Create a blank Copilot Studio agent
Step 1 of 30
Action
Create a blank Copilot Studio agentExpected resultA blank Copilot Studio agent is visible in the captured Draft workspace.
Manual mode · literal browser construction
Build Time Entry and Billing Agent manually.
No PAC CLI, YAML import, or plugin architect. Follow each action and its evidence boundary, compare only the reviewed references, and stop at Draft.
Synthetic disclosure: this is qualitative workflow evidence using packaged synthetic inputs. It is not a customer KPI or a live-system result.
Progress will remain available on this page, but it will not persist after you leave.
Found something inaccurate? Use Report an issue on that step. It opens a prefilled GitHub issue for review and does not submit automatically.
Build and verify
Name Time Entry and Billing Manual
Step 2 of 30
Action
Name Time Entry and Billing ManualTime Entry and Billing Manual
Expected resultThe page header shows the recorded manual build name: Time Entry and Billing Manual.
Enter the reviewed global instructions
Step 3 of 30
Action
Enter the reviewed global instructions# Time Entry and Billing Agent — Global Instructions ## Mission Help finance and billing teams identify blocked billable work, review close rollups, audit time-entry controls, prepare eligible invoice support, and assemble disputed-hours evidence for authorized review. ## Grounding - Use only `aibast_billing-synthetic-ledger.md` and `aibast_billing-rules-and-disputes.md`. - Treat the files as the complete frozen March 2026 synthetic close snapshot. - Do not browse, search the web, query finance systems, or invent entries, narratives, approvals, rates, budgets, milestones, disputes, invoices, or client communications. - Do not treat amounts as posted or recognized revenue. - Keep fixed-fee time as delivery evidence unless the packaged milestone evidence explicitly determines invoice value. ## Routing - Blocked billable work and outstanding invoices: use the unbilled report. - Project and consultant close rollups: use the billing summary. - Narrative, hours, rate, approval, and budget concerns: use the time-entry audit. - Eligible time-and-materials support and fixed-fee holds: use invoice preparation. - Disputed-hour evidence and internal resolution path: use dispute resolution. - Month-end close or "process the full billing cycle": use month-end close first (the demo default). - "Break down the flagged hours": use flagged review. - Budget overruns and write-off exposure: use budget overruns. - "Approve ... generate final invoices and revenue report": use final invoices (draft package for approval). ## Finance and authorization gates - Never create, alter, classify, approve, reject, or delete a time entry. - Never invent or complete a work description; month-end close may only propose descriptions from project and task codes for a reviewer to accept. - Never recognize revenue, post accounting entries, generate or send an invoice, waive a charge, or change invoice status. - Never contact a client or represent a dispute as resolved. - Preserve consultant, project-manager, billing-manager, milestone, and authorized finance approvals exactly where the packaged rules require them. ## Evidence-first response contract 1. Lead with what is ready, blocked, flagged, held, or disputed. 2. Cite the exact entry, dispute, project, rule, and synthetic amount involved. 3. Separate evidence present from evidence missing and excluded work. 4. State the next authorized correction, approval, or finance review. 5. End with: `Synthetic billing evidence; no time, approval, revenue, invoice, or client record was changed.` <!-- locked-preview-anchors:start --> ## Skill routing map Route from the user's natural-language intent to the correct skill below. Do not narrate internal retrieval, tool selection, restrictions, or implementation mechanics; present only the user-facing result. - `TEB-01` uses skill `month-end-billing-blockers`. - `TEB-02` uses skill `billing-close-summary`. - `TEB-03` uses skill `time-entry-audit`. - `TEB-04` uses skill `approval-gated-invoice-support`. - `TEB-05` uses skill `disputed-hours-evidence-brief`. - `TEB-06` uses skill `month-end-close`. - `TEB-07` uses skill `flagged-review`. - `TEB-08` uses skill `budget-overruns`. - `TEB-09` uses skill `final-invoices`. These skill names above are the ONLY valid skill identifiers. Never invent, guess, or reference any other skill name. If the correct skill or its knowledge cannot be loaded after one retry in the same turn, say so honestly and stop. Do not answer using values you already know from these instructions or from general knowledge -- a response with no real citation is not acceptable output. <!-- locked-preview-anchors:end -->
Expected resultThe reviewed manual/GLOBAL-INSTRUCTIONS.md policy is visible or saved without unrecorded edits.
Save the instruction policy
Step 4 of 30
Action
Save the instruction policyExpected resultThe reviewed manual/GLOBAL-INSTRUCTIONS.md policy is visible or saved without unrecorded edits.
Remove default web search
Step 5 of 30
Action
Remove default web searchExpected resultThe captured inventory no longer lists the default web-search capability.
Add knowledge: aibast_billing-rules-and-disputes.md
Step 6 of 30
Action
Add knowledge: aibast_billing-rules-and-disputes.mdExpected resultThe exact knowledge file linked for this step is attached under its complete filename. Wait for processing to finish before continuing. This step does not require the final inventory or prove the other uploads.
Add knowledge: aibast_billing-synthetic-ledger.md
Step 7 of 30
Action
Add knowledge: aibast_billing-synthetic-ledger.mdExpected resultThe exact knowledge file linked for this step is attached under its complete filename. Wait for processing to finish before continuing. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_billing-summary_02
Step 8 of 30
Action
Add skill: aibast_billing-summary_02Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_budget-overruns_08
Step 9 of 30
Action
Add skill: aibast_budget-overruns_08Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_dispute-resolution_05
Step 10 of 30
Action
Add skill: aibast_dispute-resolution_05Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_final-invoices_09
Step 11 of 30
Action
Add skill: aibast_final-invoices_09Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_flagged-review_07
Step 12 of 30
Action
Add skill: aibast_flagged-review_07Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_invoice-preparation_04
Step 13 of 30
Action
Add skill: aibast_invoice-preparation_04Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_month-end-close_06
Step 14 of 30
Action
Add skill: aibast_month-end-close_06Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_time-entry-audit_03
Step 15 of 30
Action
Add skill: aibast_time-entry-audit_03Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_unbilled-report_01
Step 16 of 30
Action
Add skill: aibast_unbilled-report_01Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Review model, skills, knowledge, and safety boundaries
Step 17 of 30
Action
Review model, skills, knowledge, and safety boundariesExpected resultThe screenshot visibly confirms Claude Opus 5, 9 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Review the skill list (9 skills)
Step 18 of 30
Action
Review the skill list (9 skills)Expected resultThe screenshot visibly confirms Claude Opus 5, 9 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Review the rest of the skill list
Step 19 of 30
Action
Review the rest of the skill listExpected resultThe screenshot visibly confirms Claude Opus 5, 9 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Open a fresh Preview conversation
Step 20 of 30
Action
Open a fresh Preview conversationExpected resultA fresh Preview surface or its recorded qualitative result is visible; only the evidence file defines a pass.
Pass TEB-01: Billing Manager
Step 21 of 30
Action
Pass TEB-01: Billing ManagerWhat billable work is still blocked from this close, and what has to happen before it can move?
Expected resultThe captured Preview evidence records TEB-01 with the recorded identifiers TE-9004, TE-9011, Needs approval; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running TEB-01. A previous response must not influence the evidence.
Pass TEB-02: Finance Vice President
Step 22 of 30
Action
Pass TEB-02: Finance Vice PresidentGive me the month-end billing rollup by project and consultant without treating it as posted revenue.
Expected resultThe captured Preview evidence records TEB-02 with the recorded identifiers By Project, By Consultant, not posted revenue; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running TEB-02. A previous response must not influence the evidence.
Pass TEB-03: Billing Compliance Lead
Step 23 of 30
Action
Pass TEB-03: Billing Compliance LeadWhich time cards would fail our billing review because of narrative, hours, rate, or budget concerns?
Expected resultThe captured Preview evidence records TEB-03 with the recorded identifiers Missing description, Exceeds 10-hour daily limit, Budget Alert; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running TEB-03. A previous response must not influence the evidence.
Pass TEB-04: Billing Manager
Step 24 of 30
Action
Pass TEB-04: Billing ManagerPrepare the invoice support that is actually ready, and keep anything without the right approval or milestone evidence out.
Expected resultThe captured Preview evidence records TEB-04 with the recorded identifiers Invoices Ready to Generate, Fixed-fee hold, no invoice was generated; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running TEB-04. A previous response must not influence the evidence.
Pass TEB-05: Client Finance Partner
Step 25 of 30
Action
Pass TEB-05: Client Finance PartnerWhat evidence is missing on the disputed hours, and what is the safest resolution path before we go back to the clients?
Expected resultThe captured Preview evidence records TEB-05 with the recorded identifiers DSP-301, DSP-302, authorized review; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running TEB-05. A previous response must not influence the evidence.
Pass TEB-06: Finance Vice President
Step 26 of 30
Action
Pass TEB-06: Finance Vice PresidentMonth-end close is here. We have 15,000 hours logged across all projects that need to be reviewed, approved, and converted to client invoices by tomorrow morning. Can you process the full billing cycle?
Expected resultThe captured Preview evidence records TEB-06 with the recorded identifiers 15,247, $2,847,500, 267 hours; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running TEB-06. A previous response must not influence the evidence.
Pass TEB-07: Billing Manager
Step 27 of 30
Action
Pass TEB-07: Billing ManagerBreak down the hours that were flagged for review before final approval.
Expected resultThe captured Preview evidence records TEB-07 with the recorded identifiers MegaCorp Systems, $892K, 5 projects over 95% budget consumed; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running TEB-07. A previous response must not influence the evidence.
Pass TEB-08: Finance Vice President
Step 28 of 30
Action
Pass TEB-08: Finance Vice PresidentShow me the budget overruns and write-off exposure.
Expected resultThe captured Preview evidence records TEB-08 with the recorded identifiers FinanceHub, RetailCo, $47K recoverable; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running TEB-08. A previous response must not influence the evidence.
Pass TEB-09: Billing Manager
Step 29 of 30
Action
Pass TEB-09: Billing ManagerBill RetailCo $15K, approve everything else, and generate the final invoices and revenue report.
Expected resultThe captured Preview evidence records TEB-09 with the recorded identifiers $2,839,300, $157,800, Deferred: $427,000; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running TEB-09. A previous response must not influence the evidence.
Confirm Draft and stop before publish
Step 30 of 30
Action
Confirm Draft and stop before publishExpected resultThe agent remains Draft and no Publish action is taken.
Troubleshooting
A screenshot or browserfilm frame is missing
Do not invent, recreate, or substitute an image. Keep the step open until its actual evidence is captured and reviewed. Remove --allow-pending only after all workshop evidence gates are met.
A knowledge file is still processing
Wait for ingestion to finish before Preview. A partial answer is not evidence.
A skill upload fails
Use the linked raw SKILL.md. Fix the reviewed source deliberately; do not silently skip the action.
The model differs from Easy mode
Record the substitution and stop the parity claim until Easy and Manual use the same reviewed model.
The Preview answer misses an identifier
Mark the recorded case failed, inspect instructions and inventory, then replay the exact prompt in a fresh conversation.
Should I publish?
No. Keep the same owned manual agent in Draft. Do not choose Publish as part of this tutorial.