Use Cases
- Automate invoice generation for small businesses
- Streamline billing processes for freelancers
- Enhance efficiency in financial operations
- Reduce manual errors in invoicing
- Improve customer communication with automated emails
How It Works
User fills out a form with invoice details Form submission triggers a request to JSReport JSReport generates a PDF invoice based on the input data Generated PDF is sent via Gmail to the specified recipient
Setup Steps
- 1Import the workflow template into your n8n instance
- 2Configure the form fields for invoice details
- 3Set up your JSReport credentials for document generation
- 4Connect your Gmail account for sending invoices
- 5Test the workflow by submitting the form and checking email delivery
Apps Used
JSReport
Gmail
Categories
Target Roles
Tags
#document automation
#email automation
#workflow management