# Generate & track invoices with Google Drive and Gmail: n8n workflow

> Started by another system calling it, and works across Gmail and Google Drive. 10 steps, 1 branch: a working afternoon to understand properly.

Source: https://millionrounds.com/workflow/generate-and-track-invoices-with-google-drive-and-gmail (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Money admin](https://millionrounds.com/workflows?category=Money+admin#library)

# Generate & track invoices with Google Drive and Gmail

Started by another system calling it, and works across Gmail and Google Drive. 10 steps, 1 branch: a working afternoon to understand properly.

Medium

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-and-track-invoices-with-google-drive-and-gmail)

**10 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Logic 4 Service 5

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

- 1 **Webhook Trigger** Webhook *Starts it*
- 2 **Validate Invoice Data** Code *Logic*
- 3 **Enrich with Company Data** Code *Logic*
- 4 **Generate Invoice HTML** Code *Logic*
- 5 **HTML to PDF** Htmlcsstopdf *Service*
- 6 **Save to Google Drive** Google Drive *Service*
- 7 **Send to Customer** Gmail *Service*
- 8 **Is Payment Received?** If *Logic*
- 9 **Notify Team - Paid** Http Request *Service*
- 10 **Notify Team - Unpaid** Http Request *Service*

## How it's built

- **Starts on:** Another system calling it
- **Steps:** 10, with 1 branch
- **Size:** Medium: a working afternoon
- **Connects to:** Gmail, Google Drive
- **Model:** None. This is plumbing, not judgement

## Questions

What does it need to run?

An n8n account, plus your own 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. 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-and-track-invoices-with-google-drive-and-gmail)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Drive](https://millionrounds.com/workflows?service=Google+Drive#library)

## Workflows like it

Also money admin, with the same services where possible, closest in size first.

- [**Accounting Deadline Alerts Automations with Gmail** 10 steps · Gmail, Google Sheets](https://millionrounds.com/workflow/accounting-deadline-alerts-automations-with-gmail)
- [**Archive last month’s invoice sheet with Google Sheets** 10 steps · Google Drive](https://millionrounds.com/workflow/archive-last-month-s-invoice-sheet-with-google-sheets)
- [**Automate 3-way invoice matching from Gmail to Xero with Slack** 10 steps · Gmail, Google Drive](https://millionrounds.com/workflow/automate-3-way-invoice-matching-from-gmail-to-xero-with-slac)
- [**Automated invoice generator - Shopify to PDF with Google Drive** 10 steps · Gmail, Google Drive](https://millionrounds.com/workflow/automated-invoice-generator-shopify-to-pdf-with-google-drive)
- [**Chase unanswered sales quotes on a 2–10 day schedule** 10 steps · Gmail, Google Sheets](https://millionrounds.com/workflow/chase-unanswered-sales-quotes-on-a-2-10-day-schedule)
- [**Email payment tracker with Gmail and Google Sheets** 10 steps · Gmail, Google Sheets](https://millionrounds.com/workflow/email-payment-tracker-with-gmail-and-google-sheets)