diff --git a/Google_Drive_and_Google_Sheets/Invoice Reminder Workflow - Google Sheets to Email.json b/Google_Drive_and_Google_Sheets/Invoice Reminder Workflow - Google Sheets to Email.json new file mode 100644 index 0000000..96c6e52 --- /dev/null +++ b/Google_Drive_and_Google_Sheets/Invoice Reminder Workflow - Google Sheets to Email.json @@ -0,0 +1,169 @@ +{ + "name": "Free Invoice Reminder Workflow \u2014 Google Sheets to Email", + "nodes": [ + { + "parameters": {}, + "id": "manual-trigger", + "name": "Manual Trigger", + "type": "n8n-nodes-base.manualTrigger", + "typeVersion": 1, + "position": [ + -520, + 0 + ] + }, + { + "parameters": { + "content": "Free sample workflow by Cleo. Replace the Google Sheets document, recipient fields, and email copy before activating. The paid n8n Business Automation Workflow Pack includes 10 more operations workflows." + }, + "id": "setup-note", + "name": "Setup notes", + "type": "n8n-nodes-base.stickyNote", + "typeVersion": 1, + "position": [ + -520, + -240 + ] + }, + { + "parameters": { + "operation": "read", + "documentId": "YOUR_GOOGLE_SHEET_ID", + "sheetName": "Invoices", + "range": "A:E" + }, + "id": "read-invoices", + "name": "Read invoice tracker", + "type": "n8n-nodes-base.googleSheets", + "typeVersion": 4, + "position": [ + -280, + 0 + ] + }, + { + "parameters": { + "conditions": { + "dateTime": [ + { + "value1": "={{$json.due_date}}", + "operation": "before", + "value2": "={{$now.plus({days: 3})}}" + } + ], + "string": [ + { + "value1": "={{$json.status}}", + "operation": "notEqual", + "value2": "Paid" + } + ] + }, + "combineOperation": "all" + }, + "id": "needs-reminder", + "name": "Due soon and unpaid?", + "type": "n8n-nodes-base.if", + "typeVersion": 1, + "position": [ + -40, + 0 + ] + }, + { + "parameters": { + "fromEmail": "billing@yourcompany.com", + "toEmail": "={{$json.client_email}}", + "subject": "Friendly reminder: invoice {{$json.invoice_number}} is due soon", + "text": "Hi {{$json.client_name}},\n\nQuick reminder that invoice {{$json.invoice_number}} for {{$json.amount}} is due on {{$json.due_date}}.\n\nPayment link: {{$json.payment_link}}\n\nThanks!" + }, + "id": "send-reminder", + "name": "Send reminder email", + "type": "n8n-nodes-base.emailSend", + "typeVersion": 2, + "position": [ + 220, + -80 + ] + }, + { + "parameters": { + "operation": "update", + "documentId": "YOUR_GOOGLE_SHEET_ID", + "sheetName": "Invoices", + "columns": { + "mappingMode": "defineBelow", + "value": { + "last_reminder_sent": "={{$now.toISO()}}" + } + } + }, + "id": "mark-reminded", + "name": "Mark reminder sent", + "type": "n8n-nodes-base.googleSheets", + "typeVersion": 4, + "position": [ + 460, + -80 + ] + } + ], + "connections": { + "Manual Trigger": { + "main": [ + [ + { + "node": "Read invoice tracker", + "type": "main", + "index": 0 + } + ] + ] + }, + "Read invoice tracker": { + "main": [ + [ + { + "node": "Due soon and unpaid?", + "type": "main", + "index": 0 + } + ] + ] + }, + "Due soon and unpaid?": { + "main": [ + [ + { + "node": "Send reminder email", + "type": "main", + "index": 0 + } + ], + [] + ] + }, + "Send reminder email": { + "main": [ + [ + { + "node": "Mark reminder sent", + "type": "main", + "index": 0 + } + ] + ] + } + }, + "pinData": {}, + "settings": { + "executionOrder": "v1" + }, + "staticData": null, + "tags": [ + "invoice", + "reminder", + "small-business", + "free-template" + ] +} \ No newline at end of file diff --git a/README.md b/README.md index 1d407a3..c1a9e7e 100644 --- a/README.md +++ b/README.md @@ -175,6 +175,7 @@ Browse 13 Google Drive and Google Sheets automation templates for n8n. Includes | Qualify new leads in Google Sheets via OpenAI's GPT-4 | Uses OpenAI's GPT-4 to analyze and qualify new leads entered into a Google Sheet, helping sales teams prioritize their outreach. | Sales | [Link to Template](Google_Drive_and_Google_Sheets/Qualify%20new%20leads%20in%20Google%20Sheets%20via%20OpenAI_s%20GPT-4.json) | | Screen Applicants With AI, notify HR and save them in a Google Sheet | Automates the screening of job applicants using AI, notifies HR of qualified candidates, and saves applicant data into a Google Sheet. | HR | [Link to Template](Google_Drive_and_Google_Sheets/Screen%20Applicants%20With%20AI,%20notify%20HR%20and%20save%20them%20in%20a%20Google%20Sheet.json) | | Summarize Google Sheets form feedback via OpenAI's GPT-4 | Summarizes feedback collected through Google Forms and stored in Google Sheets using OpenAI's GPT-4, providing quick insights from survey responses. | Marketing | [Link to Template](Google_Drive_and_Google_Sheets/Summarize%20Google%20Sheets%20form%20feedback%20via%20OpenAI_s%20GPT-4.json) | +| Invoice Reminder Workflow - Google Sheets to Email | Checks a Google Sheets invoice tracker, filters due or overdue invoices, drafts reminder emails, and marks reminders as sent. Lightweight operations workflow for freelancers and small businesses. | Ops/Finance | [Link to Template](Google_Drive_and_Google_Sheets/Invoice%20Reminder%20Workflow%20-%20Google%20Sheets%20to%20Email.json) | > 🚀 **Automate any workflow.** [Create your free n8n account and start building →](https://n8n.partnerlinks.io/h1pwwf5m4toe)