Automate Unpaid Invoice Reminders with AI
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Streamline your accounts receivable by automatically sending reminders for overdue invoices. This workflow leverages AI to intelligently manage your debt collection process, ensuring timely payments and improving cash flow.
About This Workflow
This n8n workflow, 'Unpaid Invoice Reminder,' is designed to automate the crucial task of chasing overdue payments. It initiates with a webhook trigger, allowing integration with your existing invoicing system. The incoming invoice data is then processed using a Text Splitter and Cohere Embeddings to create vector representations. These embeddings are stored in a Weaviate vector database for efficient retrieval. When a reminder is needed, a Weaviate Query retrieves relevant context, which is then processed by an OpenAI Chat Model via a RAG Agent. This agent's output is logged to a Google Sheet and can trigger Slack alerts for any errors. The 'Sticky Note' node visually represents the workflow's purpose, acting as a helpful placeholder in your n8n canvas.
Key Features
- Automated Reminders: Triggered by webhooks, initiating an automated follow-up process.
- AI-Powered Contextualization: Utilizes AI (Cohere Embeddings, OpenAI Chat Model, RAG Agent) to understand and respond to invoice data intelligently.
- Vector Database Integration: Stores and queries invoice data in Weaviate for efficient recall.
- Seamless Logging: Automatically logs reminder statuses to a Google Sheet.
- Error Alerting: Sends immediate Slack notifications for any workflow failures.
How To Use
- Configure Webhook Trigger: Set up your invoicing system to send data to the
unpaid-invoice-reminderwebhook endpoint. - Set up AI Nodes: Provide your Cohere API key for embeddings and your OpenAI API key for the chat model. Ensure the 'OpenAI' and 'Cohere' credentials are set up in n8n.
- Configure Weaviate: Connect your Weaviate instance and specify the index name 'unpaid_invoice_reminder'. Ensure your Weaviate credentials are set up.
- Google Sheets Integration: Connect your Google Sheets account and specify the
SHEET_IDandLogsheet name for status logging. - Slack Integration: Connect your Slack account to receive error alerts in the
#alertschannel. - Review RAG Agent: Customize the system message for the RAG Agent if needed, though the default 'You are an assistant for Unpaid Invoice Reminder' is a good starting point.
Apps Used
Workflow JSON
{
"id": "e5851933-aaf2-42f8-b008-8e7d2b102d57",
"name": "Automate Unpaid Invoice Reminders with AI",
"nodes": 27,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: e5851933-aaf2...
About the Author
Crypto_Watcher
Web3 Developer
Automated trading bots and blockchain monitoring workflows.
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