Automation library · Money admin

Generate monthly invoice PDFs from Google Sheets with Gmail

Started by a clock, and works across Gmail, Google Drive, Google Sheets and Slack. 9 steps: a working afternoon to understand properly.

Medium

Download free
9 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 1Logic 2Service 6

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

  1. 1Run on the 1st of each monthSchedule triggerStarts it
  2. 2Set invoice defaultsSetLogic
  3. 3Read billable linesGoogle SheetsService
  4. 4Group by client and build rowsCodeLogic
  5. 5Render the invoice PDFHttp RequestService
  6. 6Download the rendered fileHttp RequestService
  7. 7Archive the invoice in DriveGoogle DriveService
  8. 8Email the invoice to the clientGmailService
  9. 9Post a run summary to SlackSlackService

How it's built

Starts on
A clock
Steps
9
Size
Medium: a working afternoon
Connects to
Gmail, Google Drive, Google Sheets, Slack
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Drive, Google Sheets and Slack 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. 9 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 9 steps before you point it at anything that matters.