This workflow automates invoice creation using Google Sheets for structured input and Google Docs for templated output …
This workflow automates invoice creation using Google Sheets for structured input and Google Docs for templated output — all built inside n8n. 🛠️ Step-by-Step Instructions ### Step 1: Manual Trigger Start the workflow manually for testing or development purposes. ### Step 2: Google Sheets — Load Invoice Data Pulls invoice data from a Google Sheet. 📄 Sheet URL: Copy This Sheet Expected Columns**: Company From Company To Terms Invoice Description Amount > 🔑 Credentials Required: > Connect to Google Sheets OAuth2 API in n8n. > Be sure your sheet is shared with the connected Google account. ### Step 3: Get Invoice Template — Load Google Doc Loads a static Google Docs template containing placeholder values. 🧾 Template URL: Copy This Template Required Placeholders** in the document: FromCompany# ToCompany# Terms# Invoice# Description# Amount# > 🔑 Credentials Required: > Connect to Google Docs OAuth2 API in n8n. ### Step 4: Create New Doc — Make Invoice File Creates a new Google Doc by duplicating the invoice template. Title Format**: Invoice: {{ $json.Invoice }} Destination Folder ID**: 1TnDibwPPPUm3VbmETiqWDVhtaUTLJ6mn (You can change this to your own Google Drive folder) > 🔐 Make sure your Google Docs credential has write access to this folder. ### Step 5: Merge — Combine Data Merges the loaded document and spreadsheet row together for downstream updates. ### Step 6: Insert Content into Doc (Optional) You can insert additional content here if needed. For example, a note, header, or footer pulled from your database or a custom field. ### Step 7: Input Invoice Details — Replace Fields Uses Google Docs API to replace all placeholders from the original template with the actual values. Replacements: | Placeholder | Replaced With | |----------------|------------------------------| | FromCompany# | Company From from sheet | | ToCompany# | Company To from sheet | | Terms# | Terms from sheet | | Invoice# | Invoice number | | Description# | Description of service | | Amount# | Amount of invoice | 📤 Final Output Each row from the Google Sheet results in a completed, branded Google Doc invoice stored in your Drive. 🙋 Need Help? Robert Breen Automation Consultant 🌐 ynteractive.com 📧 robert.j.breen@gmail.com 🔗 LinkedIn 🔒 Required APIs | Service | Purpose | |------------------|--------------------------| | Google Sheets API | Pull structured invoice data | | Google Docs API | Load & modify invoice documents | | n8n OAuth2 | Connect both services securely | Let me know if you'd like a follow-up step to export invoices as PDFs or auto-email them to clients!. An n8n automation workflow template by Robert Breen.
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