Stripe → Brevo welcome email

The workflow JSON

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{
  "id": "krCtlHDssldDicnv",
  "meta": {
    "templateCredsSetupCompleted": true
  },
  "name": "Smart Invoice Followup System",
  "tags": [],
  "nodes": [
    {
      "id": "sticky-note-1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        180,
        -100
      ],
      "parameters": {
        "width": 350,
        "height": 180,
        "content": "## \ud83d\udcca STEP 1: Invoice Data Collection\n\nThis workflow monitors overdue invoices from Google Sheets:\n\n1. **Get Rows**: Pulls invoice data from your tracking spreadsheet\n2. **Edit Fields**: Calculates days since invoice was sent using date difference\n3. **Filter**: Only processes invoices that are 7, 14, 21, or 28 days overdue\n\n**Setup**: Your Google Sheet needs columns for Date Sent, Client Name, Email, and Invoice ID"
      },
      "typeVersion": 1
    },
    {
      "id": "sticky-note-2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        850,
        -150
      ],
      "parameters": {
        "width": 380,
        "height": 200,
        "content": "## \ud83d\udd0d STEP 2: Email History Intelligence\n\nPrevents sending follow-ups at inappropriate times:\n\n1. **Loop Over Items**: Processes each overdue invoice individually\n2. **Gmail Get Messages**: Retrieves recent email history with each client\n3. **Aggregate**: Combines email threads for AI analysis\n4. **Edit Fields**: Formats conversation data with timestamps\n\n**Key**: This step ensures you don't send follow-ups too soon after recent communication"
      },
      "typeVersion": 1
    },
    {
      "id": "sticky-note-3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1500,
        -170
      ],
      "parameters": {
        "width": 400,
        "height": 220,
        "content": "## \ud83e\udde0 STEP 3: AI-Powered Follow-up Generation\n\nCreates intelligent, context-aware follow-up emails:\n\n**OpenAI Processing:**\n\u2022 Analyzes conversation history to determine if follow-up is appropriate\n\u2022 Selects template based on days overdue (7, 14, 21, 28-day intervals)\n\u2022 Customizes message tone from gentle reminders to more urgent requests\n\u2022 Returns verdict (true/false) and personalized email content\n\n**Templates**: 4 escalating follow-up templates with increasing urgency"
      },
      "typeVersion": 1
    },
    {
      "id": "sticky-note-4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2100,
        -150
      ],
      "parameters": {
        "width": 380,
        "height": 200,
        "content": "## \ud83d\udce7 STEP 4: Automated Email Delivery\n\nSends personalized follow-ups automatically:\n\n1. **Filter**: Only proceeds with emails that AI approved (verdict = true)\n2. **Gmail Draft/Send**: Creates professional follow-up emails with:\n   \u2022 Personalized subject lines\n   \u2022 Context-aware messaging\n   \u2022 Appropriate urgency level\n   \u2022 Professional but friendly tone\n\n**Result**: Clients receive timely, intelligent follow-ups that feel personally written"
      },
      "typeVersion": 1
    },
    {
      "id": "dd5aa5ef-6970-448a-9a2e-3c2851eb0da7",
      "name": "When clicking \u2018Execute workflow\u2019",
      "type": "n8n-nodes-base.manualTrigger",
      "position": [
        -40,
        20
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "949f0ab9-a966-4120-abe9-1d9ff44fa2b9",
      "name": "Google Sheets",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        220,
        150
      ],
      "parameters": {
        "options": {},
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "gid=0",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1oPx-jSljqW1YVpojZ9zPa10H7MoiQERIdrFESS6lUqo/edit#gid=0",
          "cachedResultName": "Sheet1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1oPx-jSljqW1YVpojZ9zPa10H7MoiQERIdrFESS6lUqo",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1oPx-jSljqW1YVpojZ9zPa10H7MoiQERIdrFESS6lUqo/edit?usp=drivesdk",
          "cachedResultName": "Smart Invoice System Example"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 4.6
    },
    {
      "id": "2de0297d-3ab6-432a-a096-1e028b8bbf4c",
      "name": "Edit Fields",
      "type": "n8n-nodes-base.set",
      "position": [
        440,
        150
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "c09a2d8d-29ed-45c9-a8fa-00bfcb913378",
              "name": "daysSinceSent",
              "type": "number",
              "value": "={{ $now.diffTo($json['Date Sent'], 'days').round() }}"
            },
            {
              "id": "07206597-825a-4b32-b37e-a7d801985f07",
              "name": "email",
              "type": "string",
              "value": "={{ $json.Email }}"
            },
            {
              "id": "66deeae3-de18-4b47-8cb0-48f6b0b7aa49",
              "name": "firstName",
              "type": "string",
              "value": "={{ $json[\"Client Name\"].split(\" \")[0] }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "974084da-f66e-4d79-953e-7eef1a00aace",
      "name": "Filter",
      "type": "n8n-nodes-base.filter",
      "position": [
        660,
        150
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "or",
          "conditions": [
            {
              "id": "d181237f-cfbe-458a-8d55-979db05e73f4",
              "operator": {
                "type": "number",
                "operation": "equals"
              },
              "leftValue": "={{ $json.daysSinceSent }}",
              "rightValue": 7
            },
            {
              "id": "97436f9c-bd1d-4b55-a13f-0db6d6413ac0",
              "operator": {
                "type": "number",
                "operation": "equals"
              },
              "leftValue": "={{ $json.daysSinceSent }}",
              "rightValue": 14
            },
            {
              "id": "2547e0b3-5774-4595-ab7c-11014e9326f4",
              "operator": {
                "type": "number",
                "operation": "equals"
              },
              "leftValue": "={{ $json.daysSinceSent }}",
              "rightValue": 21
            },
            {
              "id": "4e3f0df8-bb44-4c1f-a24d-4f6a1b6164d5",
              "operator": {
                "type": "number",
                "operation": "equals"
              },
              "leftValue": "={{ $json.daysSinceSent }}",
              "rightValue": 28
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "00175045-bccf-4f26-bf07-296d3d73e219",
      "name": "Loop Over Items",
      "type": "n8n-nodes-base.splitInBatches",
      "position": [
        880,
        150
      ],
      "parameters": {
        "options": {}
      },
      "typeVersion": 3
    },
    {
      "id": "ed7af6f0-3b03-4a0e-bfe8-b5550a5a8b28",
      "name": "Gmail",
      "type": "n8n-nodes-base.gmail",
      "position": [
        1100,
        75
      ],
      "parameters": {
        "limit": 10,
        "simple": false,
        "filters": {
          "q": "=from:{{ $json.email }} OR to:{{ $json.email }}"
        },
        "options": {},
        "operation": "getAll"
      },
      "credentials": {
        "gmailOAuth2": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "e432f02f-7135-4133-bc2d-b3f6ca3cc11e",
      "name": "Aggregate",
      "type": "n8n-nodes-base.aggregate",
      "position": [
        1320,
        75
      ],
      "parameters": {
        "options": {
          "mergeLists": true
        },
        "fieldsToAggregate": {
          "fieldToAggregate": [
            {
              "fieldToAggregate": "text"
            },
            {
              "fieldToAggregate": "headers.date"
            }
          ]
        }
      },
      "typeVersion": 1
    },
    {
      "id": "3ec2726d-4165-4960-8241-2b783bb98303",
      "name": "OpenAI",
      "type": "@n8n/n8n-nodes-langchain.openAi",
      "position": [
        1760,
        80
      ],
      "parameters": {
        "modelId": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1",
          "cachedResultName": "GPT-4.1"
        },
        "options": {
          "temperature": 0.7
        },
        "messages": {
          "values": [
            {
              "role": "system",
              "content": "You're a helpful, intelligent administrative assistant. You help me follow up with emails."
            },
            {
              "content": "=I am following up with overdue invoices by sending a series of templated emails. Your task is to read through a conversation history between me and the prospect and determine whether I can send the email as-is, or if there are some changes I need to make to the template.\n\nHere is the template:\n\n`\n{{ \n  $if(\n    $('Loop Over Items').item.json.daysSinceSent === 7, $json.followUpTemplateArray[0],\n    $if(\n      $('Loop Over Items').item.json.daysSinceSent === 14, $json.followUpTemplateArray[1],\n      $if(\n        $('Loop Over Items').item.json.daysSinceSent === 21, $json.followUpTemplateArray[2],\n        $if(\n          $('Loop Over Items').item.json.daysSinceSent === 28, $json.followUpTemplateArray[3],\n          null\n        )\n      )\n    )\n  ) \n}}`\n\nYou'll return your answer in JSON using this format:\n\n{\"verdict\":\"true or false\",\"emailTemplate\":\"modified email template with \\n in place of newlines\"}\n\nRules:\n- If we sent or received an email discussing the invoice in the last 72 hours, do not follow up. This would be annoying. If this occurs, just skip and return \"false\" for verdict.\n- If we did not send an email discussing the invoice in the last 72 hours, return \"true\" for verdict.\n- If we've discussed something that materially makes the followup seem strange (i.e repeats the same information, or says something out of context), modify the template to accommodate for this. Do not modify the template unless it's necessary to maintain a cohesive conversation.\n\nCurrent date:\n{{ $now }}\n\nConversation history:\n{{ $json.textWithDate }}"
            }
          ]
        },
        "jsonOutput": true
      },
      "credentials": {
        "openAiApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1.8
    },
    {
      "id": "18090468-75ce-45ee-94d3-4c2630bfeea8",
      "name": "Edit Fields1",
      "type": "n8n-nodes-base.set",
      "position": [
        1540,
        75
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "b55b50fb-0d38-456d-b19c-0d8b3953487a",
              "name": "textWithDate",
              "type": "string",
              "value": "={{ $json.text.map((item,index) => $json.date[index] + '\\n' + item ) }}"
            },
            {
              "id": "84ec4118-bbec-4417-bf5a-c994fad40f3b",
              "name": "followUpTemplateArray",
              "type": "array",
              "value": "=[\"Hey {{ $('Loop Over Items').item.json.firstName }},\\n\\nHope you're well. Just checking in on that invoice I sent you earlier. Let me know if you need anything.\\n\\nThanks,\\nNick\",\"Hi {{ $('Loop Over Items').item.json.firstName }},\\n\\nFollowing up about the invoice. Am here to help if anything is unclear\u2014shout anytime.\\n\\nThanks,\\nNick\",\"Hey {{ $('Loop Over Items').item.json.firstName }},\\n\\nThought I'd send another ping re: my last invoice. Let me know!\\n\\nBest,\\nNick\",\"Hi {{ $('Loop Over Items').item.json.firstName }},\\n\\nI know it's been a while since that last invoice, and it's not my intention to bother\u2014just want to follow up and make sure I can close this out. Let me know if there's anything I can do to help.\\n\\nBest,\\nNick\"]"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "97fc0856-b9f9-4017-90bc-0d697261b997",
      "name": "Filter1",
      "type": "n8n-nodes-base.filter",
      "position": [
        2136,
        75
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "404354e4-5fb9-4cda-a033-176cf6d1ce45",
              "operator": {
                "name": "filter.operator.equals",
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "={{ $json.message.content.verdict }}",
              "rightValue": "true"
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "835c5f4c-19cd-4942-81bd-9f1c3bd4396a",
      "name": "Gmail1",
      "type": "n8n-nodes-base.gmail",
      "position": [
        2356,
        150
      ],
      "parameters": {
        "message": "={{ $json.message.content.emailTemplate }}",
        "options": {
          "sendTo": "={{ $('Loop Over Items').item.json.email }}"
        },
        "subject": "=Re: Invoice for {{ $('Loop Over Items').item.json.firstName }}",
        "resource": "draft"
      },
      "credentials": {
        "gmailOAuth2": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "9a82e86c-1988-4423-b2f7-8e42c447defb",
      "name": "Schedule Trigger",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        -40,
        320
      ],
      "parameters": {
        "rule": {
          "interval": [
            {}
          ]
        }
      },
      "typeVersion": 1.2
    }
  ],
  "active": false,
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "a947a103-56ce-43e6-a647-1eeab4c72a58",
  "connections": {
    "Gmail": {
      "main": [
        [
          {
            "node": "Aggregate",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Filter": {
      "main": [
        [
          {
            "node": "Loop Over Items",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Gmail1": {
      "main": [
        [
          {
            "node": "Loop Over Items",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI": {
      "main": [
        [
          {
            "node": "Filter1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Filter1": {
      "main": [
        [
          {
            "node": "Gmail1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Aggregate": {
      "main": [
        [
          {
            "node": "Edit Fields1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Edit Fields": {
      "main": [
        [
          {
            "node": "Filter",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Edit Fields1": {
      "main": [
        [
          {
            "node": "OpenAI",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Google Sheets": {
      "main": [
        [
          {
            "node": "Edit Fields",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Loop Over Items": {
      "main": [
        [],
        [
          {
            "node": "Gmail",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Schedule Trigger": {
      "main": [
        [
          {
            "node": "Google Sheets",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "When clicking \u2018Execute workflow\u2019": {
      "main": [
        [
          {
            "node": "Google Sheets",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}

Credentials you'll need

Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.

• gmailOAuth2
• googleSheetsOAuth2Api
• openAiApi

About this workflow

Categories: Financial Automation, AI Business Tools, Cash Flow Management

Source: https://n8n.io/workflows/5391/ — original creator credit. Request a take-down →

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