The flow
Starts it 3Model 2Logic 6Service 7
The steps in the order they run, from what starts it.
- 1Schedule Daily CheckSchedule triggerStarts it
- 2Webhook: Payment ReceivedWebhookStarts it
- 3Generate EmailLm Chat Open AiModel
- 4Fetch Pending InvoicesPostgresService
- 5Update Payment StatusPostgresService
- 6AI Agent For Generate Email ContentAgentModel
- 7Filter Overdue InvoicesIfLogic
- 8Webhook ResponseRespond To WebhookStarts it
- 9Send Payment ConfirmationEmail SendService
- 10Format EmailCodeLogic
- 11Calculate Reminder LogicCodeLogic
- 12Send Email ReminderEmail SendService
- 13Prepare AI PromptSetLogic
- 14Update Reminder StatusPostgresService
- 15Create Activity LogSetLogic
- 16Save to Activity LogPostgresService
- 17Generate Daily SummaryCodeLogic
- 18Send Summary to Finance TeamEmail SendService
How it's built
- Starts on
- Another system calling it
- Steps
- 18, with 1 branch
- Size
- Medium: a working afternoon
- Connects to
- Email, Postgres
- Model
- OpenAI
Questions
What does it need to run?
An n8n account, plus your own Email and Postgres accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.
What starts it?
It starts on another system calling it.
Does it use AI?
Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.
How long does it take to set up?
Plan an afternoon. 18 steps is enough that you should read each one before running it.
How do I import it?
Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.
Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 18 steps before you point it at anything that matters.