KI-Rechnungsassistent

• •Google-Konto + Gmail API-Anmeldedaten
• •Google Sheets API-Anmeldedaten
• •OpenAI API Key

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    "templateCredsSetupCompleted": true
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  "name": "AI Invoice Agent",
  "tags": [],
  "nodes": [
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      "name": "Beim Klicken auf ‚Workflow ausführen‘",
      "type": "n8n-nodes-base.manualTrigger",
      "position": [
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      "parameters": {},
      "typeVersion": 1
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    {
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      "name": "Google Sheets",
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      "parameters": {
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            "caseSensitive": true,
            "typeValidation": "strict"
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                "name": "filter.operator.equals",
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "={{ $json.Status }}",
              "rightValue": "Pending"
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              "id": "eae2796d-a5bb-4bc1-a4f6-26abc64e2185",
              "name": "\tInvoice ID",
              "type": "string",
              "value": "={{ $json['\tInvoice ID'] }}"
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            {
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              "name": "Client Name",
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              "name": "Invoice Date",
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              "name": "Due Date",
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      "parameters": {
        "text": "=You are a professional invoicing assistant for a creative agency called \"Upward Engine\". Generate a polite, professional email to a client who has received an invoice as a PDF attachment. Include the client name, project name, invoice amount, invoice ID, invoice date, and due date.\n\nThe tone should be friendly but business-oriented, and the purpose is to inform the client that the invoice is attached, and to kindly request timely payment. End with a thank-you message and sign off as \"Upward Engine Team\".\n\nHere is the invoice data:\n- Client name: {{ $json['Client Name'] }}\n- Project Name: {{ $json['Project Name\t'] }}\n- Invoice Amount: {{ $json['Amount (USD)'] }}\n- Invoice ID: {{ $json['\tInvoice ID'] }}\n- Invoice Date: {{ $json['Invoice Date'] }}\n- Due Date: {{ $json['Due Date'] }}",
        "options": {},
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        "attributes": {
          "attributes": [
            {
              "name": "email subject",
              "description": "subject of the mail"
            },
            {
              "name": "email body",
              "description": "email body without the subject"
            }
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      "parameters": {
        "data": "={\n\"company_name\": \"Upward Engine\",\n    \"company_address\": \"Silicon Valey, USA\",\n    \"company_email\": \"admin@upwardengine.com\",\n    \"bill_to\": \"{{ $('Edit Fields').item.json['Client Name'] }}\",\n    \"bill_to_address\": \"{{ $('Edit Fields').item.json['Client Address'] }}\",\n    \"invoice_no\": \"{{ $('Edit Fields').item.json['\tInvoice ID'] }}\",\n    \"invoice_date\": \"{{ $('Edit Fields').item.json['Invoice Date'] }}\",\n    \"invoice_due_date\": \"{{ $('Edit Fields').item.json['Due Date'] }}\",\n    \"footer\": \"Thank you for working with Upward Engine\",\n    \"balance\": \"{{ $('Edit Fields').item.json['Amount (USD)'] }}\",\n    \"project_name\": \"{{ $('Edit Fields').item.json['Project Name\t'] }}\",\n    \"currency\": \"$\"\n\n}",
        "resource": "pdf",
        "templateId": "YOUR_TEMPLATE_ID",
        "export_type": "file"
      },
      "typeVersion": 1
    },
    {
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      "name": "Gmail",
      "type": "n8n-nodes-base.gmail",
      "position": [
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      ],
      "webhookId": "85f9cc55-4019-4f9f-a7b8-852ba7f38d1b",
      "parameters": {
        "sendTo": "={{ $('Google Sheets').item.json['Client Email'] }}",
        "message": "={{ $('Information Extractor').item.json.output['email body'] }}",
        "options": {
          "attachmentsUi": {
            "attachmentsBinary": [
              {
                "property": "output.pdf"
              }
            ]
          },
          "appendAttribution": false
        },
        "subject": "={{ $('Information Extractor').item.json.output['email subject'] }}",
        "emailType": "text"
      },
      "typeVersion": 2.1
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      ],
      "parameters": {
        "columns": {
          "value": {
            "Status": "Completed",
            "Due Date": "={{ $('Edit Fields').item.json['Due Date'] }}",
            "\tInvoice ID": "={{ $('Edit Fields').item.json['\tInvoice ID'] }}",
            "Invoice Date": "={{ $('Edit Fields').item.json['Invoice Date'] }}"
          },
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              "id": "\tInvoice ID",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "\tInvoice ID",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Client Name",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Client Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Client Email",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Client Email",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Client Address",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Client Address",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
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              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Project Name\t",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Amount (USD)",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Amount (USD)",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
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              "id": "Status",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Status",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Invoice Date",
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              "display": true,
              "required": false,
              "displayName": "Invoice Date",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
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              "id": "Due Date",
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              "display": true,
              "required": false,
              "displayName": "Due Date",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [
            "\tInvoice ID"
          ],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
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        "operation": "appendOrUpdate",
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          "cachedResultName": "Client Invoices"
        }
      },
      "typeVersion": 4.6
    },
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      "name": "GPT - 4.1 mini",
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      ],
      "parameters": {
        "model": {
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          "mode": "list",
          "value": "gpt-4.1-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "YmJZYHbn92LbB3C0",
          "name": "OpenAi account"
        }
      },
      "typeVersion": 1.2
    },
    {
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      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      ],
      "parameters": {
        "color": 2,
        "width": 912,
        "height": 1152,
        "content": "✅ Make sure **CraftMyPDF** node is installed in your n8n otherwise it will show error. If first time it doesn't shows the **CraftMyPDF** node then install it then delete the complete workflow and reuse/reupload the workflow again:\n\n---\n\n# 🛠 Setup Guide\n\nFollow these steps to get started:\n\n1. **Prepare your Google Sheet**\n\n   * Connect your **Client Invoices** sheet in the **Google Sheets** node.\n   * Make sure the sheet has columns like: *Invoice ID, Client Name, Client Email, Client Address, Project Name, Amount (USD), Status, Invoice Date, Due Date*.\n   * This sheet will store invoice data and track payment status.\n\n2. **Filter pending invoices**\n\n   * The **Filter** node only processes rows where `Status = Pending`.\n   * Update invoice data accordingly before running the workflow.\n\n3. **Edit invoice fields**\n\n   * The **Edit Fields** node automatically sets the `Invoice Date` to today and calculates a `Due Date` (7 days later).\n   * It also maps client info and project details from the sheet.\n\n4. **Generate the client email draft**\n\n   * The **AI Agent** creates a polite, professional email using your invoice details.\n   * The **Information Extractor** separates the subject and body for structured email sending.\n\n5. **Create the invoice PDF**\n\n   * Connect your [CraftMyPDF](https://craftmypdf.com/) account and replace `YOUR_TEMPLATE_ID` with your template.\n   * The invoice includes company info, client details, project name, invoice amount, and payment due date.\n\n6. **Send the invoice email**\n\n   * Connect your **Gmail** account in the **Gmail** node.\n   * It sends the AI-generated email with the invoice PDF attached to the client’s email.\n\n7. **Update invoice status in Google Sheets**\n\n   * After sending, the **Google Sheets1** node updates the row by marking the invoice `Status` as **Completed** along with invoice and due dates.\n\nOnce set up, this workflow will **automatically generate invoices, send them via email with PDFs attached, and update your sheet** 📩📊\n\n---\n"
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      "position": [
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      ],
      "parameters": {
        "color": 2,
        "width": 480,
        "height": 448,
        "content": "## Start here: Step-by Step Youtube Tutorial :star:\n[![AI Invoice Agent](https://img.youtube.com/vi/r8Cg7hTMFdg/sddefault.jpg)](https://youtu.be/r8Cg7hTMFdg)"
      },
      "typeVersion": 1
    }
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