Creating Documents from Templates: Automating Invoice Generation

Challenge

Processing orders manually can be slow and prone to errors. When orders arrive via email or PDF, extracting the right information and formatting invoices correctly takes time.

Solution

To streamline the order-to-invoice process, I implemented an automated workflow using n8n , a versatile workflow automation tool. The solution begins by extracting order details—such as product names, quantities, prices, and customer information—from emails or PDFs using carefully crafted Regex patterns and JavaScript code. This data is then seamlessly integrated into a customized Google Docs invoice template, designed to match the client’s branding and formatting preferences. Once the invoice is populated with the extracted data, the workflow automatically sends it to the preparation center via email, ensuring fast and accurate communication. By automating these repetitive tasks, the solution eliminates manual effort, reduces errors, and ensures consistency in invoice generation.

Result

This automation significantly reduces the time spent on order management. By removing manual data entry, the risk of errors is minimized, and businesses can focus on fulfilling orders rather than processing paperwork. The system also improves workflow efficiency, making it easy to scale as order volume grows.