Automate Invoices & Customer Reports via Email with n8n
Generate personalized invoices and comprehensive customer reports instantly, cutting administrative time by up to 90% and ensuring timely communication.
Manually generating individual invoices and compiling customer reports is a time-consuming and error-prone process. This workflow automates the creation of personalized invoices and comprehensive customer lists, then sends them via email, significantly reducing administrative overhead.
Documentation
Automate Dynamic Document Generation & Email Delivery
This powerful n8n workflow streamlines your customer communication and financial processes by automatically generating tailored documents and sending them via email. It efficiently handles both individual transactional documents like invoices and aggregated reports, saving significant manual effort.
Key Features
- Automate personalized invoice generation for each customer.
- Dynamically compile and email comprehensive HTML customer lists.
- Centralize customer data retrieval and processing.
- Ensure consistent and timely delivery of critical customer communications.
How It Works
The workflow is initiated manually, beginning by retrieving all customer data from a specified datastore, which is then sorted alphabetically by customer name.
**Path 1: Personalized Invoices** - For each individual customer, the workflow enriches their data by adding predefined invoice line items and calculating the total. A Document Generator node then uses a customizable Handlebars template to create a unique, text-based invoice. This personalized invoice is subsequently sent as an individual email to a designated recipient.
**Path 2: Aggregated Customer Report** - Simultaneously, all sorted customer data is passed to a second Document Generator node. This node compiles a single HTML document that lists all customer names and emails. This consolidated HTML report is then sent as a single email, providing an overview of your customer base.