Automation library · Money admin

Send tiered payment reminders for overdue Odoo invoices

Started by a clock, and works across Gmail and Slack. 18 steps, 1 branch: a working afternoon to understand properly.

Medium

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

The flow

Starts it 1Logic 7Service 10

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

  1. 1Weekly Schedule (Mon 9am)Schedule triggerStarts it
  2. 2Odoo: Search Overdue InvoicesOdooService
  3. 3Compute Days OverdueSetLogic
  4. 4Alert Ops - Odoo Fetch FailedGmailService
  5. 5Aggregate All Overdue InvoicesAggregateLogic
  6. 6Route by Escalation TierSwitchLogic
  7. 7Build HTML DigestSetLogic
  8. 8Odoo: Get Contact (Tier 1)OdooService
  9. 9Odoo: Get Contact (Tier 2)OdooService
  10. 10Alert Account Manager (30+ Days)SlackService
  11. 11Odoo: Log Escalation ActivityOdooService
  12. 12Under 7 Days - No EscalationNo OpLogic
  13. 13Send Weekly Digest EmailGmailService
  14. 14Post Digest to Finance ChannelSlackService
  15. 15Send Reminder - 7+ DaysGmailService
  16. 16Log Odoo Lookup/Write FailuresNo OpLogic
  17. 17Send Firm Reminder - 14+ DaysGmailService
  18. 18Log Notification Send FailuresNo OpLogic

How it's built

Starts on
A clock
Steps
18, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, Slack
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail and Slack 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. 18 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 18 steps before you point it at anything that matters.