The Challenge

ForgeLink Engineering, a Swiss civil engineering firm, was spending significant time each week manually collecting project data and timesheets, then creating invoices from that data. The process involved copying information between systems, verifying hours, and formatting professional invoices. They needed a streamlined way to generate accurate invoices directly from their existing project management workflow.

The Solution

We built a Teams-driven invoicing automation using n8n as the central orchestrator:

Trigger: A team member sends a project name and timeframe in a designated Teams channel. No form to fill out—just a natural message.

Data Collection: The workflow calls the Zep API to pull detailed timesheet data for the specified project, pulling from SharePoint where project documents are stored.

Invoice Generation: The system generates properly formatted invoices from the collected data and distributes them via email or Teams—keeping everything in tools the team already uses daily.

The Results

Invoice generation went from a painful manual process to a single Teams message. The accounting team generates accurate invoices instantly, and the engineering team stays focused on actual work instead of administrative overhead.