# Send invoice follow-ups, escalations, and weekly digests: n8n workflow

> Started by a clock, and works across Gmail and Google Sheets. 14 steps, 3 branches: a working afternoon to understand properly.

Source: https://millionrounds.com/workflow/send-invoice-follow-ups-escalations-and-weekly-digests (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Money admin](https://millionrounds.com/workflows?category=Money+admin#library)

# Send invoice follow-ups, escalations, and weekly digests

Started by a clock, and works across Gmail and Google Sheets. 14 steps, 3 branches: a working afternoon to understand properly.

Medium

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsend-invoice-follow-ups-escalations-and-weekly-digests)

**14 steps** Medium: a working afternoon

**3** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 2 Logic 5 Service 7

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

- 1 **When Time is 9am Daily** Schedule trigger *Starts it*
- 2 **When Time is Monday 9am** Schedule trigger *Starts it*
- 3 **Read Unpaid Invoices** Google Sheets *Service*
- 4 **Read Open Invoices** Google Sheets *Service*
- 5 **Prepare Invoice Follow Ups** Code *Logic*
- 6 **Create Receivables Summary** Code *Logic*
- 7 **Invoices Need Action?** If *Logic*
- 8 **Has Open Invoices?** If *Logic*
- 9 **Send Customer Reminder** Gmail *Service*
- 10 **Email Weekly Payment Digest** Gmail *Service*
- 11 **Log Reminder In Sheets** Google Sheets *Service*
- 12 **Needs Finance Escalation?** If *Logic*
- 13 **Create Escalation Entry** Google Sheets *Service*
- 14 **Email Finance Owner** Gmail *Service*

## How it's built

- **Starts on:** A clock
- **Steps:** 14, with 3 branches
- **Size:** Medium: a working afternoon
- **Connects to:** Gmail, Google Sheets
- **Model:** None. This is plumbing, not judgement

## Questions

What does it need to run?

An n8n account, plus your own Gmail 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. 14 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 14 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsend-invoice-follow-ups-escalations-and-weekly-digests)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)

## Workflows like it

Also money admin, with the same services where possible, closest in size first.

- [**Automated multi-tier expense approval & reimbursement** 14 steps · Gmail, Google Sheets](https://millionrounds.com/workflow/automated-multi-tier-expense-approval-and-reimbursement)
- [**Block duplicate vendor invoice payments with Google Sheets** 14 steps · Gmail, Google Sheets](https://millionrounds.com/workflow/block-duplicate-vendor-invoice-payments-with-google-sheets)
- [**Automate monthly payroll tax compliance with OpenAI** 14 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/automate-monthly-payroll-tax-compliance-with-openai)
- [**Automate tax deduction processing with OpenAI and Gmail** 14 steps · calls a model · Gmail](https://millionrounds.com/workflow/automate-tax-deduction-processing-with-openai-and-gmail)
- [**Automated PDF invoice processing & approval flow with OpenAI** 14 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/automated-pdf-invoice-processing-and-approval-flow-with-open)
- [**Automated invoice-PO matching with Gemini** 14 steps · calls a model · Google Drive, Google Sheets](https://millionrounds.com/workflow/automated-invoice-po-matching-with-gemini)