Chase overdue QuickBooks invoices with Claude, Gmail, Slack and Google Sheets
Ready for 3.0What this workflow does
This AI workflow has 24 nodes and runs on a schedule (cron 0 9 * * 1-5) (plus 1 other trigger). Along the way it connects QuickBooks Online, Google Sheets, Anthropic Chat Model and Gmail and 1 more.
How it runs
Trigger: On a schedule (cron 0 9 * * 1-5) (plus 1 other trigger).
- Settings (Edit Fields (Set)): sets 19 fields: companyName, senderName, signature…
- Sample overdue invoices (Code): runs custom JavaScript code
- Test run? (If): checks a condition and branches into true / false
- Pick reminders (Code): runs custom JavaScript code
- Get overdue invoices (QuickBooks Online): get many (invoice)
- Split by kind (Switch): routes items into 4 branches
- Read reminder log (Google Sheets): uses Google Sheets
- Write the reminder with Claude (Basic LLM Chain): sends a prompt to an LLM, with model: Claude; output parser: Reminder format
- Alert Slack: needs a person (Slack): uses Slack
- Post the daily summary (Slack): uses Slack
…plus 8 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 (14)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - Manual Trigger
n8n-nodes-base.manualTrigger - Code
n8n-nodes-base.code - Edit Fields (Set)
n8n-nodes-base.set - If
n8n-nodes-base.if - QuickBooks Online
n8n-nodes-base.quickbooks - Google Sheets
n8n-nodes-base.googleSheets - Switch
n8n-nodes-base.switch - Basic LLM Chain
@n8n/n8n-nodes-langchain.chainLlm - Anthropic Chat Model
@n8n/n8n-nodes-langchain.lmChatAnthropic - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Gmail
n8n-nodes-base.gmail - No Operation, do nothing
n8n-nodes-base.noOp - Slack
n8n-nodes-base.slack
From the author
Quick overview This workflow runs every weekday to find overdue QuickBooks Online invoices, selects the right reminder stage using Google Sheets logs and a do-not-chase list, drafts or sends Gmail reminders with openings/closings written by Anthropic Claude,…