AI-powered invoice reminder & payment tracker for finance & accounting
Documents & extraction workflow for n8n with 18 active steps. Starts with Schedule Trigger, Webhook. Uses OpenAI. Integrations include PostgreSQL, SMTP email, OpenAI.
What it does
18 active nodes · Starts with Schedule Trigger, Webhook.
Steps in the template include:
- Schedule Daily Check (Schedule Trigger)
- Fetch Pending Invoices (Postgres) — executeQuery
- Filter Overdue Invoices (If)
- Calculate Reminder Logic (Code)
Nodes and integrations
- Schedule Trigger
- Postgres ×4
- If
- Code ×3
- Edit Fields (Set) ×2
- Send Email ×3
- Webhook
- Respond to Webhook
- OpenAI Chat Model
- AI Agent
See the author’s step names
- Schedule Daily Check (Schedule Trigger)
- Fetch Pending Invoices (Postgres) — executeQuery
- Filter Overdue Invoices (If)
- Calculate Reminder Logic (Code)
- Prepare AI Prompt (Edit Fields (Set))
- Format Email (Code)
- Send Email Reminder (Send Email)
- Update Reminder Status (Postgres) — executeQuery
- Create Activity Log (Edit Fields (Set))
- Save to Activity Log (Postgres)
- Generate Daily Summary (Code)
- Send Summary to Finance Team (Send Email)
- Webhook: Payment Received (Webhook)
- Update Payment Status (Postgres) — executeQuery
- Webhook Response (Respond to Webhook)
- Send Payment Confirmation (Send Email)
- Generate Email (OpenAI Chat Model)
- AI Agent For Generate Email Content (AI Agent)
Accounts and credentials
- PostgreSQL
- SMTP email
- OpenAI access
Credential types in the graph: postgres, smtp, openAiApi
AI models and swaps
OpenAI · Chat
Set by an expression in Generate Email. Potentially swappable with a compatible n8n chat model node. Test the replacement with the next step.
Inputs and setup options
- Webhook: Payment Received: HTTP POST
- Generate Email: temperature 0.7
- Generate Email: maximum tokens 500
Resource information
- Credit basis
- Author listed by n8n
- Pricing
- Template access shown on n8n
- License
- Not specified
- Last record update
- Nov 5, 2026