How to Ask ChatGPT About Your Expiring Documents and Subscriptions

Most people only think about a document's expiry date when it is already a problem: a passport that is too short for the trip, a residence permit that runs out in a month, an insurance policy that ended last week. The date is written somewhere, but nobody has it in front of them at the moment they plan.

Subs'n'Docs now has a plugin for ChatGPT. Once it is added, you can ask about your dates in the middle of a chat, right when you are planning: "Is my passport still good for June?" The answer comes from your own records. It is in the ChatGPT plugin directory, and adding it takes a few minutes.

Documents are the first thing to ask about

A document is stored as a short label and an expiry date, for example "Passport, 14 March 2029". Nothing else: no number, no scan. That is also what makes it safe to talk about in a chat. Some questions that work well:

• When does my passport expire?
• What documents expire in the next six months?
• I am travelling in June. Which of my documents will be too short by then?
• What is the next date I need to act on?

ChatGPT compares your dates with the rule you give it, such as "the passport must be valid for six more months after I arrive". It does not know the rules of a particular country, so say which one applies, and check the official page for the final answer.

You can also tell it to add or update a date, if you allow changes:

• Add my residence permit, valid until 3 March 2028.
• I renewed my licence, it is valid until 12 May 2036.
• Remind me every 12 months to check my car insurance.

When a date is missing or unclear, ChatGPT asks instead of guessing.

Then the subscriptions

The same chat answers questions about money that leaves your card:

• How much do my subscriptions cost per year?
• Which subscriptions use my Visa ending in 4821?
• What is charged next week?
• Add Spotify for 11.99 euro monthly, charged on the 5th.
• Mark my gym membership as paid.

What you need

• A Subs'n'Docs account. It is free, and connecting an assistant is included in every plan. If you do not have one yet, sign up with your email on the home page.
• A ChatGPT account that can add plugins. The directory is open on all plans, but whether you can install a particular plugin depends on your plan, your region and, in a work workspace, on what the administrator allows.

How to add it

1. In ChatGPT open Plugins in the sidebar and search for Subs'n'Docs. You can also open its page in the plugin directory. Press Install plugin.
2. When ChatGPT offers it, press Connect. You are taken to Subs'n'Docs to sign in: enter your email, open the link we send you, and you come back to a page that shows what the connection can do.
3. Choose the permission (see the next section) and press Allow.
4. In a chat, ask your first question. ChatGPT uses an installed plugin when it fits the request, and you can also name it with an @ mention.

You choose: read only, or read and change

On the consent page there is one checkbox: "Also allow it to add records and make the changes you ask for".

• Left off (the default): ChatGPT can only read. It cannot add or change anything.
• Ticked: ChatGPT can add a document, a subscription or a deadline, renew a document and mark a subscription paid.

Whichever you pick, ChatGPT can never delete, archive or cancel anything, and it cannot make a payment. It also cannot renew a document with the issuing authority: "renew" only means that you tell it the new expiry date. The connection has no such action, so no request can make it do that. To change your mind, disconnect in Settings, connect again and tick or untick the box.

What ChatGPT can and cannot see

ChatGPT sees names, dates, prices, currencies, categories and the card a subscription is paid with (network and last four digits). It never sees your notes, links, storage places, your email address or full card numbers. A document is only a short label and an expiry date, so keep it that way in the chat as well: say "passport", not the number.

What ChatGPT reads becomes part of your chat and is handled by OpenAI under its own terms. ChatGPT may also pass the plugin context from relevant chats and, if Memory is on, from memory, so keep the questions to the dates and do not put anything private into the conversation. Subs'n'Docs stores only the connection itself: its name, what it may do, when it was approved and last used. The Privacy Policy has the details.

How to turn it off

Open Settings in Subs'n'Docs, then AI assistants, and press Disconnect. Access stops at once. You can also remove the plugin in ChatGPT.

A small routine that works

Once a month, ask: "What expires or is charged in the next 60 days?" It takes ten seconds, and it catches the date you would otherwise find out about from a closed border or a charge on the card. Reminders by email and Telegram still arrive on their own, days before each date; the assistant is for the questions in between.

Keep reading

• Passport and visa reminders: the passport, the visa in it and your travel insurance, with the real deadline.
• Insurance renewals: health, home, car and travel policies, with time left to compare offers.
• Subscription cost tracking: what all the subscriptions add up to per year, and which card pays for which.