Streamlining document automation with n8n and JSReport

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

Who is this template for? This workflow template is designed for accounting, human resources, and IT project management teams looking to automate the generation of PDF and Word documents. It can be...

Best for

Document Extraction automation workflows
intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.httprequest, n8n-nodes-base.stickynote, n8n-nodes-base.formtrigger, n8n-nodes-base.gmail

Source and attribution

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

Original n8n.io source

1.1 Workflow description

Title: Streamlining document automation with n8n and JSReport
Workflow name: Streamlining document automation with n8n and JSReport

Who is this template for?

This workflow template is designed for accounting, human resources, and IT project management teams looking to automate the generation of PDF and Word documents. It can be particularly useful for:

The accounting department: for generating invoices in PDF format, thus streamlining the invoicing process and payment tracking.
The human resources department: for creating employment contracts in PDF, simplifying the administrative management of employees.
IT project management teams: for producing Word documents, such as project specifications, to clearly define project requirements and objectives.

Example result in mail

This PDF and Word document generation workflow offers a practical and efficient solution for automating administrative and document-related tasks, allowing teams to focus on higher-value activities.

How it works

This workflow currently operates with an n8n form, but you can easily replace this form with a webhook triggered by an external application such as AirTable, SharePoint, DocuWare, etc.

Once the configuration information is retrieved, we fill the API request body of JSReport. The body is defined at the time of template creation in JSReport (Example of JSReport usage).

Then, in a straightforward manner, we fetch the PDF and send it via email.

Here's a brief overview of this n8n workflow template: Link to n8n workflow template presentation

To summarize

This workflow integrates with an n8n form, but it's flexible to work with various triggering methods like webhooks from other applications such as AirTable, SharePoint, or DocuWare.
After configuring the necessary information, it populates the API request body of JSReport, which defines the template in JSReport.
Once the template is populated, it retrieves the PDF and sends it via email.
In essence, it streamlines the process of generating PDF documents based on user input and distributing them via email.

Instructions:

Create a JSReport Account: Sign up for a JSReport account to create your PDF template model.
Define PDF Template in JSReport: Use JSON data from your system to set up the content of your PDF template in JSReport.
Configure HTTP Request in n8n: Use the HTTP Request node in n8n to send a request to JSReport. Set the node's body to the JSON data defining your PDF template. Watch the Video: For detailed setup guidance, watch the setup video.

Remember, this template was created in n8n v1.38.2.

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 - Get PDF From JSReport

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 2 - Sticky Note

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

Block 3 - Sticky Note1

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

Block 4 - Form Invoice

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

Block 5 - Send invoice

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

3. Summary Table

Workflow	Streamlining document automation with n8n and JSReport
Complexity	intermediate
Nodes	5
Categories	Document Extraction
Author	NonoCode
Published	03 May 2024

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/2254/2254.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

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

Download workflow JSON Original n8n.io source Document Extraction workflows

Frequently asked questions

What does Streamlining document automation with n8n and JSReport do?

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 Document Extraction use case.

NonoCode

2 workflows

Nodes

n8n-nodes-base.httprequest n8n-nodes-base.stickynote n8n-nodes-base.formtrigger n8n-nodes-base.gmail

Complexity

intermediate

Published 03 May 2024

Likes 0

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Install path: /data/workflows/2254/2254.json

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Streamlining document automation with n8n and JSReport

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Who is this template for?

Example result in mail

How it works

To summarize

Instructions:

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Get PDF From JSReport

Block 2 - Sticky Note

Block 3 - Sticky Note1

Block 4 - Form Invoice

Block 5 - Send invoice

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions