Invoice Payment Reminders

Inside this workflow

Overview

**What it automates:** Daily check → fetch unpaid invoices → OpenAI categorizes by age (0-10 fresh, 11-30 soft, 30+ hard) → sends reminders with appropriate tone → logs in Google Sheets for DSO tracking. **Business outcome:** Late payments are invisible tax on cash flow. Smart reminders (personalized tone, payment history context) increase on-time payment by 25%, recovering thousands yearly. **Apps & nodes:** Schedule (daily), accounting API (Stripe, QB, FreshBooks), OpenAI (tone), Gmail (reminders), Google Sheets (DSO dashboard), Slack (alerts) **Setup (5 steps):** 1. Connect accounting platform 2. Add OpenAI API key 3. Customize reminder templates per age/status 4. Link Google Sheets for DSO tracking 5. Connect Slack for aging alerts **Difficulty:** Intermediate (20 min setup) | **Credentials:** Accounting API, OpenAI, Gmail, Google Sheets, Slack

What's included

Quickstart

1. 01

   Download the JSON

   With an active Library Pass, download the workflow file right from this page or your dashboard.

2. 02

   Import into n8n

   Choose Import from File and select the downloaded JSON. The full agent graph appears, ready to configure.

3. 03

   Plug in credentials

   Each integration node prompts for credentials on first run. The setup guide lists every credential the agent expects.

4. 04

   Activate and test

   Run once with sample input, confirm the expected output, then flip the activate toggle.

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