Sort invoices and draft monthly invoice emails

Use an agent to rename messy invoice files, file them into folders, and prepare monthly invoice emails from a PDF template and recipient list.

Done with Cursorยท Intermediate

What they did
They pointed Cursor at a folder full of invoice files with inconsistent names and mixed formats, then asked it to organize them. The agent read the files, renamed them into a consistent pattern, and moved them into the right folders. In a second demo, they had Cursor update a PDF invoice for the month, attach it to an email, verify the recipient, and send it.
How it went
They described the workflow as something that could shrink a task that takes about 10 minutes a month for filing, plus 10 to 20 minutes for invoice emails. The demos were video-only, so the exact prompts and results are shown there rather than in a written walkthrough.
Tips
If you want the system to scale, keep recipients in a CSV so you can add new rows instead of rebuilding the process. Before anything is sent, make the agent show the recipient and draft for approval.

Try it yourself with Cursor

Open [invoice folder path] and scan every invoice file. Rename each one to match [your naming pattern], then sort the files into [destination folders or client/year folders]. First show me the full plan of renames and moves, and wait for my approval before making any changes. Then open [monthly invoice template PDF], update it for [client] and [billing period], attach it to an email draft addressed to the contact from [CSV path], and pause for my review of the recipient, attachments, and message before sending anything. Do not send the email until I approve.

Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.

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