Automate payroll cheque reconciliation and prep
A payroll team used an agent to handle tax and garnishment cheque work, then added tools when the workflow hit a system limit.
- What they did
- A payroll team set up a custom AI agent to process tax and garnishment cheques. The agent worked through the routine checks and preparation steps until it ran into a system limitation. The team then built the missing tools and linked them into the same workflow so the job could keep moving.
- How it went
- The setup cut out repetitive payroll work. When the agent could not complete a step on its own, the team filled the gap with new tools instead of stopping the process.
- Tips
- For this kind of task, start with the repetitive checks and prepare a clear review step before anything is sent or filed. If the agent reaches a tool gap, add the missing capability rather than forcing a manual workaround.
Try it yourself with Claude Cowork
Process [tax and garnishment cheques/payments] for payroll using files from [source folder or system]. Compare each item with [payroll register/report], prepare the payment or cheque details, and flag any mismatch or missing data. If you cannot complete a step because a tool or access is missing, tell me exactly what is needed and stop there. Before you submit, send, file, or otherwise finalize anything, pause and show me the full reconciled list for approval.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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