Automation library · Money admin

GPT 4.1-mini proposal to payment lifecycle management

Started by someone submitting a form, and works across Gmail and n8n data table. It hands the judgement calls to OpenAI. 33 steps, 2 branches, 1 loop or waits: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAI

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

The flow

Starts it 2Model 12Logic 6Service 13

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

  1. 1Proposal Request FormForm triggerStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Proposal Output ParserOutput Parser StructuredModel
  4. 4OpenAI Chat Model1Lm Chat Open AiModel
  5. 5Contract Output ParserOutput Parser StructuredModel
  6. 6OpenAI Chat Model2Lm Chat Open AiModel
  7. 7Invoice Output ParserOutput Parser StructuredModel
  8. 8Payment Monitor ScheduleSchedule triggerStarts it
  9. 9OpenAI Chat Model3Lm Chat Open AiModel
  10. 10Forecast Output ParserOutput Parser StructuredModel
  11. 11Workflow ConfigurationSetLogic
  12. 12Generate ProposalAgentModel
  13. 13Generate ContractAgentModel
  14. 14Generate InvoiceAgentModel
  15. 15Get Pending InvoicesData TableService
  16. 16Revenue ForecastingAgentModel
  17. 17Store Proposal RequestData TableService
  18. 18Store Generated ProposalData TableService
  19. 19Store ContractData TableService
  20. 20Store InvoiceData TableService
  21. 21Check Payment StatusCodeLogic
  22. 22Store Revenue ForecastData TableService
  23. 23Send Proposal for ApprovalGmailService
  24. 24Send Invoice to ClientGmailService
  25. 25Check If Payment OverdueIfLogic
  26. 26Prepare Follow-up TaskSetLogic
  27. 27Wait for ApprovalWaitLogic
  28. 28Send Payment ReminderGmailService
  29. 29Create Follow-up TaskHttp RequestService
  30. 30Check Approval StatusIfLogic
  31. 31Update CRMHttp RequestService
  32. 32Notify RejectionGmailService
  33. 33Update Invoice StatusData TableService

How it's built

Starts on
Someone submitting a form
Steps
33, with 2 branches, 1 loop or waits
Size
Large: read it before trusting it with anything live
Connects to
Gmail, n8n data table
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail account, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone submitting a form.

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 33 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 33 steps before you point it at anything that matters.