Invoice generation that runs itself. When you mark an Airtable invoice record as 'Ready to Send,' this workflow formats the data (client name, line items, tax, total, due date), builds a professional branded HTML invoice, converts it to PDF, saves it to Google Drive, emails it to the client, and updates Airtable with the sent timestamp. The HTML template is fully customizable with your logo, brand colors, and payment terms. Perfect for freelancers, agencies, and small businesses managing invoices in Airtable who want to look professional at scale.
Airtable trigger fires when invoice status changes to 'Ready to Send'
HTML node generates branded invoice with logo, line items, tax, total
HTML-to-PDF node renders professional invoice document
Saves PDF to Drive, emails client, updates Airtable to 'Sent'
Get this template and start automating in 25-30 min. One-time purchase, lifetime access.
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