Use Cases
- Automatically generate invoices from email communications.
- Notify team members via Slack about new billing requests.
- Utilize AI to extract and process billing information efficiently.
- Integrate multiple platforms for seamless financial operations.
How It Works
Monitor incoming emails for billing-related messages. Extract relevant billing details using a set node. Notify team members through Slack about the new invoice request. Use OpenAI to generate an invoice prompt based on extracted details. Send the generated invoice to Xero for processing.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure the Gmail trigger to monitor the appropriate inbox.
- 3Set up the Slack node with the desired channel for notifications.
- 4Configure the OpenAI node with the appropriate model and prompt.
- 5Connect the Xero node to create invoices based on the generated data.
Apps Used
Gmail
Slack
OpenAI
Xero
Categories
Target Roles
Industries
Tags
#ai content generation
#email automation
#workflow management