Automation library · Money admin

Generate invoices and send AI-summarized reminders

Started by another system calling it, and works across Email and n8n data table. It hands the judgement calls to OpenAI. 27 steps, 4 branches, 1 loop or waits: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAI

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27 stepsLarge: read it before trusting it with anything live
4Branches: places the flow splits
1Loop or waits
2Services it connects to

The flow

Starts it 2Model 2Logic 9Service 14

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. 4Format dataCodeLogic
  5. 5AI AgentAgentModel
  6. 6Add reminders configSetLogic
  7. 7Check if the customer existsQuickbooksService
  8. 8Send reminders sent summaryEmail SendService
  9. 9If2IfLogic
  10. 10IfIfLogic
  11. 11Insert invoice id to DBData TableService
  12. 12Get InvoicesData TableService
  13. 13Update the customerQuickbooksService
  14. 14Create the customerQuickbooksService
  15. 15Loop over invoicesSplit In BatchesLogic
  16. 16Add customer idCodeLogic
  17. 17Get today's sent remindersData TableService
  18. 18Get the invoiceQuickbooksService
  19. 19Get the productQuickbooksService
  20. 20SwitchSwitchLogic
  21. 21Add item idCodeLogic
  22. 22Send reminder emailEmail SendService
  23. 23Delete invoiceData TableService
  24. 24Create the invoiceQuickbooksService
  25. 25Increase sent remindersData TableService
  26. 26Send the invoiceQuickbooksService
  27. 27If3IfLogic

How it's built

Starts on
Another system calling it
Steps
27, with 4 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 27 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 27 steps before you point it at anything that matters.