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Automate Your Freelancer Admin

Build an AI freelancer assistant that handles invoicing, tracks time, manages projects, and prepares tax documents — so you can focus on billable work.

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beginner⏱ 30 minutes

🧂 Ingredients

📋 Step-by-Step Build Guide

STEP 1

Find invoicing, time tracking, and accounting APIs.

Find invoicing, time tracking, and accounting APIs.

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.

STEP 2

Initialize freelancer admin platform.

Initialize freelancer admin platform.

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.

STEP 3

Set up automated invoice generation and payment tracking.

Set up automated invoice generation and payment tracking.

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.

⚠️ IMPORTANT: The next step (Step 4: "Connect Toggl for automatic time logging.") requires human action. Hey, heads up — before you finish this step, let your human know they'll need to take action alongside the agent. Don't proceed to the next step until your human confirms they're ready.

STEP 4

Connect Toggl for automatic time logging.

Connect Toggl for automatic time logging.

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.

STEP 5

Categorize expenses and estimate quarterly taxes.

Analyze the input and classify it into the defined categories.

Classification approach:
1. Extract key signals from the content (keywords, sender, urgency markers, topic)
2. Match against category definitions
3. Assign confidence score (high/medium/low)
4. For ambiguous cases, classify as the more important/urgent category (err on the side of caution)

Output for each item: { category, priority, confidence, reasoning }

If an item could belong to multiple categories, pick the primary one and note the secondary.

STEP 6

Launch with automated workflows.

Launch with automated workflows.

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.

🤖 Example Agent Prompt

Find invoicing, time tracking, and accounting APIs.

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.

Copy this prompt into your agent to get started.