Bulk generate payment reminder PDFs from NocoDB with Autype

!Screenshot.png(fileId:4680) ⚠️ Important: This workflow uses the Autype community node and requires a self-hosted n8n instance. This workflow reads overdue invoices from a NocoDB database, generates a personalized payment reminder PDF for each record using the Autype Bulk Render API, and sends the resulting ZIP archive by email via SMTP. Days overdue are calculated automatically from the due date at runtime. Supported output formats: PDF, DOCX (Word), ODT. Who is this for? Finance teams, accounting departments, and developers who want to automate recurring document generation from database records. Good fit for payment reminders, invoices, collection letters, dunning notices, or any business correspondence that goes out in batches. What this workflow does It reads all overdue invoices from a NocoDB table, maps each row to a set of document variables, and sends everything to the Autype Bulk Render API in a single batch request. The result is a ZIP archive with one PDF per invoice, which gets sent by email via SMTP on a weekly schedule. The included payment reminder template includes: - Company logo in the header, page numbers in the footer - Customer name and full address block - Invoice details table with USD amounts - Styled table with alternating row colors - Automatic date insertion via {{date/DD.MM.YYYY}} - Days overdue calculated at runtime from duedate (no separate DB column needed) There is also a one-time setup flow (orange sticky note) that creates the Autype project and document template via API. NocoDB Table Structure Create a table called Overdue Invoices with the following columns: | Column | Type | Example | |---|---|---| | customername | Text | Jane Smith | | customeraddress | Text | 742 Evergreen Terrace, Springfield, IL 62704 | | invoicenumber | Text | INV-2026-0042 | | amountdue | Number | 1,250.00 | | duedate | Date | 2026-02-15 | | companyname | Text | TechStart Inc. | > daysoverdue is not stored in the database. The workflow calculates it from duedate at runtime. Amounts are rendered in USD. Change the template if you need a different currency. Test Data Use these two sample records to test the workflow: Record 1: | Column | Value | |---|---| | customername | Jane Smith | | customeraddress | 742 Evergreen Terrace, Springfield, IL 62704 | | invoicenumber | INV-2026-0042 | | amountdue | 1250.00 | | duedate | 2026-02-01 | | companyname | TechStart Inc. | Record 2: | Column | Value | |---|---| | customername | Robert Chen | | customeraddress | 88 Innovation Drive, Suite 400, Austin, TX 73301 | | invoicenumber | INV-2026-0078 | | amountdue | 3480.50 | | duedate | 2026-01-15 | | companyname | DataFlow GmbH | How it works One-time setup (run once, then disable): 1. Run Setup Once — triggers the setup flow manually. 2. Create Project — creates an Autype project named "Payment Reminders". 3. Create Document — creates the payment reminder template and returns the document ID. Main flow (weekly): 4. Weekly Schedule — runs every Monday by default. 5. Get Overdue Invoices — fetches all NocoDB rows where duedate < today. 6. Build Bulk Items — maps rows to Autype variable sets and calculates daysOverdue from duedate. 7. Bulk Render Payment Reminders — sends all items in one API call, waits for completion, downloads the ZIP. 8. Send ZIP via Email — sends the ZIP via SMTP to a print service, accounting inbox, or document archive. Setup 1. Install n8n-nodes-autype via Settings → Community Nodes (self-hosted n8n only). 2. Get your API key at app.autype.com → API Keys. 3. Add an Autype API credential in n8n and update YOURCREDENTIALID in each Autype node. 4. Set up a NocoDB instance and create the "Overdue Invoices" table with the columns listed above. Add NocoDB API credentials in n8n. 5. Configure SMTP credentials in n8n for email delivery. 6. Run the one-time setup: Click Run Setup Once, then copy the document id from the Create Document output and paste it into the Build Bulk Items code node (replace YOURDOCUMENTID