Automation library · Money admin

Recover overdue invoices with OpenAI and Gmail

Started by a clock, and works across Gmail, Google Sheets and Slack. It hands the judgement calls to OpenAI. 13 steps, 2 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

13 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Model 2Logic 3Service 7

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

  1. 1Daily Invoice CheckSchedule triggerStarts it
  2. 2GPT-4o-mini Language ModelLm Chat Open AiModel
  3. 3Read Overdue InvoicesGoogle SheetsService
  4. 4AI Recovery AgentAgentModel
  5. 5Any Overdue Invoices?IfLogic
  6. 6Parse & Structure AI ResponseCodeLogic
  7. 7Slack: AI Error AlertSlackService
  8. 8Slack: No Invoices Found AlertSlackService
  9. 9Send Recovery Email to ClientGmailService
  10. 10Needs Escalation?IfLogic
  11. 11Update Invoice Status in SheetGoogle SheetsService
  12. 12Send Escalation Alert to Legal TeamGmailService
  13. 13Append Row to Recovery LogGoogle SheetsService

How it's built

Starts on
A clock
Steps
13, with 2 branches
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, Slack
Model
OpenAI

Questions

What does it need to run?

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

What starts it?

It starts on a clock.

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?

Plan an afternoon. 13 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 13 steps before you point it at anything that matters.