[No QA] Refractor new-expensify/connect-credit-cards

[stephanieelliott]

Re-scoping and adding additional articles to improve coverage

Will add peripheral articles and images in a separate PR

[github-actions]

HelpDot Documentation Review

Overall Assessment

This PR restructures the connect-credit-cards section by splitting monolithic articles (Commercial-feeds.md, Direct-feeds.md, Assign-and-Manage-Cards.md) into focused, single-workflow articles. This is a strong architectural improvement aligned with the one-workflow-per-article principle. However, several critical issues — a broken filename, incorrect cross-link paths, broken step numbering, and formatting errors — must be resolved before merge.

Scores Summary

• Readability: 7/10 - Generally clear, scannable steps with good structure. Deducted for duplicate words ("submitted submitted"), broken step numbering ("5. 3."), a typo ("Mastercar"), grammar error ("a American Express"), and broken bold formatting ("**What it means: **").
• AI Readiness: 8/10 - All new articles include proper YAML frontmatter with internalScope, task-based headings, and "How to" sections. The filename with a leading space will break automated indexing and linking. Title/heading casing mismatch in Manage-Personal-Cards.md (title "Manage Personal Cards" vs heading "Manage personal cards") reduces retrieval consistency.
• Style Compliance: 7/10 - Navigation instructions correctly follow the unified format. UI element bolding is mostly correct. Deducted for "More Features" (should be "More features" per sentence case), broken cross-links pointing to wrong paths, and the markdown separator typo ("--" instead of "---").

Key Findings

Critical (must fix before merge):

1. Leading space in filename: Configure-Company-Card-Settings.md has a leading space in its name ( Configure-Company-Card-Settings.md). This will break links, builds, and automated tooling.

2. Broken cross-links to wrong path: In Assign-Company-Cards.md and Share-a-Company-Card-Connection-Across-Workspaces.md, links point to /articles/new-expensify/billing-and-subscriptions/Set-up-a-Direct-Company-Card-Feed-Connection and /articles/new-expensify/billing-and-subscriptions/Set-up-a-Commercial-Card-Feed-Connection. These should be under connect-credit-cards/, not billing-and-subscriptions/. This affects four links across two files.

3. Broken link target: Set-up-a-Direct-Company-Card-Feed-Connection.md links to /articles/new-expensify/connect-credit-cards/How-to-assign-company-cards, which does not exist. It should link to Assign-Company-Cards.

4. Missing leading slash: In Set-up-a-Commercial-Card-Feed-Connection.md FAQ, the link (articles/new-expensify/connect-credit-cards/Set-up-a-Direct-Company-Card-Feed-connection) is missing its leading / and has incorrect casing ("connection" vs "Connection").

5. Broken step numbering: In Set-up-a-Commercial-Card-Feed-Connection.md (Amex section), step 5 reads "5. 3. In Expensify..." — a leftover from the old article that corrupts the numbered list.

Important (should fix):

6. Duplicate word: Assign-Company-Cards.md — "submitted submitted" in the "What happens after" section.

7. Typo in YAML: Set-up-a-Commercial-Card-Feed-Connection.md description reads "Mastercar" (missing "d").

8. Grammar: Set-up-a-Commercial-Card-Feed-Connection.md — "a American Express" should be "an American Express".

9. Broken bold formatting: Fix-a-Broken-Company-Card-Feed-Connection.md — "**What it means: **" has a space before the closing asterisks, which will render incorrectly.

10. Markdown separator: Set-up-a-Direct-Company-Card-Feed-Connection.md uses -- instead of --- for one horizontal rule, which will not render as a separator.

11. Title/heading mismatch: Manage-Personal-Cards.md title is "Manage Personal Cards" but the H1 heading is "Manage personal cards" — these should match per governance rules.

12. UI casing: Share-a-Company-Card-Connection-Across-Workspaces.md references "More Features" — should be "More features" to match sentence case UI convention. (Also appears in Set-up-a-Commercial-Card-Feed-Connection.md as "More features" which is correct — so this is inconsistent across the PR.)

Positive aspects:

• The split from monolithic articles into single-workflow articles is well-executed and follows governance principles.
• All new articles include complete YAML frontmatter with internalScope metadata.
• Task-based headings are well-crafted throughout (e.g., "How to fix a broken company card connection", "How to set up a direct company card feed connection").
• Navigation instructions consistently use the correct unified format: "Click the navigation tabs (on the left on web, on the bottom on mobile)".
• FAQ sections use proper question-format headings.
• Cross-link anchor text is descriptive (e.g., "Learn how to set up a direct company card feed connection").
• The troubleshooting article (Fix-a-Broken) provides structured error-specific guidance that is highly scannable.

Recommendations

1. Priority 1: Fix the leading space in the Configure-Company-Card-Settings.md filename immediately — this is a build-breaking issue.
2. Priority 2: Correct all four broken cross-links that point to billing-and-subscriptions/ instead of connect-credit-cards/, the broken How-to-assign-company-cards link, and the missing leading slash in the FAQ link.
3. Priority 3: Fix the broken step numbering in the Amex commercial feed setup section.
4. Priority 4: Address the text-level issues: duplicate word, typo, grammar, bold formatting, markdown separator, title/heading mismatch, and UI casing inconsistency.

Files Reviewed

• Configure-Company-Card-Settings.md (renamed) - CRITICAL: leading space in filename; content changes are minor and acceptable
• Assign-Company-Cards.md (new) - Good structure; has broken cross-links and duplicate word
• Assign-and-Manage-Cards.md (deleted) - Appropriately removed and replaced by focused articles
• Check-Supported-Banks.md - Minor title capitalization change, acceptable
• Commercial-feeds.md (deleted) - Replaced by Set-up-a-Commercial-Card-Feed-Connection.md
• Direct-feeds.md (deleted) - Replaced by Set-up-a-Direct-Company-Card-Feed-Connection.md
• Fix-a-Broken-Company-Card-Feed-Connection.md (new) - Well-structured troubleshooting article; has broken bold formatting
• Manage-Personal-Cards.md (renamed) - Title/heading casing mismatch
• Set-up-a-Commercial-Card-Feed-Connection.md (new) - Has broken step numbering, typo, grammar error, broken link, and missing leading slash
• Set-up-a-Direct-Company-Card-Feed-Connection.md (new) - Has broken link target and markdown separator issue
• Share-a-Company-Card-Connection-Across-Workspaces.md (new) - Has broken cross-links and UI casing issue

Note: This review covers only the proposed changes in the PR diff, not unchanged content from existing files.

[melvin-bot]

Concierge reviewer checklist:

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cc @bfitzexpensify

[melvin-bot]

@youssef-lr @bfitzexpensify One of you needs to 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]

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[stephanieelliott]

Applied all bot comments

[OSBotify]

A preview of your ExpensifyHelp changes have been deployed to https://8daa0592.helpdot.pages.dev ⚡️

Updated articles:

• articles/new-expensify/connect-credit-cards/Assign-Company-Cards
• articles/new-expensify/connect-credit-cards/Check-Supported-Banks
• articles/new-expensify/connect-credit-cards/Configure-Company-Card-Settings
• articles/new-expensify/connect-credit-cards/Fix-a-Broken-Company-Card-Feed-Connection
• articles/new-expensify/connect-credit-cards/Manage-Personal-Cards
• articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-Feed-Connection
• articles/new-expensify/connect-credit-cards/Set-up-a-Direct-Company-Card-Feed-Connection
• articles/new-expensify/connect-credit-cards/Share-a-Company-Card-Connection-Across-Workspaces