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Training an AI Agent to Run Your Monthly Billing Cycle

· One min read
StandardPSA Team
Standard Computer

How one team used StandardPSA's AI training files to build an AI agent that runs their monthly billing cycle without manual intervention.

What worked, what needed tweaking, and the approach they used:

  • Module schema files taught the agent what fields exist on billing records, their types, and allowed values.
  • Workflow process maps gave the agent the step-by-step monthly billing procedure: lock the period, review WIP, generate invoices, send to clients, record payments.
  • The API reference for AI agents provided example requests and response shapes for each step.

See the AI Training Files documentation to start building your own automated workflows.