Monthly Invoice Automation for Customer Success
A no-code automation that matches customer invoices to accounts, emails them out with the right attachments, flags overdue payments, and reports back on what it did — without touching any company back
This was built for a Customer Success role managing a growing list of B2B accounts, where sending monthly invoices meant manually matching PDF files to companies and writing near-identical emails by hand. I described the constraint upfront — no access to company backend systems — and worked through the logic together: match invoices to accounts by ID, skip anything already sent that month, flag accounts with two or more unpaid months, and email a plain-language summary after each run. The AI wrote the matching logic, built the n8n workflow node by node, and generated realistic sample data to test against. I made the calls on what counted as "AI" versus plain automation, which fields mattered for the business logic, and where a human review step was worth keeping versus where full automation was safe.