Real Agent Cases

Recreate and resend an urgent client invoice from a phone in a roller coaster queue with Claude

Posted
by Alper Ortac (@alperortac)
Last checked
Method:
How we verify

Evidence: Described by posterThe person describes what happened in words, without screenshots or video.

Outcome

A client called Alper Ortac on a family holiday at Europa Park needing an invoice urgently for their end-of-year accounts. With no laptop, Ortac opened Claude on their phone in a roller coaster queue, attached the last invoice and asked it to recreate it. Claude wrote and ran a Python script that produced a replica of the PDF, then changed the invoice number, billing period and costs as asked. Ortac drafted the email, attached the new invoice and sent it in roughly 20 minutes, right before boarding.

Agent

Claude

Prompt Recreated prompt

The source didn't share its exact prompt, so we wrote this from what it describes.

Run this task now, exactly as written below. Everything you need is here, so start straight away and only stop if something required is missing or a rule below tells you to.

Goal: Make a new invoice that matches my previous one, with updated details, as a PDF I can send now.

Fill in before running:
- My last invoice (PDF or photo): [ATTACH]
- New invoice number, billing period and amounts: [DETAILS]
- Client and email address it's going to: [DETAILS]

You're not my accountant or financial adviser. Show your working, label estimates as estimates, and tell me which points a professional or the official source should confirm.

Rules:
- Copy the layout, wording and my business details exactly from the last invoice.
- Change only the invoice number, dates, line items and totals I give you.
- Recalculate any tax and totals and show the maths.
- Give me a downloadable PDF and a two-line covering email.
- Check facts that can change (prices, opening hours, dates, availability, rules) against the official source, and tell me anything you couldn't verify.

Output: A ready-to-send PDF invoice and a short covering email.

You'll know it worked when: the client has a correct invoice in their inbox within minutes.

Try this in:

This prompt has blanks to fill in, like [ATTACH]. We'll copy it instead of filling it in, so you can edit it before you send.

The source used Claude. These are general chat tools, so results may differ.

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Optional stronger version

Our rewrite with extra checks. The poster didn't test it.

Run this task now, exactly as written below. Everything you need is here, so start straight away and only stop if something required is missing or a rule below tells you to.

Goal: Make a new invoice that matches my previous one, with updated details, as a PDF I can send now.

Fill in before running:
- My last invoice (PDF or photo): [ATTACH]
- New invoice number, billing period and amounts: [DETAILS]
- Client and email address it's going to: [DETAILS]

You're not my accountant or financial adviser. Show your working, label estimates as estimates, and tell me which points a professional or the official source should confirm.

Rules:
- Copy the layout, wording and my business details exactly from the last invoice.
- Change only the invoice number, dates, line items and totals I give you.
- Recalculate any tax and totals and show the maths.
- Give me a downloadable PDF and a two-line covering email.
- Check facts that can change (prices, opening hours, dates, availability, rules) against the official source, and tell me anything you couldn't verify.
- Check the invoice number follows on from the last one and isn't a duplicate.

Output: A ready-to-send PDF invoice and a short covering email.

You'll know it worked when: the client has a correct invoice in their inbox within minutes.

Before you finish: re-read my goal and constraints, check your answer against each one, and list anything you assumed or couldn't confirm.

Source

https://x.com/alperortac/status/2074849882624389428

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