Automation library · Money admin

Freelance client reporting + invoice automation with Gmail

Started by a clock, and works across Gmail and Google Sheets. 9 steps: a working afternoon to understand properly.

Medium

9 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 1Logic 2Service 6

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

  1. 1Schedule, Monthly on 1stSchedule triggerStarts it
  2. 2Read Unbilled Hours, Google SheetsGoogle SheetsService
  3. 3Calculate Invoice Totals per ClientCodeLogic
  4. 4Claude AI, Write Report + Cover NoteHttp RequestService
  5. 5Build Invoice HTML + EmailCodeLogic
  6. 6Generate PDF InvoiceHttp RequestService
  7. 7Gmail, Send Invoice to ClientGmailService
  8. 8Google Sheets, Log InvoiceGoogle SheetsService
  9. 9Mark Hours as BilledGoogle SheetsService

How it's built

Starts on
A clock
Steps
9
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

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

What starts it?

It starts on a clock.

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. 9 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 9 steps before you point it at anything that matters.