Automation library · Money admin

Invoice overdue reminder system - delivered with Airtable

Started by another system calling it, and works across Airtable, Email and Twilio. 21 steps, 6 branches: large, and worth reading before you trust it with anything live.

Large

21 stepsLarge: read it before trusting it with anything live
6Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 2Logic 11Service 8

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

  1. 1Daily 8AMSchedule triggerStarts it
  2. 2WebhookWebhookStarts it
  3. 3Fetch Overdue InvoicesAirtableService
  4. 4Has Invoices?IfLogic
  5. 5Calculate OverdueCodeLogic
  6. 6Should Send?IfLogic
  7. 7Needs Payment Link?IfLogic
  8. 8Create Stripe LinkHttp RequestService
  9. 9Merge LinkSetLogic
  10. 10Save Stripe LinkAirtableService
  11. 11Send Email?IfLogic
  12. 12Build Email TemplateCodeLogic
  13. 13Send EmailEmail SendService
  14. 14Send SMS?IfLogic
  15. 15Build SMSCodeLogic
  16. 16Merge ResultsMergeLogic
  17. 17Send SMSTwilioService
  18. 18Update Invoice RecordAirtableService
  19. 19Needs Escalation?IfLogic
  20. 20Log ReminderAirtableService
  21. 21Slack EscalationHttp RequestService

How it's built

Starts on
Another system calling it
Steps
21, with 6 branches
Size
Large: read it before trusting it with anything live
Connects to
Airtable, Email, Twilio
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Airtable, Email and Twilio accounts. 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?

Take your time. At 21 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 21 steps before you point it at anything that matters.