Automation library · Money admin

Invoice creator with Google Sheets

Started by a clock, and works across Email and Google Sheets. 17 steps, 1 branch: a working afternoon to understand properly.

Medium

17 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 2Logic 5Service 10

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

  1. 1Monthly Invoice TriggerCronStarts it
  2. 2Daily Payment Reminder CheckCronStarts it
  3. 3Get Clients for InvoicingGoogle SheetsService
  4. 4Get Overdue InvoicesGoogle SheetsService
  5. 5Filter Active ClientsCodeLogic
  6. 6Filter Overdue InvoicesCodeLogic
  7. 7Generate Invoice DataCodeLogic
  8. 8Calculate Reminder TypeCodeLogic
  9. 9Save Invoice to Google SheetsGoogle SheetsService
  10. 10Switch Reminder TypeSwitchLogic
  11. 11Send Invoice EmailEmail SendService
  12. 12Send Gentle ReminderEmail SendService
  13. 13Send Follow-up ReminderEmail SendService
  14. 14Send Urgent ReminderEmail SendService
  15. 15Send Final NoticeEmail SendService
  16. 16Log Invoice CreationGoogle SheetsService
  17. 17Update Reminder LogGoogle SheetsService

How it's built

Starts on
A clock
Steps
17, with 1 branch
Size
Medium: a working afternoon
Connects to
Email, Google Sheets
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Email and Google Sheets 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. 17 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 17 steps before you point it at anything that matters.