Send invoice follow-ups, escalations, and weekly digests with Google Sheets and Gmail
Ready for 3.0What this workflow does
This workflow has 14 nodes and runs on a schedule (every day at 09:00) (plus 1 other trigger). Along the way it connects Google Sheets and Gmail.
How it runs
Trigger: On a schedule (every day at 09:00) (plus 1 other trigger).
- Read Unpaid Invoices (Google Sheets): uses Google Sheets
- Read Open Invoices (Google Sheets): uses Google Sheets
- Prepare Invoice Follow Ups (Code): runs custom JavaScript code
- Create Receivables Summary (Code): runs custom JavaScript code
- Invoices Need Action? (If): checks a condition and branches into true / false
- Has Open Invoices? (If): checks a condition and branches into true / false
- Send Customer Reminder (Gmail): uses Gmail
- Email Weekly Payment Digest (Gmail): uses Gmail
- Log Reminder In Sheets (Google Sheets): append
- Needs Finance Escalation? (If): checks a condition and branches into true / false
…plus 2 more steps. 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 (5)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - Google Sheets
n8n-nodes-base.googleSheets - Code
n8n-nodes-base.code - If
n8n-nodes-base.if - Gmail
n8n-nodes-base.gmail
From the author
Quick overview Automate invoice follow-ups for freelancers, agencies, and small finance teams. This workflow scans unpaid invoices, sends due-soon and overdue reminders, logs every follow-up in Google Sheets, escalates high-risk overdue invoices, and emails a…