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

Średnia złożoność⏰ Zaplanowany7 węzłów🏷️ Invoice Processingautor: Anwar Bouilouta

Przegląd

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

Użyte węzły

Google SheetsSlackGmailCode

Podgląd workflow

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

Jak to działa

  1. 1

    Wyzwalacz

    Workflow uruchamia się wyzwalaczem zaplanowany, działając według zdefiniowanego harmonogramu.

  2. 2

    Przetwarzanie

    Dane przepływają przez 7 węzłów, connecting code, gmail, googlesheets.

  3. 3

    Wyjście

    Workflow kończy automatyzację i dostarcza wynik do skonfigurowanego miejsca docelowego.

Szczegóły węzłów (7)

GO

Google Sheets

googleSheets

#1
SL

Slack

slack

#2
GM

Gmail

gmail

#3
CO

Code

code

#4

Jak zaimportować ten workflow

  1. 1Kliknij przycisk Pobierz JSON po prawej stronie, aby zapisać plik workflow.
  2. 2Otwórz swoją instancję n8n. Przejdź do Workflow → Nowy → Importuj z pliku.
  3. 3Wybierz pobrany plik send-weekly-invoice-summaries-and-overdue-alerts-from-google-sheets-via-gmail-and-slack i kliknij Importuj.
  4. 4Skonfiguruj dane uwierzytelniające dla każdego węzła usługi (klucze API, OAuth itp.).
  5. 5Kliknij Testuj workflow, aby sprawdzić, czy wszystko działa, a następnie aktywuj go.

Lub wklej bezpośrednio w n8n → Importuj z JSON:

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

Integracje

codegmailgooglesheetsifscheduletriggersetslack

Pobierz ten workflow

Pobierz i zaimportuj jednym kliknięciem

Pobierz JSONZobacz na n8n.io
Węzły7
Złożonośćmedium
Wyzwalaczscheduled
KategoriaInvoice Processing

Autor

Anwar Bouilouta

Anwar Bouilouta

@anwar

Tagi

codegmailgooglesheetsifscheduletriggersetslack
⚡

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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