{
  "workflow": {
    "id": 6192,
    "name": "Automated invoice follow-ups with smart response tones via Google Sheets & email",
    "views": 444,
    "recentViews": 0,
    "totalViews": 444,
    "createdAt": "2025-07-20T06:56:27.857Z",
    "description": "🔍 How It Works\nThis AI Agent checks your invoice database (Google Sheets) daily and looks for unpaid invoices that are past their due date. It calculates how many days each invoice is overdue (Days Past Due / DPD), then automatically crafts a follow-up message with an appropriate tone:\n\n- 1–7 days overdue: Friendly reminder\n- 8–14 days overdue: Slightly firm nudge\n- 15+ days overdue: Final warning tone\n\n\nAfter generating the message, it sends the follow-up via email to the client and logs the interaction. You can extend this to send WhatsApp messages, Slack alerts, or update a CRM.\n\n⚙️ Set Up Steps\n- Connect Google Sheets : Replace YOUR_SHEET_ID in the workflow with the actual Sheet ID\n- Make sure your sheet has these columns: client_name, email, invoice_number, due_date, status\n- Adjust Cron Trigger\n- By default, it runs daily — you can change the frequency in the “Daily Trigger” node.\n- Configure Email Node\n- Set your email sender (Gmail, SMTP, or Mailgun) in the “Send Email” node.\n- Customize Messages (Optional)\n- Modify tone and content in the “Generate Message” node based on your brand style.\n- Run & Monitor\n- Activate the workflow\n- Monitor activity in Google Sheets or add a logging step (Notion, Slack, etc.)",
    "workflow": {
      "id": "RdYMo0ozk6r4oyLm",
      "meta": {
        "instanceId": "a287613f1596da776459594685fbf4e2b4a12124f80ab8c8772f5e37bff103ae",
        "templateCredsSetupCompleted": true
      },
      "name": "Invoice Follow Up Agent",
      "tags": [],
      "nodes": [
        {
          "id": "bf973089-06fa-4da5-a823-9cc6e0823387",
          "name": "Daily Trigger",
          "type": "n8n-nodes-base.cron",
          "position": [
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            80
          ],
          "parameters": {
            "triggerTimes": {
              "item": [
                {
                  "hour": 6
                }
              ]
            }
          },
          "typeVersion": 1
        },
        {
          "id": "8c35f2a2-8bb3-4608-b95d-ffa8292fa813",
          "name": "Load Invoices",
          "type": "n8n-nodes-base.googleSheets",
          "position": [
            -780,
            80
          ],
          "parameters": {
            "range": "Invoices!A1:G1000",
            "options": {},
            "sheetId": "YOUR_SHEET_ID",
            "operation": "lookup",
            "authentication": "oAuth2"
          },
          "credentials": {
            "googleSheetsOAuth2Api": {
              "id": "credential-id",
              "name": "googleSheetsOAuth2Api Credential"
            }
          },
          "typeVersion": 1
        },
        {
          "id": "0874c817-026c-4d88-80e8-e92aa2b51bca",
          "name": "Filter Overdue Invoices",
          "type": "n8n-nodes-base.function",
          "position": [
            -580,
            80
          ],
          "parameters": {
            "functionCode": "\nreturn items.filter(item => {\n  const dueDate = new Date(item.json.due_date);\n  const today = new Date();\n  return item.json.status.toLowerCase() === \"unpaid\" && dueDate < today;\n});\n"
          },
          "typeVersion": 1
        },
        {
          "id": "b296c45e-755c-436f-9791-c2015e7ed0e6",
          "name": "Calculate DPD",
          "type": "n8n-nodes-base.function",
          "position": [
            -380,
            80
          ],
          "parameters": {
            "functionCode": "\nreturn items.map(item => {\n  const dueDate = new Date(item.json.due_date);\n  const today = new Date();\n  const dpd = Math.floor((today - dueDate) / (1000 * 60 * 60 * 24));\n  item.json.dpd = dpd;\n  return item;\n});\n"
          },
          "typeVersion": 1
        },
        {
          "id": "303f0f3b-6fd4-4546-83ba-20158ceb0a8a",
          "name": "Generate Message",
          "type": "n8n-nodes-base.function",
          "position": [
            -180,
            80
          ],
          "parameters": {
            "functionCode": "\nreturn items.map(item => {\n  const dpd = item.json.dpd;\n  let tone = \"\";\n  if (dpd <= 7) {\n    tone = `Hi ${item.json.client_name}, just a quick reminder about your invoice #${item.json.invoice_number} due on ${item.json.due_date}. Let us know if you need anything!`;\n  } else if (dpd <= 14) {\n    tone = `Hi ${item.json.client_name}, your invoice #${item.json.invoice_number} is now ${dpd} days overdue. Please arrange the payment soon.`;\n  } else {\n    tone = `Final Reminder: Invoice #${item.json.invoice_number} is ${dpd} days overdue. Immediate payment is required to avoid further action.`;\n  }\n  item.json.message = tone;\n  return item;\n});\n"
          },
          "typeVersion": 1
        },
        {
          "id": "d636929c-5cc3-4eeb-87cf-c417ee5bc439",
          "name": "Send Email",
          "type": "n8n-nodes-base.emailSend",
          "position": [
            20,
            80
          ],
          "parameters": {
            "text": "={{$json.message}}",
            "options": {},
            "subject": "Invoice Reminder"
          },
          "typeVersion": 1
        },
        {
          "id": "22c96891-4f97-42f4-94fc-670639fde6e2",
          "name": "Sticky Note",
          "type": "n8n-nodes-base.stickyNote",
          "position": [
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            20
          ],
          "parameters": {
            "color": 3,
            "width": 1300,
            "height": 240,
            "content": "## Flow\n"
          },
          "typeVersion": 1
        },
        {
          "id": "ec179bef-03c4-4a02-8f80-97eb4c6290b5",
          "name": "Sticky Note1",
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          "position": [
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          "parameters": {
            "color": 4,
            "width": 960,
            "height": 900,
            "content": "# AI Invoice & Payment Follow-Up Agent\n\n## 🧨 Problem\nFreelancers, agencies, and businesses often deal with late payments from clients. Manually tracking unpaid invoices, calculating how overdue they are, and following up takes time and often leads to inconsistent communication or missed revenue.\n\n## ✅ Solution\nThis AI Agent automates the entire invoice follow-up process. It scans unpaid invoices daily, calculates how many days they are overdue (Days Past Due / DPD), and sends personalized reminder emails with different tones depending on how long the invoice has been unpaid.\n\n## 👤 This AI Agent Is For:\n- Freelancers and consultants\n- Digital agencies\n- Finance and billing teams\n- Subscription-based services\n- Anyone managing invoice collections\n\n## 📦 Scope\n- Daily scan of unpaid invoices (via Google Sheets)\n- Filters invoices that are overdue\n- Calculates Days Past Due (DPD)\n- Generates personalized reminder messages with varying tone based on DPD\n- Sends follow-up via Email (can be extended to WhatsApp or Slack)\n- Logs all follow-ups for accountability\n\n## ⚙️ How to Set Up\n1. Replace `YOUR_SHEET_ID` with your actual Google Sheet ID that contains invoice data (columns like `client_name`, `email`, `due_date`, `invoice_number`, `status`)\n2. Customize the reminder messages if needed (in the “Generate Message” node)\n3. Set your email credentials in the Email node (SMTP or Gmail)\n4. Optionally connect to WhatsApp API, Notion, or Slack for multichannel reminders\n5. Activate the Cron Trigger to run daily\n\n> Optional: Expand the workflow with penalty logic, automated PDF resend, or Google Calendar reminders for internal finance tracking.\n\n"
          },
          "typeVersion": 1
        }
      ],
      "active": false,
      "pinData": {},
      "settings": {
        "executionOrder": "v1"
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      "versionId": "47470742-6e89-46dd-a951-a7a3c9c6b7da",
      "connections": {
        "Calculate DPD": {
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                "node": "Generate Message",
                "type": "main",
                "index": 0
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        },
        "Daily Trigger": {
          "main": [
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                "node": "Load Invoices",
                "type": "main",
                "index": 0
              }
            ]
          ]
        },
        "Load Invoices": {
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            [
              {
                "node": "Filter Overdue Invoices",
                "type": "main",
                "index": 0
              }
            ]
          ]
        },
        "Generate Message": {
          "main": [
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              {
                "node": "Send Email",
                "type": "main",
                "index": 0
              }
            ]
          ]
        },
        "Filter Overdue Invoices": {
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            [
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                "node": "Calculate DPD",
                "type": "main",
                "index": 0
              }
            ]
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    },
    "lastUpdatedBy": 29,
    "workflowInfo": {
      "nodeCount": 8,
      "nodeTypes": {
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        "n8n-nodes-base.function": {
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        "n8n-nodes-base.stickyNote": {
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        },
        "n8n-nodes-base.googleSheets": {
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      }
    },
    "status": "published",
    "user": {
      "name": "Marth",
      "username": "marth",
      "bio": "Simplifying Business with Smart Automation. I create and share user-friendly, highly efficient n8n workflow templates for SMEs, focusing on digital marketing, sales, and operational excellence. Get ready to automate, innovate, and elevate your business.\n\nConnect me on Linkedin for custom solutions.",
      "verified": true,
      "links": [
        "https://www.linkedin.com/in/bhetamaranatha"
      ],
      "avatar": "https://gravatar.com/avatar/b171aefe1210cde17102cd98e0b287ee9ea093abef7da61644ae1d0a6c506894?r=pg&d=retro&size=200"
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              "Scheduler",
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              "Cron",
              "Interval"
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            "details": "The Cron node uses Cron under the hood - a time-based job scheduler in Unix-like computer operating systems. Use this node when you want to trigger workflows periodically, especially in more complex scenarios like \"every Tuesday at 9 am\" or \"Weekdays\".",
            "resources": {
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                  "icon": "🎯",
                  "label": "2021 Goals: Level Up Your Vocabulary With Vonage and n8n"
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                {
                  "url": "https://n8n.io/blog/love-at-first-sight-ricardos-n8n-journey/",
                  "icon": "❤️",
                  "label": "Love at first sight: Ricardo’s n8n journey"
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                {
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                {
                  "url": "https://n8n.io/blog/why-business-process-automation-with-n8n-can-change-your-daily-life/",
                  "icon": "🧬",
                  "label": "Why business process automation with n8n can change your daily life"
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                {
                  "url": "https://n8n.io/blog/why-i-chose-n8n-over-zapier-in-2020/",
                  "icon": "😍",
                  "label": "Why I chose n8n over Zapier in 2020"
                },
                {
                  "url": "https://n8n.io/blog/how-to-host-virtual-coffee-breaks-with-n8n/",
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                },
                {
                  "url": "https://n8n.io/blog/how-to-sync-data-between-two-systems/",
                  "icon": "🏬",
                  "label": "How to synchronize data between two systems (one-way vs. two-way sync"
                },
                {
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                {
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                {
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                  "url": "https://n8n.io/blog/how-goomer-automated-their-operations-with-over-200-n8n-workflows/",
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            "categories": [
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            "subcategories": {
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          "color": "#29a568"
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            "subcategories": {
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          "color": "#00bb88"
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              "Custom Code",
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            "details": "The Function node allows you to execute JavaScript in your workflow. Unlike the Function Item node, this node does not operate on incoming node data per-item. Instead, you must iterate over multiple items of incoming data yourself. This can be useful if you're performing data transformation where you want to manipulate the number of items being outputted by the node (i.e. 1 item is inputted in with nested object, 10 items are outputted without any nested objects)",
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                  "url": "https://n8n.io/blog/learn-to-automate-your-factorys-incident-reporting-a-step-by-step-guide/",
                  "icon": "🏭",
                  "label": "Learn to Automate Your Factory's Incident Reporting: A Step by Step Guide"
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                  "url": "https://n8n.io/blog/2021-the-year-to-automate-the-new-you-with-n8n/",
                  "icon": "☀️",
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                  "url": "https://n8n.io/blog/why-business-process-automation-with-n8n-can-change-your-daily-life/",
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                {
                  "url": "https://n8n.io/blog/how-to-host-virtual-coffee-breaks-with-n8n/",
                  "icon": "☕️",
                  "label": "How to host virtual coffee breaks with n8n"
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                {
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                  "icon": "📡",
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                  "icon": "👦",
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                {
                  "url": "https://n8n.io/blog/how-uproc-scraped-a-multi-page-website-with-a-low-code-workflow/",
                  "icon": " 🕸️",
                  "label": "How uProc scraped a multi-page website with a low-code workflow"
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                {
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                  "icon": "👏",
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                },
                {
                  "url": "https://n8n.io/blog/5-workflow-automations-for-mattermost-that-we-love-at-n8n/",
                  "icon": "🤖",
                  "label": "5 workflow automations for Mattermost that we love at n8n"
                },
                {
                  "url": "https://n8n.io/blog/tracking-time-spent-in-meetings-with-google-calendar-twilio-and-n8n/",
                  "icon": "🗓",
                  "label": "Tracking Time Spent in Meetings With Google Calendar, Twilio, and n8n"
                },
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                {
                  "url": "https://n8n.io/blog/sending-automated-congratulations-with-google-sheets-twilio-and-n8n/",
                  "icon": "🙌",
                  "label": "Sending Automated Congratulations with Google Sheets, Twilio, and n8n "
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}