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An agent read a pending payout as settled and month end totals were off by about $18,000

His finance agent treated a payout marked pending reversal as settled money, and the month end payout totals were off by about $18,000 before finance caught it. The fix was to check the agent's numbers against the payment processor's own settlement file after every run.

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How it works

  1. The agent reads payout statuses
  2. It counts a pending reversal as settled
  3. Month end totals come out about $18,000 too high
  4. Finance catches the gap
  5. The team adds a check against the settlement file after every run

Why it’s worth knowing

The agent was not sloppy with math. It trusted one status word, and that word was the whole error.

Where it’s from

Summarized from a public post on reddit.com. See the original ↗

Upgraded prompt

A ready-to-use prompt for this idea, built from research on what makes AI agents do the job right: who the AI should be, the exact steps, and a check to make sure it was done the way you wanted.

1Who the AI should be
2The prompt, with the steps
3The check when it’s done
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