The flow
Starts it 1Logic 8Service 9
The steps in the order they run, from what starts it.
- 1📝 Edit Me - ConfigurationSetLogic
- 2Start (Webhook)WebhookStarts it
- 3Fetch Trigger RecordAirtableService
- 4Set Record IDSetLogic
- 5Check StatusFilterLogic
- 6Mark as StartingAirtableService
- 7Fetch Order DetailsAirtableService
- 8Fetch Client DetailsAirtableService
- 9Fetch Line ItemsAirtableService
- 10Aggregate ItemsAggregateLogic
- 11Consolidate DataSetLogic
- 12Format Line ItemsCodeLogic
- 13Prepare Documint PayloadCodeLogic
- 14Is Company?IfLogic
- 15Generate PDF (Individual)Http RequestService
- 16Generate PDF (Company)Http RequestService
- 17Save PDF (Indiv)AirtableService
- 18Save PDF (Company)AirtableService
How it's built
- Starts on
- Another system calling it
- Steps
- 18, with 1 branch
- Size
- Medium: a working afternoon
- Connects to
- Airtable
- Model
- None. This is plumbing, not judgement
Questions
What does it need to run?
An n8n account, plus your own Airtable account. 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. 18 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.
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 18 steps before you point it at anything that matters.