Automated Unpaid Invoice Reminders with n8n and AI
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This n8n workflow automatically sends reminders for unpaid invoices using AI-powered RAG (Retrieval-Augmented Generation) and Weaviate for context. It integrates with Google Sheets to log actions and can send Slack alerts for errors.
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About This Workflow
Overview
This n8n workflow is designed to automate the process of reminding customers about unpaid invoices. It leverages a Webhook Trigger to initiate the process, a Text Splitter and Embeddings node to prepare data for AI processing, and Weaviate as a vector database to store and retrieve contextual information.
The core of the automation lies in the RAG Agent node, which uses Chat Model and Vector Tool to generate contextually relevant reminders. The Window Memory node helps maintain conversation history for more sophisticated interactions.
This workflow solves the common business problem of delayed invoice payments by providing an automated, intelligent reminder system. It ensures consistent follow-up without manual intervention, improving cash flow and reducing administrative overhead. The use of RAG allows for more natural and informative communication compared to static templates.
Finally, the workflow logs the reminder status in a Google Sheet using the Append Sheet node and sends error notifications to Slack via the Slack Alert node, ensuring transparency and quick issue resolution.
Key Features
- Automated Reminders: Triggers reminders for unpaid invoices via a webhook.
- AI-Powered Contextualization: Uses RAG (Retrieval-Augmented Generation) with Weaviate to provide contextually relevant reminder messages.
- Vector Database Integration: Utilizes Weaviate for efficient storage and retrieval of invoice-related data.
- Logging and Auditing: Records reminder status and actions in a Google Sheet.
- Error Handling and Alerting: Notifies users via Slack in case of workflow errors.
How To Use
- Set up Webhook Trigger: Configure an external system to send invoice data to the
Webhook Triggerendpoint. - Configure Weaviate: Ensure your Weaviate instance is running and accessible. Set up the
Weaviate InsertandWeaviate Querynodes with yourWEAVIATE_APIcredentials and theunpaid_invoice_reminderindex. - Configure Cohere Embeddings: Set up your
Cohere APIcredentials for theEmbeddingsnode. - Configure OpenAI Chat Model: Set up your
OpenAI APIcredentials for theChat Modelnode. - Configure Google Sheets: Set up your
Google Sheets accountcredentials and specify theSHEET_IDandLogsheet name for theAppend Sheetnode. - Configure Slack Alerts: Set up your
Slack APIcredentials and the desired channel (#alerts) for theSlack Alertnode. - Define RAG Agent Prompt: Customize the system message and prompt within the
RAG Agentnode for desired reminder generation. - Test the Workflow: Trigger the webhook with sample invoice data to test the end-to-end functionality.
Apps Used
Workflow JSON
{
"id": "273af77a-fc6e-4a41-bef9-744d1d3dc564",
"name": "Automated Unpaid Invoice Reminders with n8n and AI",
"nodes": 0,
"category": "Finance & Accounting",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 273af77a-fc6e...
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