Real Agent Cases

Split, rename and sort about 200 scanned invoices with Claude Cowork

Posted
by Ilya (@IlyaPion)
Last checked
Method:
How we verify

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

Outcome

After the poster scanned almost 200 invoices, Claude Cowork split them out, renamed them, sorted them into folders and created a summary Excel file.

Agent

Claude Cowork

Prompt Recreated prompt

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

Here's a task I'd like your help with. Read it all the way through before you start.

Goal: Split my scanned invoices into separate files, rename them, sort them into folders, and make a summary spreadsheet.

Check with me first: How should they be grouped into folders, for example by supplier or month?

What I'll give you:
- The scanned invoice files
- How I want them named and grouped

Rules:
- Split multi-invoice scans into one file per invoice.
- Rename and sort each one into the right folder.
- List anything you can't read instead of guessing.
- Keep the original scans untouched.

Output: Sorted invoice files plus a summary Excel file listing each invoice.

You'll know it worked when: every invoice is in its own named file, in the right folder, and listed in the summary.

Try this in:

ChatGPT Gemini Grok

Sends the Recreated prompt shown above. ChatGPT and Grok open with it filled in, and ChatGPT may send it straight away. Gemini opens empty, so we copy the prompt for you to paste. Every button also copies it.

The source used Claude Cowork, which can take actions in a browser or app. These are general chat tools, so results may differ, and a normal chat may only give you a plan.

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Optional stronger version

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

Here's a task I'd like your help with. Read it all the way through before you start.

Goal: Split, rename and file about 200 scanned invoices and build a summary spreadsheet.

Quick check first: tell me if anything below is missing or unclear.

Inputs (fill in or confirm):
- Scanned files
- Grouping (supplier or month)
- Naming format
- Summary columns
- Currency and tax fields needed

Rules:
- Split multi-invoice scans at invoice boundaries; check page counts.
- Rename as YYYY-MM-DD_supplier_invoiceNo.
- File into folders.
- Build a summary sheet with amounts.
- Keep the original scans untouched in an 'originals' folder.
- Use OCR text to get supplier, date, invoice number and total; mark low-confidence reads.
- Add the new file path to each summary row.
- Flag duplicate invoice numbers per supplier.

Checkpoint: Show a sample of 10 before processing all.

If you get stuck: Put unreadable pages in a 'check' folder. If a login, CAPTCHA or two-step code appears, stop and ask me to handle it; never guess or store passwords.

Verify before you finish: Check total pages in equals total pages out.

Output: Folder tree, summary sheet and log.

Done when: every invoice is a separate, named, filed PDF in the summary.

Source

https://x.com/IlyaPion/status/2102783493482709261

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