🔬 Automated invoice generator from Google Sheets to Google Docs

⚡ 1,286 views · 🔬 Document Extraction & Analysis

Description

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:

📤 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

Let me know if you’d like a follow-up step to export invoices as PDFs or auto-email them to clients!

🔗 Nodes Used

Google Sheets, Google Docs

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup