Automated Customer Notification and Invoice Generation

This n8n workflow automates the process of retrieving customer data, organizing it, and generating tailored email notifications and invoices. It begins with a manual trigger, allowing users to initiate the automation as needed. The workflow fetches all customer information from a datastore, sorts the list alphabetically, and then generates customized documents and emails based on the data.

Step-by-step, the workflow first pulls customer records via the ‘Customer Datastore’ node. The records are then sorted alphabetically by name within the ‘Item Lists’ node. A custom function node adds detailed invoice lines, including descriptions, quantities, amounts, VAT, and totals, and sets a specific invoice date and total amount.

Two document generators create personalized output: one produces a formatted invoice for each customer, and another creates an HTML list of new customers from the last 24 hours. These documents are subsequently sent via email—individual invoice texts are sent for each customer, and a summary HTML email lists all new customers. This workflow is practical for businesses that need to generate and send invoices or customer updates automatically, reducing manual effort and ensuring timely communication.