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Work & Operations

Generate and send invoice PDFs for approval

An AI skill prepares an invoice PDF for work or reimbursements and emails it to the user, then sends it once he replies yes or with corrections.

Done with a custom-built or unnamed agent

What they did
User issues a command like "Bill them for $ amount for (work performed, reimbursements, etc)". The agent generates the invoice PDF on its own and emails it to the user. After the user replies yes or with corrections, the agent sends the final version to the recipient it already knows.
How it went
The workflow runs as described with no reported metrics or shortfalls.

Try it yourself with Lindy

Create an assistant that, when I message it about [work done or expenses to reimburse] for [client or company], generates an invoice PDF using my details [name, address, payment info] and these amounts [line items and rates]. Email the PDF to me first and wait. Only send it to [client email] after I reply yes, and if I reply with corrections, apply them and send me a revised version before anything goes out.

Read the original ↗

Source: X · Oct 7, 2026

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