Use Cases
- Automate the sending of invoices to clients from an Invoice sheet
- Reduce manual errors in the invoicing process
- Enhance cash flow management by ensuring timely invoice delivery
- Streamline financial operations for small to medium-sized businesses
How It Works
Trigger the workflow with an incoming HTTP request Fetch data from the Invoice sheet using a GET request Send the fetched invoice data to the specified email address using a POST request Handle any errors by sending notifications to a designated Slack channel
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the webhook trigger with the desired endpoint
- 3Set the URL for fetching data from the Invoice sheet
- 4Specify the email recipient and message format in the email node
- 5Test the workflow to ensure proper functionality
Apps Used
Google Sheets
Slack
Categories
Target Roles
Industries
Tags
#email automation
#workflow management
#process automation