Send weekly invoice summaries and overdue alerts from Google Sheets via Gmail and Slack — n8n Workflow

Gemiddeld complexiteit⏰ Gepland7 knooppunten🏷️ Invoice Processingdoor Anwar Bouilouta

Overzicht

Most small businesses track invoices in Google Sheets, but nobody actually looks at the spreadsheet until cash flow gets tight. By then, invoices that should have been chased weeks ago are sitting there unpaid. This workflow gives you an automatic weekly report and alerts you when anything is overdue.

Who is this for

Freelancers, agencies, and small businesses that track invoices in Google Sheets and want a hands-off way to stay on top of what's been paid, what hasn't, and what's late.

How it

Gebruikte knooppunten

Google SheetsSlackGmailCode

Workflow-voorvertoning

Send weekly invoice summary with overdue aler
If you track invoices in a spreadsheet but nobody check
1. Weekly trigger
Fires every Monday at 9 AM. Edit the schedule if you wa
2. Your settings
Sheet ID, recipient email, Slack channel, business name
3. Pull the data
Grabs every row from your invoice spreadsheet.
4. Crunch the numbers
Adds up paid, unpaid, and overdue totals. Builds the em
5. Email report + Slack alert
The full summary gets emailed. If any invoices are over
⚡
E
Every Monday 9 AM
C
Configure Settings
Read All Invoices
Calculate Totals and Fin…
Email Weekly Summary
A
Any Overdue?
Alert Overdue to Slack
7 nodes6 edges

Hoe het werkt

  1. 1

    Trigger

    De workflow start met een gepland-trigger, uitgevoerd op een gedefinieerd schema.

  2. 2

    Verwerking

    Gegevens stromen door 7 knooppunten, connecting code, gmail, googlesheets.

  3. 3

    Uitvoer

    De workflow voltooit zijn automatisering en levert het resultaat aan de geconfigureerde bestemming.

Knooppuntdetails (7)

GO

Google Sheets

googleSheets

#1
SL

Slack

slack

#2
GM

Gmail

gmail

#3
CO

Code

code

#4

Hoe deze workflow te importeren

  1. 1Klik op de knop JSON downloaden rechts om het workflowbestand op te slaan.
  2. 2Open uw n8n-instantie. Ga naar Workflows → Nieuw → Importeren uit bestand.
  3. 3Selecteer het gedownloade bestand send-weekly-invoice-summaries-and-overdue-alerts-from-google-sheets-via-gmail-and-slack en klik op Importeren.
  4. 4Stel inloggegevens in voor elk serviceknooppunt (API-sleutels, OAuth, enz.).
  5. 5Klik op Workflow testen om te controleren of alles werkt, activeer het vervolgens.

Of plak rechtstreeks in n8n → Importeren uit JSON:

{ "name": "Send weekly invoice summaries and overdue alerts from Google Sheets via Gmail and Slack", "nodes": [...], ...}

Integraties

codegmailgooglesheetsifscheduletriggersetslack

Haal deze workflow op

Download en importeer met één klik

JSON downloadenBekijken op n8n.io
Knooppunten7
Complexiteitmedium
Triggerscheduled
CategorieInvoice Processing

Gemaakt door

Anwar Bouilouta

Anwar Bouilouta

@anwar

Tags

codegmailgooglesheetsifscheduletriggersetslack
⚡

Nieuw bij n8n?

n8n is een gratis open-source workflow-automatiseringstool. Host het zelf of gebruik de cloudversie.

n8n gratis ophalen →

Related Invoice Processing Workflows

COCOEMEX+5
medium

Automate Custom QuickBooks Invoice PDFs & Email with n8n

Standard accounting templates often fail to reflect a premium brand identity. This sophisticated n8n workflow bridges the gap between financial record-keeping and professional client presentation. By moving beyond the native limitations of QuickBooks Online, this automation enables businesses to generate high-end, multi-page PDF invoices that align perfectly with their corporate styling. The process begins the moment a new invoice is generated in QuickBooks, triggering a webhook that captures real-time billing data. The workflow then utilizes advanced HTML-to-File conversion and custom Code nodes to structure data into a polished, branded layout. It handles complex logic such as line-item merging and multi-page formatting automatically. Once the document is rendered, the system bypasses generic 'no-reply' senders by routing the finalized PDF through your preferred email provider. This ensures a seamless, white-labeled experience for your clients while eliminating the manual overhead of exporting, styling, and attaching files. Ideal for agencies and service providers, this flow guarantees that your most frequent touchpoint—the bill—is as professional as your work. **Common Use Cases:** - High-end creative agencies requiring bespoke, white-labeled billing documents for premium clients. - Automated recurring subscription billing where custom tax disclosures or localized branding are required. - Service-based businesses needing to attach dynamic project reports or terms of service directly to QuickBooks invoices.

🔗 Webhook·12 nodes