Automate daily payment reminders and approvals with Google Sheets and Gmail
Ready for 3.0What this workflow does
This workflow has 26 nodes and runs on a schedule (cron 0 9 * * 1-5) (plus 2 other triggers). Along the way it connects Google Sheets and Gmail.
How it runs
Trigger: On a schedule (cron 0 9 * * 1-5) (plus 2 other triggers).
- Read Invoice Register (Google Sheets): uses Google Sheets
- Read Reminder Audit Log (Google Sheets): uses Google Sheets
- Read Approval Queue (Google Sheets): uses Google Sheets
- Format Failure Record (Code): runs custom JavaScript code
- Recheck Latest Payment Data (Google Sheets): uses Google Sheets
- Combine Reporting Inputs (Merge): merges the data from its input branches
- Log Workflow Failure (Google Sheets): append
- Reconcile and Score Risk (Code): runs custom JavaScript code
- Compile Daily Finance Summary (Code): runs custom JavaScript code
- Alert Finance on Failure (Gmail): uses Gmail
…plus 13 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 (7)
- 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 - Merge
n8n-nodes-base.merge - Error Trigger
n8n-nodes-base.errorTrigger
From the author
Quick overview This workflow checks a Google Sheets invoice register every weekday at 9:00 AM, emails Gmail payment reminders for overdue unpaid invoices, and appends each reminder to a Google Sheets log for auditing. How it works 1. Runs every weekday at…