Automation library · Money admin

Generate and email PDF quotes from Airtable with Gmail

Started by another system calling it, and works across Airtable, Gmail and Google Drive. 9 steps: a working afternoon to understand properly.

Medium

9 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Logic 2Service 6

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

  1. 1Quote Generation WebhookWebhookStarts it
  2. 2Configure SettingsSetLogic
  3. 3Read Quote from AirtableAirtableService
  4. 4Build HTML QuoteCodeLogic
  5. 5Convert HTML to PDFHttp RequestService
  6. 6Download PDF FileHttp RequestService
  7. 7Save PDF to Google DriveGoogle DriveService
  8. 8Email Quote to ClientGmailService
  9. 9Update Airtable StatusAirtableService

How it's built

Starts on
Another system calling it
Steps
9
Size
Medium: a working afternoon
Connects to
Airtable, Gmail, Google Drive
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Airtable, Gmail and Google Drive accounts. 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?

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.