Did My Claude Code AI Agent Automate a Six-Figure Job?

[00:01] something a bit more different than what we have been doing lately. But, we are we have been doing lately. But, we are going to stay on my Mac mini AI agent, where we have been using Cloud Code to execute autonomous things like, yeah, by

[00:13] leveraging skills MD or skill MD, I guess. So, if you haven't seen any of understand what I'm talking about, I have explained kind of the setup before if you want to check that out. So, today, I wanted to see if we can do more

[00:27] of like a normal task than we have been doing lately. So, I wanted to see if we can kind of use the browser-based automation system. This means no API to actually execute some more of like accounting tasks. So, we're going to use

[00:43] it to try to set it up or train it up to fetch PDF invoices from our Gmail. We're accounting software, and we're going to add this invoice to our system, create a new invoice, send it to a customer via

[00:57] Basically, just going to test it out and see how well well it can perform on these more, yeah, I guess already existing tasks that people are actually So, I think we're just going to head over to the agent or the Mac mini, and

[01:14] I'm going to show you how I want to set this up. Okay, so here is how I'm going to do this. So, you can see I am in my Cloud Code in kind of my AI uh agent setup here. So, if you go to skills, you can see we have a big list

[01:29] of skills we have already trained on. You can see we have our X skill, we have our React video skill, coding skills, X post, yeah, a bunch of different skills. And we have an accounting, I just set it up for testing, okay? So, this is the

[01:44] actually do some work. And you can see we also have our Gmail skill that we can we also have our Gmail skill that we can use to navigate Gmail. So, if we head to Chrome browser now, you can see this is the software I found. It's just a test

[01:58] account on something called accounting.com. Uh this is a very simple accounting software you can try for free. So, I just set it up and just to see if we can use this.

[02:10] Uh I also did create some mock data invoices. I sent them to myself. So, you can see we have three or I sent them to the agent's Gmail. So, we have three different invoices here now. I guess I forgot to add the invoice here. I'm

[02:25] going to fix that. So, you can see we have the invoices attached. And this is We're going to see if the agent is able to actually read those emails, get information from the invoices, and bring it over to the other software to put it

[02:39] into our accounting setup. So, I'm just going to resend this email here and just have it. So, now we have all the attachments. So, before we do that, I just want to show you what I already have done because I said

[02:55] I did test it out using just testing the accounting skill. So, at with the agent. So, I'm just going to close this. And I'm going to do a prompt here just to see to show you how that it already can operate kind of the software

[03:11] going to give it some kind of instruction here. So, we need to create a draft invoice for the customer all about AI $1,000 job for a sponsorship. Use the accountant skill. So, that is what I tested before I recorded this

[03:25] video. So, hopefully now it should be a very effective while using this skill going over to the accountant software, uh creating the invoice, filling out all Okay? So, you can see it already knows some of

[03:39] this. It looks at the skill. It needs to do a CDP script. And $1,000 is 1,000 10 100,000 in cents. Okay? So, let's see how it's going to navigate this now. As

[03:51] we created some kind of script it's going to use over here now. So now you can see we go straight to new invoice. So we click on sales invoices. Okay, so you can see now it's going into customer. I guess we already have a

[04:05] customer since I tested this earlier, but basically it's just going to select I guess it's going to be all about AI. Yeah, we get that up. And this is the setup so build to all about AI. Now it probably next it needs to do is add a

[04:19] new item. You can see it's running in the background here. Yeah, it clicked on add a new item and the amount is $1,000. But basically now it just has to select those. We got two though. So it probably needs to delete

[04:35] that. So it's going to do a screenshot. Okay, that's good. Yeah, I need to Perfect. And the next part is basically I think all we have to do now is just save this and we should have our invoice, right?

[04:50] Now let's scroll down and save it. Yeah, perfect. And something I haven't tried yet and when we have saved this now, perfect. This is a draft. So now I want to try to send this to my email.

[05:02] So I haven't tried it. So let's see if we can just figure this out uh straight away. So let me just see it should be ready. We have the invoice here.

[05:16] invoice here. And let's see if we can just send this. Uh I'll just wait a bit. Maybe we need to download this and send it via Gmail instead. Let's try that.

[05:29] So what if we just try Okay, great. I need to send this to another Gmail address. Attach the invoice. Use the Gmail skill for this. Uh add a fitting text

[05:42] add a fitting text uh subject line. Something like this. Uh okay. So let's just see if we can do this. I haven't tried this before, so it should know how to use Gmail at least partially. I haven't tested it too much,

[05:56] but now I want to see it needs to some way to grab the invoice here. I'm not sure if it knows how to do this. I guess it could download the invoice. good. Um

[06:11] yeah. We downloaded this into our temporary file system. Perfect. Okay, so now we're going into Gmail. Perfect. You can see we have our three uh, emails from before. So, it probably needs to click on compose now.

[06:26] Yeah, it's clicking on compose. Okay, so we got two two compose up here. So, maybe that was a bit much. Uh, we need to use the attachment, right? And I

[06:38] think it should know how to send emails. But let's see if we can actually do the Okay, so we found the email address. That's pretty good. That was pretty fast. And it needs to do a subject line. So, it's basically just going to do

[06:52] something, I guess. So, it's going to do invoice 10000001 sponsorship. Okay, that's pretty good. And it needs to come up with some body text. Please find the attached invoice. Best, EJ. $1,000. And now let's see if

[07:06] we can do the attachment. That is going to be the PDF. Yeah, no problem. Huh. Okay. So, you can see how effective this is. Uh, now I guess I just have to send this. Uh, and that should be done. Okay,

[07:19] so now it's kind of prompting me. I'm not running in dangerous with skip now, I was, but uh, yeah, that's fine. So, we're going to send that. We sent it. So, that was surprisingly easy, right? And you can see it's pretty

[07:32] fast. It's not really slow, though. So, that should be done. And for that, I think we're just going to update our skill. So, I'm just going to come up prompt it, uh, update the accounting skill with the workflow you use to

[07:45] so we save time the next time we're going to do this, okay? So now, that was pretty much it. So, going to check the invoice just to see how it looks. So, let's let me head over

[07:59] to my different Gmail account here. And yeah, here we have it. So, you can see here's the Claude email. So, if I click into the Hi there, hope you're doing well. Please find the attached, uh, this one. Uh, let's open it up. Yeah, you can

[08:12] see video sponsorship $1,000. Bill to All About AI and we got it. So, yeah, that worked very well. I would say that was very good job, well done, the AI agent. So, that was pretty smooth. So, I'm just going to leave this

[08:27] email now and I'm going to leave that. And now we have kind of the second thing I want to do and it looks like our, uh, yeah, our skill is updated now so it knows how to handle these, uh, PDF files, Gmail, compose, attach

[08:41] next time we will need to do that. But now we want to do a different skill, So, uh, I'm just going to clear this. So, now we want to see if we can actually grab all of those PDFs and actually put

[08:55] them into the accounting software. I tried to keep it pretty simple. So, okay, we have a new task. We need to check our email if we have any invoices that needs to be logged as bills in our accounting software. If we do, uh,

[09:08] uh, use the Gmail skill and the accounting skill. skills, the Gmail skill and the accounting skill to try to execute this task. So, we're going to start by checking our Gmail for invoices. Okay,

[09:22] cleared our memory here so it shouldn't have any idea of that. So now, yeah, we can see we are, uh, going over to the Gmail, okay? you can see clearly we have the three invoices here. So, I just want to see

[09:36] how it's going to solve this. Is it going to download each invoice or are we going to just read one and one email here? going to solve this. Oh, we did the screenshot. Okay, so it's reading the

[09:50] first email. This is the one from AI Agent Julie about Cloud Code. read the invoice or if it's going to download it. Okay, so it's just going to click on the invoice. You can see 10 Cloud Code

[10:06] accounts, $500. Uh yeah, this is from AI Agent Julie. This is one of the first invoices we sent. Okay, but we should have two more, remember?

[10:23] accounting software to start putting this up as expenses, I I don't know how you say it in English. Okay, so it's loading the accounting wanted to see. And we are going over to a new bill,

[10:40] okay? So, I haven't actually done this before, so I'm not quite sure how it's going to do this. So, it needs to add a vendor. Oh, now it's going to click on new vendor. And it needs to create a new vendor.

[10:53] Okay, so this looks probable. It has to put in a name. Let's see what's going to do here. Yeah, it's going to put in AI Agent Julie. You can see it down here. Set the name to AI Agent Julie. We even got the space in between here. Okay.

[11:05] And probably just needs to save that. Yes, this is looking good. Okay, so we have the due date. We have the order. And we have the price for the items. So, we set the order number to 100. I don't know why. So, there's a hidden input

[11:20] know why. So, there's a hidden input with the date value, okay, for due date. date. Okay, so it actually did that. It changed the due date to 17th of March. Perfect. That was the one we put on the

[11:33] Perfect. That was the one we put on the bill. Now set the price to 500 bucks. Okay. So that looks like it got it in here now. Now we have items 10 cloud color accounts and it needs to change the price to 500.

[11:47] the price to 500. I think it was. Yeah. it. Maybe we need some description. Let's see.

[12:00] know. No, it's just going to scroll down and save this and that's going to be our and save this and that's going to be our first bill, right? Yeah, that was saved. So that is our first bill. This is a draft.

[12:12] Uh and yeah. Okay. Perfect. So we still have two more to do. So I'm just going to speed this up for you so you can watch And let's see if we can do the two last two ones.

[12:32] those three bills here. I just marked them as received and yeah, if we go to our or I guess we can ask our agent now. Use the accounting skill Use the accounting skill and go to dashboard.

[12:47] Uh dashboard. Just to see if the dashboard was updated and let's see if we can get some information from the dashboard. Okay. So you can see we have something here. Let's see. You can see we have open 1,700. Okay.

[13:04] So you can see receivables, payables, 1,700 in total unpaid bills, cash flow. Yeah. So you can see that has worked pretty good and I would say, yeah, that basically what I wanted to try out today and I'm super happy how well it went. So

[13:20] basically now I just got to come up with more difficult task, I guess, next time because this went maybe a bit too smooth. Like I had an idea that this would work pretty good. But yeah, this was really not any issues just to grind

[13:35] this out. So, would I trust this to handle all my invoices and to do all my accounting yet? >> I'm not sure, but it is doing a really good job. So, maybe I'll start sending

[13:48] some invoices to my email. I have this agent to go pick them up, put them into my accounting software, and I guess I can just put them in draft so I can just review them and approve them. That would at least save me some time. So, yeah.

[14:01] goes. So, if you want to follow along more how I'm actually using my Mac mini AI agents for tasks like this and other tasks I've done in previous videos, I So, yeah. Give this video a like, subscribe, and I'll see you again very

[14:15] subscribe, and I'll see you again very soon.