Automation library · Money admin

Automated invoice creation & customer communication

Started by another system calling it, and works across Outlook and Telegram. It hands the judgement calls to OpenAI. 16 steps, 2 branches, 1 loop or waits: a working afternoon to understand properly.

MediumCalls a model: OpenAI

16 stepsMedium: a working afternoon
2Branches: places the flow splits
1Loop or waits
2Services it connects to

The flow

Starts it 1Model 4Logic 4Service 7

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

  1. 1Receive form submissionWebhookStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3OpenAI Chat Model1Lm Chat Open AiModel
  4. 4Format dataCodeLogic
  5. 5AI AgentAgentModel
  6. 6AI Agent1AgentModel
  7. 7Check if the customer existsXeroService
  8. 8Send emailMicrosoft OutlookService
  9. 9Notify the teamTelegramService
  10. 10IfIfLogic
  11. 11Update contactXeroService
  12. 12Create new contactXeroService
  13. 13Create the invoiceXeroService
  14. 14WaitWaitLogic
  15. 15Get the invoiceXeroService
  16. 16SwitchSwitchLogic

How it's built

Starts on
Another system calling it
Steps
16, with 2 branches, 1 loop or waits
Size
Medium: a working afternoon
Connects to
Outlook, Telegram
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Outlook and Telegram 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. 16 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 16 steps before you point it at anything that matters.