Communication
Generate and Email Custom Documents Automatically
8 nodes
108
87
Automatic trigger
Workflow Description
A manually triggered workflow that retrieves customer data from your database, generates personalized documents using templates, and sends them via email instantly without manual intervention for each recipient.
How it works
- 1.Trigger the workflow manually when needed
- 2.Fetch customer records from the data store
- 3.Process and format data according to document requirements
- 4.Generate customized documents from templates
- 5.Send generated documents via email to specified recipients
Use cases
- Generate invoices or proposals and email them automatically to clients
- Create monthly reports or certificates and distribute to multiple employees
- Produce personalized contracts or compliance documents with customer details
Requirements
- Active connection to your customer database configured
- Document templates set up in the Document Generator
- Email account with proper authentication and sending permissions
Service Value
Ideal as a smart automation service combining integrations and AI to produce ready-to-use results.
Apps Used
N8N Training Customer Datastore
Document Generator
Email Send
Details
Trigger
Automatic trigger
Nodes
8
Apps
3
Views
108
Downloads
87
How to Use
- 1.Click "Download Template"
- 2.Open your n8n dashboard
- 3.Go to Workflows > Import from File
- 4.Select downloaded file and configure credentials
Nodes Used (8)
On clicking 'execute'
Manual Trigger
Customer Datastore
N8N Training Customer Datastore
Item Lists
Item Lists
One item per template
Document Generator
All items, one template
Document Generator
Add lines
Function Item
Send one TEXT email per item
Email Send
Send one HTML Email per list
Email Send