The flow
Starts it 1Logic 4Service 5
The steps in the order they run, from what starts it.
- 1Every daySchedule triggerStarts it
- 2Set ConfigurationSetLogic
- 3Fetch Ready-to-Invoice ProjectsAirtableService
- 4Are Required Fields Complete?IfLogic
- 5Calculate Invoice TotalCodeLogic
- 6Flag Airtable - Needs InfoAirtableService
- 7Build Invoice HTMLSetLogic
- 8Generate Invoice PDFHttp RequestService
- 9Send Invoice EmailGmailService
- 10Update Airtable - Mark InvoicedAirtableService
How it's built
- Starts on
- A clock
- Steps
- 10, with 1 branch
- Size
- Medium: a working afternoon
- Connects to
- Airtable, Gmail
- Model
- None. This is plumbing, not judgement
Questions
What does it need to run?
An n8n account, plus your own Airtable and Gmail 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. 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.
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.