Make AI Invoicing Automation Blueprint: Notion x Email x ChatGPT

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This is an exported blueprint for a Make automation that can allow you to generate an invoice from a Notion CRM or Project Manager & Draft emails to a client.

I've suggested $5 for the 'pay what you feel' amount if you can support my work - please do. ๐Ÿ™

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Please note I demo this build on this YouTube video: https://youtu.be/MCZtVN-XbJU but we are unable to offer support in adapting this to your own needs. I hope it helps thou!

The Blueprint can be imported into make.com as a scenario, but you will need to workout for yourself how to adapt it to your own Notion databases or workflow.

You can Sign up to Make with 10,000 operations free here: https://tinyurl.com/mhj64tjf

The automation does the following:

  • Watches A Notion Database For a Trigger Tag Being updated.

  • Draws client and invoicing data from that database and adds it to a Google Docs Invoice Template.

  • Drafts an email to notify you it is done

  • Uses Chat GPT to draft a summary of the project and share the invoice with the client as a Link to the Google Doc to download as a PDF

Included:

  • Make Automation Blueprint

  • PDF with the HTML for the email outputs

  • Gif Demo of how .json to import a blueprint to Make.com

  • Mock Up Invoice Template

Thanks,

Simon

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