condition for the Spend section, which helps prevent user confusion.
• Minor: The navigation step says "click Workspaces" -- verify this matches the exact UI label (singular vs. plural). Per HELPSITE_NAMING_CONVENTIONS.md, the tab label must match exactly.
• Pre-existing issue (not scored): The file still has multiple # headings elsewhere (e.g., # How to configure Expense Rules, # How to configure Category Rules). These are outside the scope of this diff but worth noting for a future cleanup pass.

Recommendations

1. Verify UI labels: Confirm that All cards, Spend, and Got it match the exact text in the product UI, including capitalization.
2. Consider a follow-up PR: The remaining # headings in the file should be demoted to ## to fully comply with the single-#-heading rule from HELP_AUTHORING_GUIDELINES.md.

Files Reviewed

• docs/articles/new-expensify/workspaces/Workspace-Rules.md — New section added for Expensify Card spend rules; metadata updated; one heading hierarchy fix applied. Changes are clean and compliant.

Review based on governance files: HELPSITE_NAMING_CONVENTIONS.md, HELP_AUTHORING_GUIDELINES.md, and TEMPLATE.md.