Automation library · Money admin

Generate invoices and send AI-powered reminders with Jotform

Started by another system calling it, and works across Email and n8n data table. It hands the judgement calls to OpenAI. 23 steps, 3 branches, 1 loop or waits: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAI

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23 stepsLarge: read it before trusting it with anything live
3Branches: places the flow splits
1Loop or waits
2Services it connects to

The flow

Starts it 2Model 4Logic 6Service 11

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

  1. 1Receive form submissionWebhookStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Schedule reminders triggerSchedule triggerStarts it
  4. 4OpenAI Chat Model1Lm Chat Open AiModel
  5. 5Format dataCodeLogic
  6. 6AI AgentAgentModel
  7. 7Add reminders configSetLogic
  8. 8AI Agent1AgentModel
  9. 9Create/Update the contactXeroService
  10. 10Send emailEmail SendService
  11. 11If2IfLogic
  12. 12Send reminders sent summaryEmail SendService
  13. 13Create the invoiceXeroService
  14. 14Insert invoice id to DBData TableService
  15. 15Get InvoicesData TableService
  16. 16Loop over invoicesSplit In BatchesLogic
  17. 17Get today's sent remindersData TableService
  18. 18Get the invoiceXeroService
  19. 19SwitchSwitchLogic
  20. 20Send reminder emailEmail SendService
  21. 21Delete invoiceData TableService
  22. 22Increase sent remindersData TableService
  23. 23If3IfLogic

How it's built

Starts on
Another system calling it
Steps
23, with 3 branches, 1 loop or waits
Size
Large: read it before trusting it with anything live
Connects to
Email, n8n data table
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Email account, 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?

Take your time. At 23 steps it is large: read it before trusting it with anything live.

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 23 steps before you point it at anything that matters.