# Generate invoices and send AI-powered reminders with Jotform: n8n workflow

> Started by another system calling it, and works across Email and n8n data table. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/generate-invoices-and-send-ai-powered-reminders-with-jotform (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 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.

Large Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-invoices-and-send-ai-powered-reminders-with-jotform)

**23 steps** Large: read it before trusting it with anything live

**3** Branches: places the flow splits

**1** Loop or waits

**2** Services it connects to

## The flow

Starts it 2 Model 4 Logic 6 Service 11

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

- 1 **Receive form submission** Webhook *Starts it*
- 2 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 3 **Schedule reminders trigger** Schedule trigger *Starts it*
- 4 **OpenAI Chat Model1** Lm Chat Open Ai *Model*
- 5 **Format data** Code *Logic*
- 6 **AI Agent** Agent *Model*
- 7 **Add reminders config** Set *Logic*
- 8 **AI Agent1** Agent *Model*
- 9 **Create/Update the contact** Xero *Service*
- 10 **Send email** Email Send *Service*
- 11 **If2** If *Logic*
- 12 **Send reminders sent summary** Email Send *Service*
- 13 **Create the invoice** Xero *Service*
- 14 **Insert invoice id to DB** Data Table *Service*
- 15 **Get Invoices** Data Table *Service*
- 16 **Loop over invoices** Split In Batches *Logic*
- 17 **Get today's sent reminders** Data Table *Service*
- 18 **Get the invoice** Xero *Service*
- 19 **Switch** Switch *Logic*
- 20 **Send reminder email** Email Send *Service*
- 21 **Delete invoice** Data Table *Service*
- 22 **Increase sent reminders** Data Table *Service*
- 23 **If3** If *Logic*

## 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.

## 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-invoices-and-send-ai-powered-reminders-with-jotform)
- **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.

[Email](https://millionrounds.com/workflows?service=Email#library)[n8n data table](https://millionrounds.com/workflows?service=n8n+data+table#library)

## Workflows like it

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

- [**Create Zoho Books invoices from email attachments** 23 steps · calls a model · Email](https://millionrounds.com/workflow/create-zoho-books-invoices-from-email-attachments)
- [**Invoice processing: Email to PostgreSQL database with OpenAI** 23 steps · calls a model · Discord, Email](https://millionrounds.com/workflow/invoice-processing-email-to-postgresql-database-with-openai)
- [**Generate research proposals with OpenAI** 21 steps · calls a model · n8n data table](https://millionrounds.com/workflow/generate-research-proposals-with-openai)
- [**Track MPESA and Airtel mobile payments** 21 steps · calls a model · Twilio, n8n data table](https://millionrounds.com/workflow/track-mpesa-and-airtel-mobile-payments)
- [**Invoice overdue reminder system - delivered with Airtable** 21 steps · Airtable, Email](https://millionrounds.com/workflow/invoice-overdue-reminder-system-delivered-with-airtable)
- [**Run bounded dunning for Lago payment failures** 25 steps · Email, n8n data table](https://millionrounds.com/workflow/run-bounded-dunning-for-lago-payment-failures)