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n8n Invoice Risk Triage: Google Sheets + Groq + Slack/Notion

n8n Invoice Risk Triage: Google Sheets + Groq + Slack/Notion

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n8n Invoice Risk Triage: Google Sheets + Groq + Slack/Notion

n8n Invoice Risk Triage: Google Sheets + Groq + Slack/Notion

Regular price £29.99
Regular price £29.99 Sale price
SAVE Sold out

Instantly triage invoice payment risk—then escalate the ones that matter

This n8n workflow reviews pending invoices from Google Sheets, scores each one’s delay risk, uses Groq to generate a concise recommendation, logs results back to Sheets, and escalates medium/high-risk invoices to Slack and Notion (with Gmail reminders when appropriate).

What this workflow does

  • Pulls data from Google Sheets: Reads pending invoices and matching vendor payment history from your selected spreadsheet tabs.
  • Validates required fields: Checks each invoice for required information (e.g., a due date and a positive amount). Any invalid records are sent to Slack for cleanup.
  • Calculates a delay risk score (0–100): Merges valid invoices with vendor history, computes days until due, and derives a 0–100 risk score based on vendor payment timing and reliability.
  • Uses Groq for an AI risk summary: Sends invoice details to Groq to produce a one-sentence risk summary and a one-sentence recommended action.
  • Logs to Google Sheets: Appends invoice ID, vendor, risk score, Groq recommendation, and the log date into a risk log tab.
  • Escalates by risk level:
    • High risk (> 70): Posts an escalation to Slack and creates a high-priority follow-up task in Notion.
    • Medium risk (≥ 40, not high): Sends a gentle reminder via Gmail.
    • Low risk: Only logs the result.

Use cases

  • AP teams want automatic triage for invoices likely to slip beyond due dates.
  • SaaS operators track vendor payment reliability and standardize follow-ups using AI-assisted recommendations.
  • Finance ops need a single workflow to validate records, score risk, and route actions to Slack/Notion.

Technical details

  • Google Sheets: Invoices input, vendor history merge, and risk log output.
  • Groq: Generates one-sentence risk summaries and recommended actions.
  • Slack: Sends invalid-record alerts and high-risk escalations.
  • Notion: Creates high-priority follow-up tasks for high-risk invoices.
  • Gmail: Sends gentle reminder emails for medium-risk invoices.
  • n8n nodes mentioned: if, set, code, gmail, merge, slack.
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