Use Cases
- Automate weekly project updates for clients
- Generate invoices based on tracked hours
- Enhance client communication with concise updates
- Streamline financial processes for project management
How It Works
Triggers every Friday at 08:00 UTC Fetches active project data from the project management tool Retrieves weekly hours from the time tracking application Uses AI to compose client-friendly project updates Wraps the updates for PDF generation Creates invoices based on the recorded hours Sends an email to clients with updates and invoice links
Setup Steps
- 1Import the workflow template into n8n
- 2Configure authentication credentials for each app
- 3Set up the email settings for client communication
- 4Test the workflow to ensure proper functionality
Apps Used
Time Tracking
OpenAI
PDF Service
Categories
Target Roles
Tags
#document automation
#workflow management
#email automation