Automation library · Money admin

Smart invoice follow-up automation (n8n) with OpenAI

Started by a clock, and works across Email, Google Sheets and Telegram. It hands the judgement calls to OpenAI. 12 steps, 3 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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

The flow

Starts it 1Model 2Logic 5Service 4

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

  1. 1OpenAI Chat ModelLm Chat Open AiModel
  2. 2Daily ScheduleSchedule triggerStarts it
  3. 3AI Reminder GeneratorAgentModel
  4. 4Workflow ConfigurationSetLogic
  5. 5Route by SeveritySwitchLogic
  6. 6Read InvoicesGoogle SheetsService
  7. 7Send EmailEmail SendService
  8. 8Send WhatsAppTelegramService
  9. 9Only UnpaidIfLogic
  10. 10Update SheetGoogle SheetsService
  11. 11Calculate Overdue DaysCodeLogic
  12. 12Escalation LogicIfLogic

How it's built

Starts on
A clock
Steps
12, with 3 branches
Size
Medium: a working afternoon
Connects to
Email, Google Sheets, Telegram
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Email, Google Sheets and Telegram 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. 12 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 12 steps before you point it at anything that matters.