142 n8n Finance automations
Every free, copy-paste n8n recipe for Finance. Each one is a ready-to-run AI agent — import the workflow, connect your accounts, and it runs 24/7. No code, no signup.
Browse 142 recipes →
Track Workers' Comp Claim Deadlines So None Get Barred
Workers' comp claims have unforgiving statutory deadlines for filing, appeals and medical evidence. Track every deadline per claim with escalating alerts before the bar.
Automate Wholesale Net-Terms Credit Applications and Checks
Wholesalers extend net terms via slow paper credit applications, delaying orders and risking bad debt. Collect credit applications digitally and run checks before approving terms.
Track Every Wedding Vendor Payment Deadline Automatically
Wedding planners juggle deposit and final-payment deadlines across a dozen vendors per wedding. Track every vendor payment date and remind before each is due.
Track Every Title Search's Document Checklist to Clear-to-Close
Title searches stall when a single lien release or survey goes missing. Track each file's required curative documents and chase every outstanding item to clear-to-close.
Never Let a Termite Bond Lapse — Renew Every Customer on Time
Termite bonds renew annually and lapsed ones are lost recurring revenue plus angry claim-time customers. Track every bond and drive renewals with escalating reminders.
Check Tax Organizers for Completeness Before You Start the Return
Tax preparers start returns only to hit missing W-2s and 1099s, causing rework and delays. Check each client's organizer for completeness against their prior year before beginning.
Keep Contractor Surety Bonds Renewed Before Every Expiry
Contractors need current surety bonds to bid and work, and a lapsed bond kills eligibility. Track every client's bond expiry and drive renewals through the underwriting pipeline early.
Track and Report Diverse Supplier Spend for Compliance and Goals
Companies with supplier diversity commitments struggle to report actual diverse spend accurately. Tag and total spend by supplier diversity status for effortless goal tracking and reporting.
Chase Staffing Timesheet Approvals So Payroll and Invoicing Run
Staffing agencies can't pay temps or invoice clients until timesheets are approved, and chasing approvals is a weekly grind. Automate timesheet collection and approval chasing.
Manage Self-Storage Delinquency Through the Legal Lien Timeline
Self-storage operators must follow strict legal timelines for delinquent unit lien sales, and missteps void the sale. Track each delinquent unit through the required notice and lien-sale timeline.
Require Deposits Only From Repeat No-Show Clients
Blanket deposits annoy loyal clients; no deposits feed serial no-shows. Track no-show history and require deposits only from the repeat offenders.
Prevent Usage-Based Billing Surprises With Threshold Alerts
Usage-based pricing creates bill shock that spikes churn even among happy customers. Alert customers as they approach spend thresholds so the invoice is never a surprise.
Reclaim Unused Software Licenses Across Your Whole Stack
Companies pay for hundreds of software seats employees stopped using months ago. Detect inactive seats across your SaaS tools and prompt reclamation for real savings.
Predict Which Net-Terms Invoices Will Pay Late and Nudge Early
B2B net-terms invoices pay late from predictable customers, hurting cash flow. Score each invoice's late-payment risk from customer history and nudge the risky ones early.
Give Enterprise Customers a Heads-Up Before They Hit an Overage
Surprise overage charges damage enterprise relationships even when contractually valid. Detect accounts trending toward overage and give them a proactive heads-up to upgrade or adjust.
Send Auto-Renewal Notices That Keep Customers and Stay Compliant
Auto-renewing contracts that renew without notice breed chargebacks, churn and legal exposure in some jurisdictions. Send required renewal notices ahead of each auto-renewal.
Clean Up Forgotten Cloud Snapshots Quietly Draining Your Bill
Old volume snapshots accumulate for years, quietly billing storage nobody remembers taking. Find snapshots past your retention policy and flag them for cleanup with savings estimates.
Manage RV Park Long-Stay Renewals Before Sites Turn Over
RV parks lose long-stay revenue and scramble on turnover when renewals aren't managed ahead. Track each long-stay's end date and drive renewals or plan the turnover in time.
Take Deposits on Large Party Bookings — Automatically and Politely
A no-show twelve-top on Saturday is a three-figure loss. Require card deposits on large bookings automatically, with polite framing that regulars accept.
Track Rent-to-Own Payments Toward the Ownership Milestone
Rent-to-own customers lose motivation when ownership feels invisible. Track each customer's payments toward the buyout and show them their progress to keep them paying.
Track Candidate Placement Guarantee Periods to Protect Fees
Recruiting agencies owe fee refunds if placed candidates leave within a guarantee period, and losing track costs money. Track each placement's guarantee window and monitor for early departures.
Never Blow Past a Patient's Authorized Therapy Visit Count
Insurance authorizes 12 visits; visit 13 happens uncounted and unpaid. Track every patient's authorization balance and alert before the limit — with reauth started early.
Alert When Billable Utilization Drops Below Target
Professional services firms discover low billable utilization at month-end when it's already lost. Track utilization in real time and alert managers when it dips below target.
Catch Payroll Anomalies Before the Run, Not After
Payroll errors — a misplaced decimal, a doubled bonus — get discovered after money's out and are painful to claw back. Detect anomalies against history before the payroll run.
Remind Pawn Customers Before Their Loan Matures and Forfeits
Pawn customers forfeit cherished items by forgetting the maturity date, and that's a lost customer plus reputation. Remind customers before maturity so they redeem or extend.
Never Miss a Patent Annuity Payment and Lose the Grant
Patent maintenance annuities fall due on strict schedules across jurisdictions, and one missed payment abandons the patent. Track every annuity deadline with escalating alerts.
Handle Party Rental Damage Deposits With Photo Inspection
Party rental companies dispute damage deposits without documentation of pre-rental condition. Photo-document rental condition out and back to settle deposits fairly and fast.
Send Parking Permit Renewal Notices Before They Lapse
Parking operations lose recurring permit revenue when permit holders forget to renew and just stop paying. Send renewal notices before permits lapse to retain permit holders.
Log IFTA Miles by State Automatically for Quarterly Filing
Owner-operators must track miles by state for IFTA fuel tax, and reconstructing it quarterly is misery. Log each trip's state-by-state miles as you go for a ready quarterly report.
Recover Failed Coaching Payment Plan Installments Gracefully
Online coaches sell high-ticket programs on payment plans and lose revenue to failed installments. Recover failed payments with graceful dunning that keeps the coaching relationship intact.
Release Restricted Donations Only When Their Conditions Are Met
Restricted donations can only be spent when their conditions are satisfied, and tracking that manually invites misuse. Track each restricted fund's release conditions and flag when they're met.
Monitor Daily MCA Remittances and Catch Slowdowns Early
Merchant cash advances repay from daily card sales, and a slowdown signals trouble before a formal default. Monitor each merchant's daily remittance against expectation and flag drops.
Handle Membership Payment Failures With a Grace Period
Membership sites cut access instantly on a failed payment, losing members who'd have happily updated their card. Add a grace period with friendly recovery before restricting access.
Verify Invoices Before Factoring to Cut Fraud and Kickbacks
Factoring companies advance against invoices that sometimes turn out disputed or fictitious. Verify each invoice with the debtor before advancing to cut fraud and chargebacks.
Track Restricted Grant Spending So Every Dollar Stays Compliant
Grant funds carry restrictions where misspending triggers clawbacks and audit findings. Track each grant's restricted categories and flag spending that violates the terms.
Reconcile Your Honor Box Cash Against What Actually Sold
Honor-box farm stands run on trust — but you should still know the gap. Log stock-outs and cash-ins daily and track the honesty rate by day and season.
Spot Struggling Equipment Finance Customers Before They Default
Equipment finance defaults are usually visible weeks early in payment patterns nobody watches. Monitor payment timing per account and flag deteriorating patterns for early workout.
Flag Digital Download Refund Abuse Before It Drains You
Digital product sellers get hit by serial refunders who download then demand their money back. Detect refund-abuse patterns and flag repeat offenders while honoring genuine refunds.
Track Loan Covenant Compliance Across Your Lending Portfolio
Business loans carry financial covenants that borrowers must report on, and missed breaches become losses. Track each loan's covenants and reporting dates, flagging breaches early.
Handle Course Refund Windows and Completion-Gated Guarantees
Course creators offer money-back guarantees that get abused when refunds ignore completion terms. Track each student's refund window and progress against completion-based guarantee terms.
Collect Signed Lien Waivers With Every Progress Payment
Paying subs without collecting lien waivers exposes the property to double-payment claims. Request, track and store the right waiver automatically with each payment.
Track Consignment Inventory Age and Trigger Markdowns or Returns
Consignment inventory that doesn't sell ties up floor space and consignor goodwill. Track each item's age and trigger the agreed markdown schedule or return automatically.
Track Debt Validation and Cure Periods to Stay Compliant
Debt collection is governed by strict validation-notice and dispute windows where a misstep means liability. Track each account's compliance clock and gate collection activity accordingly.
Chase Bookkeeping Clients for Their Receipts Without Nagging Yourself
Bookkeepers can't close the books while clients sit on receipts, and manual chasing is a monthly grind. Detect missing documentation per client and chase it automatically on a schedule.
Catch Bar Pour Cost Creep Before It Drinks Your Profit
Liquor cost creeping from 20% to 26% is silent theft — over-pours, giveaways or worse. Compare weekly usage against sales and alert on variance by category.
Track Gallery Consignment Sales and Artist Payout Splits
Galleries owe artists their split on every consigned sale, and manual tracking breeds disputes and delayed payouts. Track each sale, compute the split and notify the artist automatically.
Report Retainer Hours So Clients See Value and You Get Paid
Retainer clients forget the value they're getting and question the invoice, while unused hours cause rollover disputes. Send a monthly retainer report showing hours used, value delivered and rollover.
Log Stripe Payments from Zapier into a Google Sheets Accounting Ledger
An n8n workflow that receives successful Stripe charges relayed by Zapier, calculates fees and net amount, and appends a clean bookkeeping row to a Google Sheets ledger — giving small businesses a real-time revenue log without paying for accounting software.
Generate a Weekly Cohort Retention Report Automatically
Know if customers are sticking — build a weekly cohort retention report from your usage data and deliver it to the team without touching a spreadsheet formula.
Photograph Receipts Into a Searchable Warranty Vault
The receipt exists — somewhere — but the fridge just broke. Snap every big purchase receipt and AI files it with product, price and warranty expiry into a searchable vault.
Get Alerted the Moment a Supplier Changes Their Prices
An n8n workflow that periodically fetches your suppliers' price lists, compares them to the last known prices, and alerts you to any increases or drops with the exact delta — so cost creep never silently erodes your margins and you can renegotiate or re-price in time.
Automate Three-Way Matching of Supplier Invoices
Stop paying wrong invoices — automatically match each supplier invoice against its purchase order and goods receipt, flagging any discrepancy.
Send Customers a Clear Explanation of Prorated Charges
Prorated charges confuse customers and spark tickets. When a plan change creates a proration, email a plain-English breakdown of the charge.
Sync Paid Stripe Invoices to QuickBooks and Send a Thank-You
When a Stripe invoice is paid, automatically record the payment in QuickBooks and send the customer a warm thank-you email with their receipt.
Recover Failed Payments With a Smart Multi-Step Retry Sequence
When a subscription payment fails, run an intelligent retry-and-reminder sequence over several days to recover revenue before cancelling.
Open a Notion War-Room Page the Instant a Stripe Dispute Is Filed
React to Stripe chargebacks fast — automatically create a Notion page with the dispute details, deadline and a response checklist, and alert your team.
Create an Accounting Invoice for Every Paid Shopify Order Automatically
Manually re-typing Shopify orders into your accounting software is slow and error-prone. This workflow turns every paid order into a properly itemized invoice in QuickBooks (or Xero) — line items, tax and customer matched — the moment payment clears.
Catch Infrastructure Cost Spikes From Usage Anomalies
Avoid bill shock — monitor cloud usage for sudden jumps that will spike your bill and alert engineering before month-end.
Send Customers a Mid-Cycle Usage and Cost Preview
Prevent bill shock on usage-based plans by emailing customers a mid-cycle preview of their usage and projected charge.
Reconcile Usage-Based Billing Against Metered Events
Bill usage accurately — reconcile your app's metered usage events against Stripe billing each period and flag any mismatch before invoicing.
Detect and Limit Repeated Trial Extension Abuse
Some users game free trials with repeated extensions or fresh accounts. Detect the patterns and require payment before granting more time.
Route Suspicious Refund Requests to Manual Review
Balance trust and protection — auto-approve clean refund requests but route ones with fraud signals to a human before processing.
Nudge Customers to Add a Backup Payment Method
Reduce failed renewals — invite customers with only one card on file to add a backup payment method so renewals don't fail on a single expiry.
Validate Customer Tax IDs Before Issuing B2B Invoices
Invoice B2B correctly — validate each business customer's tax ID (like a VAT number) before invoicing so tax is applied right.
Collect PO Numbers From Enterprise Customers Before Invoicing
Get paid without delays — when an enterprise renewal approaches, request the customer's PO number so invoices aren't stuck in their AP process.
Run a Grace-Period Dunning Flow That Keeps Customers Happy
Recover revenue without alienating customers — pair payment retries with friendly, helpful dunning emails and a grace period before restricting access.
Lock Exchange Rates on Multi-Currency Invoices
Protect margins on international invoices by capturing the FX rate at invoice time and flagging invoices where rate swings erode the value.
Reclaim Inactive Paid Seats to Cut Wasted Subscription Cost
Stop paying for empty seats — find paid seats that haven't been used in months and prompt admins to reclaim or reassign them.
Thank Customers Warmly When a Failed Payment Recovers
Turn a payment recovery into a relationship moment by sending a warm thank-you once a previously failed payment finally goes through.
Detect Accidental Double Charges and Refund Them Proactively
Build trust — detect when a customer is charged twice in quick succession, refund the duplicate automatically, and apologize before they notice.
Alert Customers Proactively About Unusual Billing Activity
Build trust by detecting unusual billing on a customer's account — a sudden charge spike — and proactively explaining it before they worry.
Calculate and Notify Affiliates of Their Monthly Payouts
Pay affiliates accurately by calculating each one's qualified conversions and commissions monthly, then sending a clear payout statement.
Send a Daily Sales Close Report to the Owner Each Night
Know your numbers nightly — pull the day's POS sales, tips and covers and send the owner a clean close-of-day summary.
Catch Register Cash Discrepancies the Same Night
Small register discrepancies compound into real losses. Compare each night's counted cash against POS expectations and alert the owner when the drawer doesn't match.
Auto-Generate and Email Recurring Invoices from a Google Sheet
An n8n workflow that reads a Google Sheet of recurring clients, generates each due invoice as a PDF with the right amount and line items, emails it, and marks it sent — so freelancers and agencies bill on time every month without touching invoicing software.
Send an Escalating Rent Reminder Ladder to Tenants
Improve on-time rent by sending a friendly reminder before the due date, then a firmer follow-up if it's late, before any formal notice.
Track Vendor Responses to Your RFQs and Compare Bids
Run cleaner sourcing by sending RFQs, tracking which vendors respond, and compiling their bids into a clear comparison for decision-making.
Reconcile Podcast Ad Spots Delivered Against What Was Sold
Ensure advertisers get what they paid for by reconciling the ad spots actually delivered across episodes against the campaigns sold.
Never Get Charged for a Free Trial You Forgot Again
Free trials quietly become paid subscriptions. Log each trial you start in ten seconds and get warned two days before it converts — cancel or keep, your choice.
Analyze the Margin Impact of Supplier Price Increases
When a supplier raises prices, know the damage immediately. Calculate the margin impact across affected products and flag those now unprofitable.
Send Instant Tax Receipts for Every Nonprofit Donation
Thank donors properly — when a donation comes in, automatically generate a compliant tax receipt PDF and email it with a heartfelt thank-you.
Collect and Chase Mortgage Application Documents Automatically
Mortgage applications stall on missing paperwork. Send applicants a document checklist, track uploads, and chase anything outstanding.
Auto-Generate a Monthly MRR Report as a Google Slides Deck
Pull your Stripe revenue metrics at month-end and build a polished Google Slides report automatically, then email it to leadership.
Double Donations by Flagging Employer Gift-Matching Eligibility
Billions in employer gift-matching go unclaimed yearly. After each donation, check whether the donor's employer matches gifts and send them the simple claim steps.
Reconcile Marketplace Seller Payouts Automatically
Pay sellers correctly — reconcile each period's marketplace sales, fees and refunds per seller and generate accurate payout statements.
Chase Overdue Invoices With Politely Escalating Reminders
Get paid faster — automatically send a sequence of reminders for overdue invoices that grow firmer over time, then flag the account for a call.
Keep Watching Your Hotel's Price After You Book — Rebook and Save
Most hotel bookings are free-cancellation — which means a later price drop is free money. Watch your booked room's rate and get alerted when rebooking saves real cash.
Spot a Water Leak or Power Problem From Your Bill Before It Hurts
A silent leak shows up as a shocking bill two months later. Log each utility bill in seconds and get alerted when usage jumps abnormally versus your seasonal pattern.
Get Alerted the Instant a Budget Category Overspends in Google Sheets
Track spending in a Google Sheet and get a Slack alert the moment any category crosses its monthly budget, so overspending never sneaks up on you.
Compile Emailed Receipts Into a Monthly Expense Report Automatically
Collect receipts that arrive in your inbox all month, extract the details with AI, and generate a tidy monthly expense report ready for reimbursement.
Log Emailed Invoices to QuickBooks Automatically With AI Extraction
Parse invoice PDFs that land in your inbox, extract vendor, amount and date with AI, and create a matching expense in QuickBooks — no manual data entry.
Turn Tracked Hours Into a Client Invoice Automatically
Bill accurately without the admin — pull each client's tracked hours at month-end, generate an invoice, and send it for payment automatically.
See Every Unbilled Hour You're Sitting On, Every Friday
Freelancers quietly lose thousands to hours tracked but never invoiced. Every Friday, get a total of unbilled work per client so nothing slips through.
Send Franchisees a Weekly Performance Digest and Benchmarks
Help franchisees improve by sending each a weekly digest of their sales, key metrics and how they compare to the network average.
Batch Vendor Payments for Approval and Schedule Them
Pay vendors on time and in control — batch due invoices, route the batch for approval, and schedule payments once approved.
Track Tax Filing Deadlines and Assign Prep Tasks
Missing a tax deadline is expensive. Track every filing obligation, assign prep tasks with lead time, and remind owners as dates near.
Audit Recurring Software Subscriptions for Waste
Software spend creeps up quietly. Detect recurring charges, flag duplicates and unused tools, and surface savings for review.
Recover Failed Recurring Donations for Your Nonprofit
Failed recurring donations quietly erode nonprofit income. Detect failures, notify donors gently, and make updating their card effortless.
Remind Customers of Upcoming Installment Payments
Keep payment plans on track by reminding customers a few days before each installment is due, with an easy way to pay.
Drive the Month-End Close With an Automated Checklist
Close the books on time — generate the month-end close checklist, assign each task, and track completion with nudges until everything is done.
Track Invoice Approval SLAs and Escalate Slow Ones
Slow invoice approvals delay payments and strain vendors. Track how long each invoice sits and escalate approvals breaching your SLA.
Chase Employees for Missing Receipts on Card Transactions
Card transactions without receipts create audit headaches. Detect transactions missing a receipt and chase the employee to submit one.
Prevent Duplicate Vendor Payments Before They Go Out
Duplicate payments are costly and hard to recover. Check each payment against recent history and hold likely duplicates for review.
Flag Unmatched Bank Transactions for Daily Reconciliation
Keep books clean by matching daily bank transactions against your ledger and flagging anything unmatched for quick review.
Monitor Customer Credit Limits and Flag Over-Exposure
Protect against bad debt by tracking each customer's outstanding balance against their credit limit and flagging over-exposure.
Track Your Chargeback Win Rate and Improve Your Evidence
Win more disputes by tracking outcomes of every chargeback you contest and identifying which evidence types win most often.
Forecast Cash Runway and Alert When It Gets Short
Never be surprised by cash. Project runway from current balance and burn rate, and alert leadership when it drops below a safe threshold.
Email Customers Before Their Card Expires to Prevent Failed Payments
Reduce involuntary churn by detecting Stripe cards that expire soon and proactively emailing customers a secure link to update their payment method.
Route Expense Requests to the Right Manager for Approval in Slack
An n8n workflow that takes each submitted expense, routes it to the correct approver based on amount and department, and posts interactive Approve/Reject buttons in Slack — so reimbursements get decided in minutes instead of living in an email thread for a week.
Compare Margins of Bundles Versus Single Items Weekly
Know whether your bundles actually make money. Compute weekly margins for bundles versus their standalone items and report which wins.
Auto-Send a Thank-You and Tax Receipt for Every Donation
An n8n workflow that fires when a donation comes in, emails the donor a warm thank-you with a formal tax receipt PDF, and logs the gift — so nonprofits acknowledge every supporter instantly and stay compliant without manual receipting.
Alert on Large Transfers From Watched Crypto Wallets
Stay ahead of the market — monitor specific wallet addresses and alert your team when a large transfer occurs on-chain.
Never Miss a Contract Renewal Again with Automated Reminders
An n8n workflow that reads contract end dates from a Google Sheet and sends the owner a reminder 60, 30 and 7 days before each renewal — so no auto-renewal sneaks through and no revenue contract lapses because a date slipped past everyone.
Notify Consignors When Their Items Sell and Payouts Are Due
Keep consignors happy by notifying them the moment an item sells and tracking their payout balance for a smooth monthly settlement.
Run Appliances When Power Is Cheapest — Get Alerted on Low-Price Hours
On dynamic tariffs, timing the dishwasher saves real money. Pull tomorrow's hourly prices each evening and get told the cheapest windows to run heavy appliances.
Build Your Tax Mileage Log Automatically From Your Calendar
Reconstructing a year of business mileage in April is misery. Detect client visits on your calendar, compute the distance automatically, and keep a tax-ready log.
Get an Instant Heads-Up for Any Large Transaction on Your Accounts
Big charges deserve instant awareness — fraud, double-charges or just a family member's shopping spree. Get a text the moment any transaction exceeds your threshold.
Collect W-9s From New Vendors Before First Payment
Stay tax-compliant — when a new vendor is added, automatically request their W-9 and block payment until the signed form is on file.
Forecast Cash Flow From Outstanding Invoices Weekly
See your cash future — combine outstanding invoices with expected payment timing to forecast weekly cash flow and flag any shortfall early.
Flag Expense Report Violations Before They're Approved
Enforce policy fairly — automatically check each submitted expense against your rules and flag violations for review before reimbursement.
Get a Daily Cash Position Summary Across All Accounts
Start each day knowing your numbers — consolidate balances across your bank and payment accounts into one morning cash summary.
Chase Clients for Tax Documents Ahead of Filing Deadlines
Filing season is chaos when clients are slow. Send each client their document checklist early and chase anything missing as the deadline nears.
Automatically Log Zendrop Shipping Weights to Google Sheets for Cost Analysis
Pull product shipping weight data from Zendrop via API and store it in a Google Sheet so e-commerce managers can analyze shipping costs and optimize product margins. This workflow runs on a schedule and keeps your sheet up to date without any manual exports.
Automatically Log Zendrop Shipping Times into BigQuery for Fulfillment Analytics
This recipe pulls order and shipping data from the Zendrop API and inserts it into a Google BigQuery dataset on a scheduled basis. Data analysts get a continuously updated table of shipping durations ready for reporting and dashboards.
Automatically Post Zendrop Invoices as Xero Expenses — Zero Manual Entry
This recipe pulls new invoices from Zendrop via its API and creates matching expense transactions in Xero automatically. Accountants save hours each week by eliminating copy-paste data entry between the two platforms.
Automatically Log Zendrop Daily Product Costs to Google Sheets
Every day, this workflow pulls product cost data from Zendrop via its API and appends the results to a Google Sheet for easy tracking and reporting. E-commerce managers get a running cost log without any manual data entry.
Automatically Update Shopify Prices Based on Zendrop Product Costs to Protect Your Margins
This recipe fetches your latest product costs from Zendrop via API, calculates a selling price using your target margin, and updates Shopify product prices automatically. Dropshippers never have to manually reprice when supplier costs change.
Get Instant Slack Alerts When Zendrop Product Costs Change
Automatically check your Zendrop product costs on a schedule and send a Slack message the moment a price changes. Never get caught off-guard by a margin-killing cost increase again.
Automatically Log Every PayPal Sale to Google Sheets in Real Time
Every time a PayPal payment completes, this workflow instantly captures the sale details and appends a new row to your Google Sheet. Keep a clean, searchable sales log without manual data entry.
Get Instant Slack Alerts Every Time a Stripe Refund Is Issued
Automatically sends a formatted Slack message to your team whenever a refund is processed in Stripe. Catch revenue leaks and respond to customer issues faster without manually checking your Stripe dashboard.
Automatically Log Every Stripe Payment to Google Sheets in Real Time
Every time a customer pays you via Stripe, this workflow instantly captures the payment details and appends a new row to your Google Sheet. Keep a live, searchable payment log without touching a spreadsheet manually.
Instantly Alert Your Team on Slack When a Stripe Payment Fails
Automatically sends a Slack message to your team channel the moment a Stripe payment fails, giving you real-time visibility into revenue loss. No more manually checking Stripe dashboards — your team gets alerted instantly so you can follow up fast.
Automatically Tag Mailchimp Contacts When QuickBooks Invoice Is Paid
When a QuickBooks invoice is marked as paid, this workflow instantly adds a tag to the matching contact in Mailchimp. Accountants save time and marketing stays perfectly in sync with billing status.
Automatically Save Gmail Attachments to Google Drive for Freelancers
Every time a new email with an attachment arrives in Gmail, this workflow automatically saves the file to a specified Google Drive folder. Freelancers never lose a contract, invoice, or brief again.
Build a Monthly Customer Cohort Retention Report Automatically
Retention is the number that decides whether your store compounds or leaks. This workflow groups customers by the month of their first order and calculates how many came back in each following month — a real cohort table, in Google Sheets, with no analyst required.
Auto-Compile the Evidence Packet the Moment a Chargeback Hits
Winning a chargeback dispute is mostly about assembling proof fast — order details, tracking, delivery confirmation, customer comms. This workflow builds that evidence packet automatically the second a dispute opens, so you respond with a complete case instead of scrambling.
Subscription Audit: a monthly report of every SaaS charge — and which ones you forgot you pay for
An n8n workflow that scans your bank/card notification emails all month for recurring charges, and on the 1st has Claude reconcile them into a subscription report: what you pay, what changed price, what charged twice, and what nobody has logged into since — sent to your inbox.
Snapshot Your Total Shopify Inventory Value Every Week for Cash-Flow Planning
Most merchants have no idea how much cash is tied up in stock until it's a problem. This workflow totals your inventory at cost every week — overall and by product type — and logs it so you can see capital creeping up before it strangles cash flow.
Overdue-Invoice Chaser: firm, polite payment reminders that escalate on schedule
An n8n workflow that scans your invoices sheet every morning, finds what's overdue, and has Claude write the right reminder for the stage — gentle at day 3, firm at day 14, final-notice at day 30 — sent from your Gmail with the invoice attached, and every send logged.
Receipt-Photo Expense Logger: snap it, send it, forget it — bookkeeping from your camera roll
An n8n workflow where you photograph any receipt and send it to your Telegram bot; Claude's vision reads the vendor, date, amount, tax, and category, the photo gets archived to Google Drive, and a clean row lands in your expenses sheet — the shoebox of receipts, retired.
Stop Stacked Discounts From Pushing Shopify Orders Below Margin
A loyalty code, a sale, and free shipping can quietly combine into an order you lose money on. This workflow checks every order's true margin after all discounts and shipping, and flags — or holds — any order that dips below your floor before it ships.
Invoice Attachment Collector: every emailed invoice filed in Drive and logged in a sheet, hands-free
An n8n workflow that catches invoice and receipt emails, uploads the PDF attachments to a tidy Google Drive folder, has Claude pull the vendor, amount, and due date from the email, and appends one row per invoice to your bookkeeping sheet.