Recover overdue invoices with GPT-4o-mini, Gmail, Google Sheets and Slack
Ready for 3.0What this workflow does
This AI workflow has 13 nodes and runs on a schedule (every 24 hours). Along the way it connects Gmail, Google Sheets, OpenAI Chat Model and Slack.
How it runs
Trigger: On a schedule (every 24 hours).
- Read Overdue Invoices (Google Sheets): uses Google Sheets
- Any Overdue Invoices? (If): checks a condition and branches into true / false
- AI Recovery Agent (AI Agent): runs an AI agent, with model: GPT-4o-mini Language Model
- Slack: uses Slack
- Parse & Structure AI Response (Code): runs custom JavaScript code
- Slack: uses Slack
- Send Recovery Email to Client (Gmail): uses Gmail
- Needs Escalation? (If): checks a condition and branches into true / false
- Update Invoice Status in Sheet (Google Sheets): update
- Send Escalation Alert to Legal Team (Gmail): uses Gmail
…plus 1 more step. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (8)
- AI Agent
@n8n/n8n-nodes-langchain.agent - Gmail
n8n-nodes-base.gmail - Schedule Trigger
n8n-nodes-base.scheduleTrigger - Google Sheets
n8n-nodes-base.googleSheets - If
n8n-nodes-base.if - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Code
n8n-nodes-base.code - Slack
n8n-nodes-base.slack
From the author
Quick overview This workflow runs every 24 hours to read overdue invoices from Google Sheets, uses OpenAI (GPT-4o-mini) to draft personalized recovery emails and determine escalation, sends emails via Gmail, logs outcomes back to Google Sheets, and posts…