Automation library · Money admin

Send quote PDFs from form submissions with Acrewity and Gmail

Started by someone submitting a form, and works across Gmail. 8 steps, 1 loop or waits: small enough to read in one sitting and change without fear.

Small

8 stepsSmall: readable in one sitting
0Branches: places the flow splits
1Loop or waits
1Service it connects to

The flow

Starts it 1Logic 3Service 4

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

  1. 1When Quote Form SubmittedForm triggerStarts it
  2. 2Set Configuration ParametersSetLogic
  3. 3Create Quote HTMLCodeLogic
  4. 4Generate PDF from QuoteAcrewityService
  5. 5Convert PDF to File FormatConvert To FileService
  6. 6Send Quote via EmailGmailService
  7. 7Wait for Follow-up PeriodWaitLogic
  8. 8Send Follow-up EmailGmailService

How it's built

Starts on
Someone submitting a form
Steps
8, 1 loop or waits
Size
Small: readable in one sitting
Connects to
Gmail
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail account. 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?

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?

Not long. At 8 steps it can be read in one sitting and changed without fear.

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 8 steps before you point it at anything that matters.