Automation library · Money admin

Automate 3-way invoice matching from Gmail to Xero with Slack

Runs on demand, and works across Gmail, Google Drive, Google Sheets and Slack. 10 steps, 1 branch: a working afternoon to understand properly.

Medium

10 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
4Services it connects to

The flow

Logic 2Service 8

The steps in the order they run, from what starts it.

  1. 1Gmail: Watch InvoicesGmailService
  2. 2Vault: Get Decryption KeyGoogle SheetsService
  3. 3Unlock password protected PDFHtmlcsstopdfService
  4. 4Intelligence EngineCodeLogic
  5. 5Drive: Fetch PO & ReceiptGoogle DriveService
  6. 6Merge multiple PDFS into oneHtmlcsstopdfService
  7. 7Xero: Create BillXeroService
  8. 8Switch: Alert ChannelSwitchLogic
  9. 9Slack: High Value AlertSlackService
  10. 10Teams: Dept Head NotifyHttp RequestService

How it's built

Starts on
Nothing automatic; you run it
Steps
10, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, Google Drive, Google Sheets, Slack
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Drive, Google Sheets and Slack accounts. You connect your own accounts after importing it; none are included.

What starts it?

Nothing starts it automatically. You run it by hand.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 10 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.

Before you run it

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 10 steps before you point it at anything that matters.