Five workflow files for the jobs that eat an SME's week. Each one was import-tested on n8n 2.40 and run against sample data, including the awkward cases, before it went up. No credentials or personal data inside.
Reminders at 7, 14 and 30 days, firmer each time, owner copied on the last, never twice per stage, and a morning summary of who was chased. Invoices with HOLD in the reference are skipped.
Reads PDF bills from a mailbox, extracts the fields with AI, checks the totals and GST, and logs them. Anything that doesn't add up, scanned PDFs and duplicates go to a person. Nothing is approved for payment automatically.
One email on weekday mornings: invoiced and received yesterday (Monday covers the weekend), overdue by age band, and the five biggest debtors.
Cleans +65 phone numbers, removes duplicates, logs the lead, replies to the enquirer within a minute and hands it to the next salesperson in turn.
Order messages from known customers are matched to your product codes, logged and confirmed on WhatsApp. Unknown numbers and unclear messages go to staff.
Prefer a shared team inbox without setting up Meta yourself? WATI connects your number for you.
Some links on The Gantry are affiliate links; if you sign up through them, The Gantry may earn a commission at no extra cost to you. The workflows are provided as-is: test with your own data before relying on them.