Automation you can install today.
The same workflows we run ourselves, packaged with a setup guide, sample files and a troubleshooting table.
AI Lead & Invoice Automation Pack for n8n
Stop losing leads. Capture every enquiry, let AI score it, get alerted on the hot ones, follow up automatically, and turn invoices into spreadsheet rows. Five ready-to-import workflows, tested end to end on n8n 2.x.
- 01 Lead capture: website form → Google Sheet → email alert, optional WhatsApp alert
- 02 AI lead qualifier: OpenAI scores each lead 1–10 with a reason and a suggested reply; hot leads trigger an instant email
- 03 Invoice / receipt → Sheet: upload a PDF or photo; vendor, dates, totals and line items extracted, marked "to review"
- 04 Daily lead report in your inbox every morning
- 05 Auto follow-up for leads nobody answered within 24 hours, sent once
Includes Google Sheet templates, a fictional sample invoice and receipt to test with, a 20-minute setup guide and a troubleshooting table built from real setup problems.
You need: n8n (self-hosted or Cloud), a Google account, an email account (SMTP) and an OpenAI API key for 02/03. Honest notes: AI can make mistakes, so invoice rows are marked "to review"; WhatsApp alerts follow Meta's 24-hour rule (explained in the guide).
$29 launch price
Regular price $49. Lifetime updates for version 1.
Get early accessCheckout opens shortly. Leave your email and you get the launch price plus the files the day it goes live.
Add-on: "set it up for me" call, $149.
Doc-to-Data
Upload invoices, receipts and ID documents; get clean Excel or JSON back, with a review screen for anything the AI is unsure about. Built for accountants, small firms and agencies that still type documents in by hand.
- Drag-and-drop upload, PDF or photo
- Field-level confidence and a review queue
- Export to Excel, CSV, JSON or Google Sheets
- Pay per page or a monthly plan
Join the waitlist
We are building this with the first ten users. Join the list and tell us what documents you process; early users get the pilot free.
Join the waitlistProduct questions
Which n8n version do I need?
n8n 1.x or 2.x, self-hosted or n8n Cloud. The pack was tested end to end on self-hosted n8n 2.14.
What accounts do I need?
A Google account (Sheets), an email account with SMTP (Gmail works), and an OpenAI API key for the two AI workflows. You pay OpenAI for usage directly; testing costs cents.
How long does setup take?
About 20 minutes with the guide: import the files, add three credentials, paste your Sheet URL and your email.
Can you set it up for me?
Yes. A one-hour setup call is available as an add-on, and we can adapt the workflows to your CRM or tools as a small project.
Is there a refund policy?
If a workflow does not import or run on a supported n8n version and we cannot fix it with you, you get a full refund.
Need this adapted to your tools?
We connect the pack to your CRM, accounting software or WhatsApp number as a small fixed-price project.