{ "id": "bulk-payment-reminders-nocodb", "name": "A05: Bulk Generate Payment Reminder PDFs from NocoDB and Email as ZIP", "tags": [], "nodes": [ { "id": "2c511a10-6407-49cc-8c4e-27af2ba99e40", "name": "Weekly Schedule", "type": "n8n-nodes-base.scheduleTrigger", "position": [ 2464, 1376 ], "parameters": { "rule": { "interval": [ { "field": "weeks", "triggerAtDay": [ 1 ] } ] } }, "typeVersion": 1.2 }, { "id": "02203b42-9e35-40f9-8a49-c26f892612d8", "name": "Get Overdue Invoices", "type": "n8n-nodes-base.nocoDb", "position": [ 2704, 1376 ], "parameters": { "table": "YOUR_TABLE_ID", "options": {}, "operation": "getAll", "projectId": "YOUR_NOCODB_BASE_ID", "returnAll": true, "authentication": "nocoDbApiToken" }, "credentials": { "nocoDbApiToken": { "name": "" } }, "typeVersion": 3 }, { "id": "f9a88e7f-c613-4d77-a358-b41dbe7b1f70", "name": "Build Bulk Items", "type": "n8n-nodes-base.code", "position": [ 2928, 1376 ], "parameters": { "jsCode": "const rows = $input.all();\nconst today = new Date();\ntoday.setHours(0, 0, 0, 0);\n\nconst items = rows.map(row => {\n const dueDate = new Date(row.json.due_date);\n const diffMs = today.getTime() - dueDate.getTime();\n const daysOverdue = Math.max(0, Math.floor(diffMs / (1000 * 60 * 60 * 24)));\n\n return {\n customerName: row.json.customer_name || '',\n customerAddress: row.json.customer_address || '',\n invoiceNumber: row.json.invoice_number || '',\n amountDue: String(row.json.amount_due || '0.00'),\n dueDate: row.json.due_date || '',\n daysOverdue: String(daysOverdue),\n companyName: row.json.company_name || ''\n };\n});\n\nreturn [{ json: { documentId: 'YOUR_DOCUMENT_ID', items: JSON.stringify(items) } }];" }, "typeVersion": 2 }, { "id": "05562054-062f-4121-b22f-f20e77369845", "name": "Bulk Render Payment Reminders", "type": "n8n-nodes-autype.autype", "position": [ 3184, 1376 ], "parameters": { "items": "={{ $json.items }}", "resource": "bulkRender", "documentId": "={{ $json.documentId }}", "downloadOutput": true, "additionalFields": {} }, "credentials": { "autypeApi": { "name": "" } }, "typeVersion": 1 }, { "id": "4d1b747a-5366-4558-b3de-0e034334026a", "name": "Send ZIP via Email", "type": "n8n-nodes-base.emailSend", "position": [ 3408, 1376 ], "parameters": { "options": { "attachments": "data" }, "subject": "=Payment Reminders \u2014 {{ $now.format('yyyy-MM-dd') }} ({{ $('Get Overdue Invoices').all().length }} documents)", "toEmail": "user@example.com", "fromEmail": "user@example.com" }, "credentials": { "smtp": { "name": "" } }, "typeVersion": 2.1 }, { "id": "805ee819-4af6-4540-b4a6-0b5e2db6e7bb", "name": "Run Setup Once", "type": "n8n-nodes-base.manualTrigger", "position": [ 2928, 832 ], "parameters": {}, "typeVersion": 1 }, { "id": "72c5debc-9426-497c-914c-cd6e37706116", "name": "Create Project", "type": "n8n-nodes-autype.autype", "position": [ 3136, 832 ], "parameters": { "name": "Payment Reminders", "resource": "document", "operation": "createProject", "projectAdditionalFields": { "description": "Bulk payment reminder letters \u2014 created by n8n" } }, "credentials": { "autypeApi": { "name": "" } }, "typeVersion": 1 }, { "id": "d414631e-d8b6-418f-9885-9e6428f1f263", "name": "Create Document", "type": "n8n-nodes-autype.autype", "position": [ 3360, 832 ], "parameters": { "title": "Payment Reminder \u2014 Template", "resource": "document", "operation": "createDocument", "projectId": "={{ $json.id }}", "additionalFields": { "content": "{\n \"document\": {\n \"size\": \"A4\",\n \"type\": \"pdf\",\n \"marginTop\": 2.5,\n \"marginLeft\": 2.5,\n \"marginRight\": 2.5,\n \"orientation\": \"portrait\",\n \"marginBottom\": 2.5\n },\n \"variables\": {\n \"dueDate\": \"2026-01-01\",\n \"amountDue\": \"0.00\",\n \"companyName\": \"Company Name\",\n \"daysOverdue\": \"0\",\n \"customerName\": \"Customer Name\",\n \"invoiceNumber\": \"INV-0000\",\n \"customerAddress\": \"123 Main Street, Suite 100, New York, NY 10001\"\n },\n \"defaults\": {\n \"chart\": {\n \"colors\": [\n \"#3b82f6\",\n \"#ef4444\",\n \"#10b981\",\n \"#f59e0b\",\n \"#8b5cf6\"\n ],\n \"borderColors\": [\n \"#2563eb\",\n \"#dc2626\",\n \"#059669\",\n \"#d97706\",\n \"#7c3aed\"\n ]\n },\n \"color\": \"#1a1a2e\",\n \"footer\": {\n \"excludeFirstPage\": false\n },\n \"header\": {\n \"left\": {\n \"src\": \"https://img.icons8.com/?size=100&id=e9femSksvyZL&format=png&color=6700FF\",\n \"type\": \"image\",\n \"width\": 40\n },\n \"right\": \"ACME Corp.\",\n \"center\": \"\",\n \"excludeFirstPage\": false\n },\n \"styles\": {\n \"h1\": {\n \"color\": \"#1a1a2e\",\n \"fontSize\": 22,\n \"fontWeight\": \"bold\"\n },\n \"h2\": {\n \"color\": \"#1a1a2e\",\n \"fontSize\": 16,\n \"fontWeight\": \"bold\"\n },\n \"h3\": {\n \"color\": \"#6700ff\",\n \"fontSize\": 13,\n \"fontWeight\": \"bold\"\n },\n \"text\": {\n \"color\": \"#3d3d5c\",\n \"fontSize\": 11\n },\n \"table\": {\n \"rows\": {\n \"align\": \"left\",\n \"color\": \"#1a1a2e\",\n \"backgroundColor\": \"#ffffff\",\n \"alternateBackgroundColor\": \"#f5f0ff\"\n },\n \"header\": {\n \"align\": \"left\",\n \"color\": \"#ffffff\",\n \"fontWeight\": \"bold\",\n \"backgroundColor\": \"#6700ff\"\n },\n \"borders\": {\n \"inner\": {\n \"color\": \"#e0d4f5\",\n \"style\": \"solid\",\n \"width\": 1\n },\n \"outer\": {\n \"color\": \"#6700ff\",\n \"width\": 1\n }\n },\n \"cellPadding\": {\n \"top\": 6,\n \"left\": 10,\n \"right\": 10,\n \"bottom\": 6\n }\n },\n \"text2\": {\n \"color\": \"#6b6b8a\",\n \"fontSize\": 9\n }\n },\n \"spacing\": {\n \"after\": {\n \"h1\": 15,\n \"h2\": 12,\n \"h3\": 10,\n \"h4\": 8,\n \"h5\": 6,\n \"h6\": 5,\n \"code\": 15,\n \"list\": 10,\n \"math\": 15,\n \"text\": 10,\n \"chart\": 15,\n \"image\": 15,\n \"table\": 15\n },\n \"before\": {\n \"h1\": 20,\n \"h2\": 18,\n \"h3\": 16,\n \"h4\": 14,\n \"h5\": 12,\n \"h6\": 10,\n \"code\": 10,\n \"list\": 10,\n \"math\": 10,\n \"text\": 0,\n \"chart\": 10,\n \"image\": 10,\n \"table\": 10\n }\n },\n \"fontSize\": 11,\n \"fontFamily\": \"Arial\",\n \"lineHeight\": 1.5\n },\n \"sections\": [\n {\n \"type\": \"flow\",\n \"content\": [\n {\n \"id\": \"90188293-9f44-4955-802d-5db337b067ed\",\n \"type\": \"spacer\",\n \"height\": 1\n },\n {\n \"id\": \"fdbce060-74f9-4b57-b73a-211733d90ca9\",\n \"type\": \"h1\",\n \"text\": \"Payment Reminder\"\n },\n {\n \"id\": \"34f98687-22e4-41fb-ae69-601a85995afb\",\n \"type\": \"spacer\",\n \"height\": 0.5\n },\n {\n \"id\": \"bac9709e-948c-4f76-842b-3620d8e9a0cd\",\n \"type\": \"text\",\n \"text\": \"Date: {{date/DD.MM.YYYY}}\",\n \"align\": \"right\"\n },\n {\n \"id\": \"1cff82c8-34aa-40cd-ac4b-5629f0eb54b8\",\n \"type\": \"spacer\",\n \"height\": 0.5\n },\n {\n \"id\": \"091ce85f-c2a4-4ec9-956b-0e7bc71a8c2c\",\n \"type\": \"text\",\n \"text\": \"**To:** {{customerName}}\"\n },\n {\n \"id\": \"6f0c0ef2-e8a9-498c-a510-20b4cba5883a\",\n \"type\": \"variableRef\",\n \"variable\": \"customerAddress\"\n },\n {\n \"id\": \"14807236-2bab-4f49-892c-bd94ec413159\",\n \"type\": \"text\",\n \"text\": \"**Company:** {{companyName}}\"\n },\n {\n \"id\": \"cdc2ed22-16f6-4a9f-bd3d-d89c1cb92995\",\n \"type\": \"spacer\",\n \"height\": 1\n },\n {\n \"id\": \"acce4af3-1043-4678-aa37-5ef18f35e669\",\n \"type\": \"h3\",\n \"text\": \"Re: Outstanding Invoice {{invoiceNumber}}\",\n \"align\": \"left\"\n },\n {\n \"id\": \"ee95da49-6161-459b-8dc6-d2365e108bbe\",\n \"type\": \"text\",\n \"text\": \"Dear {{customerName}},\"\n },\n {\n \"id\": \"2e7d822e-7494-4a2b-b683-d8be82274f05\",\n \"type\": \"text\",\n \"text\": \"We are writing to remind you that the following invoice remains unpaid and is now **{{daysOverdue}} days past due**. We kindly ask you to arrange payment at your earliest convenience.\"\n },\n {\n \"id\": \"cdb9f391-be34-4f0e-92e4-0cb4ff9ade99\",\n \"type\": \"table\",\n \"headers\": [\n \"Detail\",\n \"Value\"\n ],\n \"rows\": [\n [\n \"Invoice Number\",\n \"{{invoiceNumber}}\"\n ],\n [\n \"Amount Due\",\n \"$ {{amountDue}}\"\n ],\n [\n \"Original Due Date\",\n \"{{dueDate}}\"\n ],\n [\n \"Days Overdue\",\n \"{{daysOverdue}}\"\n ]\n ]\n },\n {\n \"id\": \"5ebb7457-cfc6-4e01-9e52-1bcbc47961a1\",\n \"type\": \"text\",\n \"text\": \"If you have already made this payment, please disregard this notice. Otherwise, we would appreciate receiving your payment within the next **7 business days**.\"\n },\n {\n \"id\": \"7adfaded-fd43-40a6-bab8-60cff9658f8d\",\n \"type\": \"text\",\n \"text\": \"For questions or payment arrangements, please contact our accounting department at **user@example.com** or call **+1234567890**.\"\n },\n {\n \"id\": \"c3cd3caa-8a8e-4833-b150-5ea2cdf0dbaf\",\n \"type\": \"spacer\",\n \"height\": 1.5\n },\n {\n \"id\": \"5f5aa06a-913c-4a7e-afe4-597db81ba37a\",\n \"type\": \"text\",\n \"text\": \"Kind regards,\"\n },\n {\n \"id\": \"a34431e0-558f-4228-8c2e-74c6c5bc3f83\",\n \"type\": \"spacer\",\n \"height\": 0.5\n },\n {\n \"id\": \"5407e705-3393-4457-9dca-36f4b23b20a7\",\n \"type\": \"text\",\n \"text\": \"**ACME Corp.**\"\n },\n {\n \"id\": \"55ec3ddf-6c06-4b58-89c4-abbfccebb53e\",\n \"type\": \"text2\",\n \"text\": \"Accounting Department\"\n },\n {\n \"id\": \"096415ff-cda2-4b26-83c6-f9b17bbd512a\",\n \"type\": \"text2\",\n \"text\": \"This is an automatically generated document. Invoice reference: {{invoiceNumber}}. Generated on {{date/DD.MM.YYYY}}.\"\n }\n ]\n }\n ]\n}", "description": "Payment reminder letter template with variable placeholders for bulk generation via n8n." } }, "credentials": { "autypeApi": { "name": "" } }, "typeVersion": 1 }, { "id": "19aa75b8-5b33-4c86-9d3a-67d900846bc2", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ 1904, 672 ], "parameters": { "width": 484, "height": 872, "content": "## Bulk Generate Payment Reminder PDFs from NocoDB\n\nThis workflow reads overdue invoices from a **NocoDB table**, generates a **personalized payment reminder PDF** for each record using the Autype Bulk Render API, and emails the resulting **ZIP archive** via SMTP \u2014 ideal for print-by-email services or internal distribution.\n\n### Variable Types Used\n- **String** \u2014 customer name, address, invoice number, company name, due date\n- **Number** \u2014 amount due (USD), days overdue (auto-calculated)\n\n### How it works\n1. **Weekly Schedule** \u2014 Triggers every Monday (configurable).\n2. **Get Overdue Invoices** \u2014 Reads all NocoDB rows where .\n3. **Build Bulk Items** \u2014 Transforms rows into variable sets. Calculates days overdue automatically.\n4. **Bulk Render** \u2014 Sends all items to Autype in a single batch. Downloads the ZIP.\n5. **Send ZIP via Email** \u2014 Attaches the ZIP to an email sent via SMTP.\n\n### One-time Setup\nUse the orange setup flow above to create the project and template document via API, then copy the document ID into the **Build Bulk Items** code node.\n\n### Requirements\n- **n8n-nodes-autype** community node (self-hosted n8n)\n- Autype API key from [app.autype.com](https://app.autype.com)\n- NocoDB instance with an \"Overdue Invoices or Cutomers\" table\n- SMTP credentials for email delivery" }, "typeVersion": 1 }, { "id": "8edda517-e409-4f43-9e0e-05b363dd51ba", "name": "Sticky Note Setup", "type": "n8n-nodes-base.stickyNote", "position": [ 2896, 688 ], "parameters": { "color": 6, "width": 708, "height": 296, "content": "### One-time Setup\nRun once to create the Autype project and payment reminder template document. Copy the returned document ID into the Build Bulk Items node. Then disable these nodes." }, "typeVersion": 1 }, { "id": "8896fde8-7fc4-4e25-a306-ffc9d3f991e1", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ 2624, 1104 ], "parameters": { "color": 7, "width": 248, "height": 444, "content": "### 1. Get Overdue Invoices\nReads all rows from NocoDB where . Columns: \n- customer_name (text)\n- customer_address (text)\n- invoice_number (Number)\n- amount_due (Number)\n- due_date (date YYYY-MM-DD)\n- company_name (text)" }, "typeVersion": 1 }, { "id": "3dffd950-396c-4cd5-917f-8c5579df2b95", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ 2896, 1232 ], "parameters": { "color": 7, "width": 200, "height": 312, "content": "### 2. Build Bulk Items\nMaps NocoDB rows to Autype variable sets. Calculates from vs. today. Sets the document ID." }, "typeVersion": 1 }, { "id": "67588e30-a21c-4e9d-a9e9-9bac1ac04d4b", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ 3120, 1232 ], "parameters": { "color": 7, "width": 216, "height": 312, "content": "### 3. Bulk Render\nSends all variable sets in one request. Downloads the output as a ZIP archive containing one PDF per invoice." }, "typeVersion": 1 }, { "id": "f9cd7ce9-10f8-4523-98a2-c9dcb1ecf0d1", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ 3360, 1232 ], "parameters": { "color": 7, "width": 248, "height": 312, "content": "### 4. Send ZIP via Email\nEmails the ZIP to a printer service, accounting team, or archive mailbox via SMTP." }, "typeVersion": 1 } ], "active": false, "settings": { "binaryMode": "separate", "executionOrder": "v1" }, "versionId": "a5-v3", "connections": { "Create Project": { "main": [ [ { "node": "Create Document", "type": "main", "index": 0 } ] ] }, "Run Setup Once": { "main": [ [ { "node": "Create Project", "type": "main", "index": 0 } ] ] }, "Weekly Schedule": { "main": [ [ { "node": "Get Overdue Invoices", "type": "main", "index": 0 } ] ] }, "Build Bulk Items": { "main": [ [ { "node": "Bulk Render Payment Reminders", "type": "main", "index": 0 } ] ] }, "Get Overdue Invoices": { "main": [ [ { "node": "Build Bulk Items", "type": "main", "index": 0 } ] ] }, "Bulk Render Payment Reminders": { "main": [ [ { "node": "Send ZIP via Email", "type": "main", "index": 0 } ] ] } } }