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Library / Email Automation

Email Automation

Send quotes, invoices, receipts and reminders from Google Sheets with Koutei and Gmail

When you run it, it handles email using Gmail, Google Sheets.

What it does

## Quote, deposit, balance and receipt PDFs from a Google Sheet Set a job row's stage and the next document is made by Koutei (our PDF API for quotes, invoices and receipts) and emailed with Gmail. ### How it works 1. Every 30 minutes the workflow reads your job sheet. 2. The stage picks the document: Quote requested → a quote, Accepted → a deposit invoice, Deposit paid → the balance invoice (the deposit shows as "Amount paid"), Paid in full → a receipt. 3. The row is marked "Sending…"; Koutei checks it for free, does the arithmetic and makes the PDF; Gmail sends it once. The row gets its next stage, number and totals. 4. Every morning, overdue invoices get a polite reminder (at most weekly) with the same PDF. 5. Problems become a note in the row's status, and an email to you. ### Setup 1. Copy the sample sheet: https://docs.google.com/spreadsheets/d/1hA5W-E5knYiUE-9ns4p3khKR9GJfeOS6kCAo59k1kJ4/copy 2. Each job_id is a number or code, never a client's name (Koutei keeps it). 3. Create a free Koutei account, confirm your email and create a Preview only API key in Settings. The free plan has 50 documents a month; previews are free. 4. Add credentials: Google Sheets and Gmail (OAuth2), and Header Auth for Koutei (name Authorization, value Bearer and your key). 5. Fill in Settings: the sheet's URL, your email and your business details. 6. Click Execute workflow. In preview mode every PDF is a free, watermarked preview and every email goes to you, not the client. 7. Then: a Full access key, mode = final, and activate the workflow (Publish in n8n 2) so the schedules run. ### Customize Change the emails in Write the email and each document in its stage node.

The steps

  1. Test run
  2. Every 30 minutes
  3. Every morning at 9
  4. Settings
  5. Read the jobs sheet
  6. Reminder run?
  7. Check the rows
  8. Has everything it needs?
  9. Mark as sending
  10. Route by stage
  11. Quote
  12. Deposit invoice
  13. Balance invoice
  14. Receipt

35 steps in total.

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