n8n Workflow: Email PDF Invoices from Google Sheets (Orshot + Gmail)
n8n Workflow: Email PDF Invoices from Google Sheets (Orshot + Gmail)
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n8n Workflow: Email PDF Invoices from Google Sheets (Orshot + Gmail)
Regular price
£23.99
Regular price
£23.99
Sale price
Unit price
/
per
Automatically email PDF invoices from Google Sheets—every 15 minutes
This n8n workflow automatically finds invoices marked Ready in your Google Sheets, calculates totals from matching line items, renders a professional PDF invoice with Orshot, emails it via Gmail, saves a copy to Google Drive, and writes delivery status + links back into the sheet.
What this workflow does
- Runs on a schedule every 15 minutes to process new invoices.
- Reads invoice rows from your Invoices sheet where the Status column is set to Ready.
- Loads line items from a second sheet and matches by invoice number.
- Calculates totals (subtotal/tax/total) and determines the due date. If required data is missing or invalid, the workflow flags the invoice as Error.
- Renders a PDF using an Orshot Studio template populated with the calculated invoice fields.
- Emails the PDF to the client using Gmail.
- Uploads the PDF to a chosen Google Drive folder.
- Updates Google Sheets with Sent or Error status, timestamps, and the Orshot PDF + Google Drive links.
Use cases
- Send invoices automatically when an order is finalized and marked Ready in Google Sheets.
- Generate consistent invoice PDFs for recurring SaaS billing or service businesses without manual formatting.
- Maintain an auditable record by storing every PDF in Google Drive and tracking status in the same spreadsheet.
Technical details
- Scheduling: runs every 15 minutes
- Integrations: Google Sheets, Orshot (Studio template + API key), Gmail, Google Drive
- Workflow logic/nodes referenced: if, code, no op, gmail, merge, sticky note
Setup (high level)
Add your invoice template to your Orshot workspace, configure Orshot API credentials, connect Google Sheets (Invoices + Line items sheet names and Spreadsheet ID), then set Gmail and Google Drive credentials and the destination folder for uploaded PDFs.
