[No QA] Add Spend Rules documentation to help site

[MelvinBot]

Summary

• Adds a new Spend Rules section to the Workspace Rules help article documenting the feature added in Add spend rule base page #86684
• Documents built-in card protection (always-on blocking of Adult services, ATMs, Gambling, Money transfers)
• Documents how to create custom Spend Rules with Allow/Block restriction types, merchant matching, spend categories, and max amounts
• Updates the Set Up and Manage the Expensify Card article to cross-reference Spend Rules
• Updates metadata keywords for improved search discoverability

Test plan

• Verify the Workspace Rules article renders correctly on the help site
• Verify the new Spend Rules section follows the existing article structure
• Verify the cross-link from the Expensify Card article works correctly
• Verify all UI labels match the actual product (Restriction type, Allow, Block, Spend category, Max amount, etc.)

[github-actions]

HelpDot Documentation Review

Overall Assessment

This PR adds a well-structured Spend Rules section to the Workspace Rules article and updates the Expensify Card article with a cross-reference. The new content is clear, actionable, and follows most governance conventions. A few issues need attention, primarily around link formatting and heading level.

Scores Summary

• Readability: 9/10 - Steps are sequential, clear, and action-oriented. The distinction between Allow and Block restriction types is well explained. The built-in protection list is concise and scannable.
• AI Readiness: 8/10 - Keywords and internalScope are updated with relevant spend-rule phrases. Headings are task-based and include the feature name. The new # heading follows the existing article pattern but technically violates the one-#-heading rule.
• Style Compliance: 7/10 - UI terminology and button names are correctly bolded and cased. Navigation instructions use the correct unified format. However, both cross-links use absolute URLs instead of the required relative links.

Key Findings

• Absolute URLs instead of relative links: Both changed files use full https://help.expensify.com/... URLs. Per HELP_AUTHORING_GUIDELINES.md Section 7 ("Link Formatting"), articles must use relative links only. This applies to the new Spend Rules cross-link in Set-Up-and-Manage-the-Expensify-Card.md and the link to the Expensify Card article within the new Spend Rules section of Workspace-Rules.md.
• Multiple # headings: The new # How to configure Spend Rules for Expensify Cards heading is a #-level heading. The authoring guidelines specify exactly one # heading (the article title) plus an optional # FAQ. This is consistent with the existing article's pattern (which already uses multiple # headings for other rule sections), so this is a pre-existing structural issue rather than something newly introduced -- but worth noting for future cleanup.
• Positive: Strong step formatting -- The "How to add a custom Spend Rule" section has well-structured numbered steps with clear actions, correct bold formatting on UI elements, and helpful sub-bullets explaining Allow vs. Block behavior.
• Positive: Good metadata updates -- The keywords and internalScope additions are relevant and reflect real search queries (e.g., "spend rules", "block card transactions", "card spending restrictions").
• Screenshot placeholder follows the correct HTML comment format per Section 8 of the authoring guidelines.

Recommendations

1. Convert absolute URLs to relative links in both files. For example, change https://help.expensify.com/articles/new-expensify/workspaces/Workspace-Rules to a relative path like /articles/new-expensify/workspaces/Workspace-Rules.
2. Consider demoting # to ## for the new Spend Rules heading to align with the governance rule of one # heading per article. This would be a larger change affecting the whole file's structure, so it may be better addressed in a separate cleanup PR.

Files Reviewed

• docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md -- One-line change adding Spend Rules cross-reference. Uses absolute URL (should be relative).
• docs/articles/new-expensify/workspaces/Workspace-Rules.md -- New 43-line Spend Rules section with metadata updates. Well-structured content; uses absolute URL for cross-link (should be relative).

Note: This review covers only the proposed changes in the PR diff, not pre-existing content.

[github-actions]

Heading hierarchy violation: Per HELP_AUTHORING_GUIDELINES.md Section 4, an article may have exactly one # heading (the article title), plus an optional # FAQ. All other sections must use ##. This should be ## How to configure Spend Rules for Expensify Cards.

(Note: The existing article already uses multiple # headings for other sections, which is a pre-existing issue -- but new content should follow the governance standard.)

[github-actions]

Cross-linking violation: Per HELP_AUTHORING_GUIDELINES.md Section 7, use relative links only -- do not use full URLs.

Replace:

[Set Up and Manage the Expensify Card](https://help.expensify.com/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card)

With:

[Set Up and Manage the Expensify Card](/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card)

[github-actions]

Cross-linking violation: Per HELP_AUTHORING_GUIDELINES.md Section 7, use relative links only -- do not use full URLs.

Replace:

[Spend Rules](https://help.expensify.com/articles/new-expensify/workspaces/Workspace-Rules)

With:

[Spend Rules](/articles/new-expensify/workspaces/Workspace-Rules)

[github-actions]

Heading hierarchy issue: If the parent # heading on line 88 is demoted to ## (as it should be per governance), this ## sub-heading would need to become a different structural approach. Since governance prohibits ### headings, consider either:

• Keeping this as ## and removing the parent # grouping (making it a peer section), or
• Integrating this content into the parent section without a separate heading.

[OSBotify]

A preview of your ExpensifyHelp changes have been deployed to https://63477e96.helpdot.pages.dev ⚡️

Updated articles:

• articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card
• articles/new-expensify/workspaces/Workspace-Rules