ManualTrigger Automate

For ManualTrigger Automate, streamline your invoicing process by automatically retrieving customer data, generating personalized invoices, and sending them via email. This workflow efficiently handles multiple items, ensuring timely communication and accurate billing, ultimately saving you time and enhancing customer satisfaction.

7/8/2025
8 nodes
Medium
emailmediumn8ntrainingcustomerdatastoreitemlistsdocumentgeneratorfunctionitememailsendcodecustomnotification
Categories:
Business Process AutomationMedium WorkflowEmail Triggered
Integrations:
N8nTrainingCustomerDatastoreItemListsDocumentGeneratorFunctionItemEmailSend

Target Audience

This workflow is designed for businesses and professionals who need to automate their customer communication and invoicing processes. It is particularly useful for:
- Small to Medium Enterprises (SMEs) looking to streamline their customer management and billing.
- Freelancers who need to send invoices and track customer interactions efficiently.
- Marketing Teams seeking to notify customers about new products or services via email.
- Accounting Departments that require a systematic way to generate and send invoices to clients.

Problem Solved

This workflow addresses the challenge of managing customer data and automating the invoicing process. It eliminates the need for manual tracking and emailing by:
- Automatically retrieving all customer data from the datastore.
- Generating detailed invoices based on predefined templates for each customer.
- Sending invoices via email in both TEXT and HTML formats, ensuring clear communication and professional presentation.

Workflow Steps

  • Manual Trigger: The workflow starts when the user clicks 'execute'.
    2. Retrieve Customer Data: It fetches all customer information from the N8nTrainingCustomerDatastore.
    3. Sort Items: The retrieved customer data is processed and sorted using the Item Lists node.
    4. Add Invoice Lines: For each customer, the workflow adds lines to the invoice, detailing services rendered, quantities, amounts, VAT, and totals.
    5. Generate Invoices: The workflow uses the Document Generator to create two types of invoice templates:
    - One for each individual customer (one item per template).
    - A summary for all new customers in the last 24 hours (all items, one template).
    6. Send Emails: Finally, the workflow sends out emails:
    - A TEXT email with the invoice details for each customer.
    - An HTML email summarizing new customers to the specified recipient.

    • Customization Guide

    Users can customize this workflow to better fit their needs by:
    - Modifying Email Addresses: Change the recipient email addresses in the Send one TEXT email per item and Send one HTML Email per list nodes to direct invoices and notifications to relevant contacts.
    - Adjusting Invoice Templates: Edit the templates in the Document Generator nodes to include specific branding or additional information that reflects the company's identity.
    - Changing Invoice Lines: Update the functionCode in the Add lines node to include different services or products as needed, adjusting quantities and amounts accordingly.
    - Adding More Nodes: Integrate additional nodes for further automation, such as logging invoices in a spreadsheet or sending reminders for unpaid invoices.