Automated Invoice Generator from Google Sheets to Google Docs

This workflow automates invoice creation using Google Sheets for structured input and Google Docs for templated output — all built inside n8n.

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🛠️ Step-by-Step Instructions

### Step 1: Manual Trigger

Start the workflow manually for testing or development purposes.

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### 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.

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### 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.

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### 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.

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### Step 5: Merge — Combine Data

Merges the loaded document and spreadsheet row together for downstream updates.

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### 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.

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### 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

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📤 Final Output

Each row from the Google Sheet results in a completed, branded Google Doc invoice stored in your Drive.

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🙋 Need Help?

Robert Breen
Automation Consultant
🌐 ynteractive.com
📧 [email protected]
🔗 LinkedIn

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🔒 Required APIs

Service	Purpose
Google Sheets API	Pull structured invoice data
Google Docs API	Load & modify invoice documents
n8n OAuth2	Connect both services securely

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