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Send weekly invoice summaries and overdue alerts from Google Sheets via Gmail and Slack

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Send weekly invoice summaries and overdue alerts from Google Sheets via Gmail and Slack preview
Open on n8n.io

1. Workflow Overview

Most small businesses track invoices in Google Sheets, but nobody actually looks at the spreadsheet until cash flow gets tight. By then, invoices that should have been chased weeks ago are sitting ...

Best for

  • Invoice Processing automation workflows
  • intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.stickynote, n8n-nodes-base.scheduletrigger, n8n-nodes-base.set, n8n-nodes-base.googlesheets, n8n-nodes-base.code, n8n-nodes-base.gmail, n8n-nodes-base.if, n8n-nodes-base.slack

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Anwar Bouilouta.

Original n8n.io source

1.1 Workflow description

Title
Send weekly invoice summaries and overdue alerts from Google Sheets via Gmail and Slack
Workflow name
Send weekly invoice summaries and overdue alerts from Google Sheets via Gmail and Slack

Most small businesses track invoices in Google Sheets, but nobody actually looks at the spreadsheet until cash flow gets tight. By then, invoices that should have been chased weeks ago are sitting there unpaid. This workflow gives you an automatic weekly report and alerts you when anything is overdue.

Who is this for

Freelancers, agencies, and small businesses that track invoices in Google Sheets and want a hands-off way to stay on top of what's been paid, what hasn't, and what's late.

How it works

Every Monday at 9 AM, the workflow pulls all rows from your invoice tracker in Google Sheets. A code node crunches the numbers: total paid, total unpaid, and total overdue. It builds an HTML email with a clean summary table that shows the overall picture plus a detailed breakdown of any overdue invoices, including how many days late each one is.

That summary gets emailed to whatever address you configure. If there are any overdue invoices, a separate Slack alert goes out with the specifics so your team knows exactly what needs chasing.

How to set it up

  1. Create a Google Sheet with an "Invoices" tab containing these columns: Invoice ID, Client Name, Amount, Due Date, Status (paid/unpaid/overdue)
  2. Open the "Configure Settings" node and fill in your Sheet ID, the email address you want the report sent to, your Slack channel ID, and your business name
  3. Connect your Google Sheets, Gmail, and Slack credentials in n8n
  4. Activate the workflow and wait for Monday, or trigger it manually to test

Requirements

  • Google Sheets (free)
  • Gmail account with OAuth connected in n8n
  • Slack workspace with OAuth connected in n8n

Customizing the workflow

You can change the schedule to daily or biweekly by editing the trigger node. The overdue threshold is based on the Due Date column, so if you want to flag invoices that are approaching their due date (not just past it), you can tweak the comparison in the code node.

If you want to add more notification channels (email to the client directly, SMS alerts, etc.), just wire new nodes after the overdue check.

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Sticky Note

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 2 - Sticky Note1

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 3 - Sticky Note2

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 4 - Sticky Note3

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 5 - Sticky Note4

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 6 - Sticky Note5

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 7 - Every Monday 9 AM

Type / Role
n8n-nodes-base.scheduleTrigger - scheduleTrigger
Config choices
Version 1.2

Block 8 - Configure Settings

Type / Role
n8n-nodes-base.set - set
Config choices
Version 3.4

Block 9 - Read All Invoices

Type / Role
n8n-nodes-base.googleSheets - googleSheets
Config choices
Version 4.5

Block 10 - Calculate Totals and Find Overdue

Type / Role
n8n-nodes-base.code - code
Config choices
Version 2

Block 11 - Email Weekly Summary

Type / Role
n8n-nodes-base.gmail - gmail
Config choices
Version 2.1

Block 12 - Any Overdue?

Type / Role
n8n-nodes-base.if - if
Config choices
Version 2.2

Block 13 - Alert Overdue to Slack

Type / Role
n8n-nodes-base.slack - slack
Config choices
Version 2.4

3. Summary Table

Workflow Send weekly invoice summaries and overdue alerts from Google Sheets via Gmail and Slack
Complexity intermediate
Nodes 13
Categories Invoice Processing
Author Anwar Bouilouta
Published 19 Mar 2026

4. Reproducing the Workflow from Scratch

  1. 1. Download the workflow JSON

    Use the JSON export at /data/workflows/14177/14177.json as the source template for this automation.

  2. 2. Import the template into n8n

    Open n8n, import the downloaded JSON, and review each node before activating the workflow.

  3. 3. Configure credentials and variables

    Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.

  4. 4. Test with sample data

    Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.

  5. 5. Activate and monitor

    Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Frequently asked questions

What does Send weekly invoice summaries and overdue alerts from Google Sheets via Gmail and Slack do?

Most small businesses track invoices in Google Sheets, but nobody actually looks at the spreadsheet until cash flow gets tight. By then, invoices that should have been chased weeks ago are sitting ...

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Invoice Processing use case.