Generate invoice PDFs from Google Sheets with DocuPotion and Drive

Automatically generate an Invoice PDF from Google Sheets data with DocuPotion

How it works

This workflow automatically generates a branded PDF invoice from data in Google Sheets and saves it to Google Drive. No manual document editing required.

It's triggered when you update the status column of any row in your invoices sheet to Active. From there it:

1. Fetches all line items for that invoice from a separate "line items" tab (matched by invoicenumber) 2. Aggregates the line items and calculates the total 3. Generates a PDF using your DocuPotion invoice template, with customer details and line items merged in 4. Uploads the PDF to your Google Drive, named Invoice-{invoicenumber}.pdf 5. Writes the PDF link back to the invoice row and updates its status to Sent

The workflow loops over invoices, so you can flip multiple rows to Active at once and each will be processed independently. Polling runs every minute (but you can change this to whatever frequency you want).

What you'll need

- A Google account (Sheets + Drive) - A [DocuPotion](https://docupotion.com) account with an invoice template configured - The DocuPotion community node installed in your n8n instance