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GratitudeBot: Donor Thank-You & Tax Receipts

GratitudeBot: Donor Thank-You & Tax Receipts ships as a ready-to-import n8n automation package: load the bundled workflow JSON, connect the credentials listed on this page, and activate it on self-hosted n8n or n8n Cloud.

Thank every donor the same day and send a compliant tax receipt automatically — AI-personalised acknowledgments from your donations sheet, plus year-end giving statements, with no mail merge.

  • Acknowledge every new gift the same day with a warm, AI-personalised thank-you in your organization's voice
  • Send a proper written tax receipt on every acknowledgment: organization, EIN, gift date, amount, designation and deductible amount
  • Handle gala tickets and auction gifts correctly with automatic quid-pro-quo wording and a reduced deductible amount
  • Email each donor a year-end giving statement on the date you choose, itemised by gift with totals
  • Never thank a donor twice: the sheet is marked and the gift logged only after the receipt actually sends
  • Skip unusable rows quietly instead of mailing them, so a missing email or a bad date never reaches a donor
  • Run everything from the donations spreadsheet you already keep — no donor CRM subscription needed
Google SheetsOpenAISMTP
n8n / workflow / donor-thank-you-receiptsActual workflow — not a mockup
Daily Donation Sweep — Schedule TriggerDaily Donation Swe…SCHEDULE TRIGGERConfig — SetConfigSETFetch Donations — Google SheetsFetch DonationsGOOGLE SHEETSFind New Donations — CodeFind New DonationsCODEDraft Thank-You (AI) — OpenAIDraft Thank-You (A…OPENAIBuild Receipt Email — CodeBuild Receipt EmailCODESend Receipt — Send EmailSend ReceiptSEND EMAILConfirm Receipt Sends — CodeConfirm Receipt Se…CODEReceipt Sent? — IFReceipt Sent?IFMark Acknowledged — Google SheetsMark AcknowledgedGOOGLE SHEETSRecord Acknowledged — CodeRecord AcknowledgedCODEBuild Year-End Statements — CodeBuild Year-End Sta…CODESend Year-End Statement — Send EmailSend Year-End Stat…SEND EMAILRecord Statements Sent — CodeRecord Statements …CODE
14 nodes · 13 connections · 1 trigger · 2 in-canvas notesExported from the workflow file you receive — scroll sideways to follow the full path.
One-time
$15
~10 min
setup time

Setup Serviceoptional live install and test. Choose your tier at checkout (not tied to this template's price).

Instant download after payment
Refund as per the Refund Policy for downloadable templates.
Email Support · 24h SLA
Lifetime updates

APIs required
Google SheetsOpenAISMTP
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How it works

Workflow summary

One workflow handles everything end-to-end.

  1. 1Runs every morning on a schedule in your timezone
  2. 2Reads every gift from the donations Google Sheet you already keep
  3. 3Picks out the gifts that have not been acknowledged yet and ignores rows with no email, no amount or an impossible date
  4. 4AI writes a warm, personal thank-you paragraph for each donor in your organization's voice
  5. 5Emails the donor a same-day acknowledgment with a full tax receipt: organization, EIN, gift date, amount, designation and the deductible amount, switching to quid-pro-quo wording when the donor received goods or services
  6. 6Marks the gift acknowledged in the sheet and records it, so no donor is ever thanked twice and a failed send is retried tomorrow
  7. 7On your chosen year-end date, emails each donor a giving statement listing every gift of that tax year with totals
Deliverables

What's included with your purchase

Every checkout includes the same practical package so you are never hunting for missing files mid-setup.

  • 01Workflow JSON exports ready to import into your n8n workspace (self-hosted or n8n Cloud).
  • 02Step-by-step guide that walks credential creation, node-by-node checks, and activation.
  • 03Credential checklist for Google Sheets, OpenAI, SMTP. Email support@n8ntemplatestore.com if you get stuck — replies within 24 hours (SLA).
  • 04Perpetual (lifetime) use license Your one-time purchase includes an ongoing right to use this template package on n8n instances you control for your own automation — not for resale or public redistribution of the files as a product. Terms & conditions.
  • 05We keep the copyright Workflow JSON, guides, screenshots, and bundled assets stay our copyrighted works (or our licensors'). Payment grants the limited license in our Terms only — it does not transfer ownership.

Need a second opinion before buying? Compare the full catalog, browse more Finance templates, see how n8n compares to Zapier and Make, or read the support policies.

Setup

Three steps to a running n8n automation

01

Import the workflow into n8n

02

Paste your API keys into the credentials panel

03

Press ‘activate’ — you’ll get your first report tomorrow morning

Support

Need help setting up this n8n template?

Beginner-friendly guidance is included. Our support team will help you if you get stuck — email support@n8ntemplatestore.com or visit support.

Email support
Replies within 24 hours (SLA)
Contact
Setup Service4 tiers — your choice
Optional live session — we install, configure, and test on a screen share. Add Setup Serviceat checkout and pick any tier; pricing is not tied to this template's list price.
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FAQ

About this template

How long does it take to set up GratitudeBot: Donor Thank-You & Tax Receipts?
Most people finish in minutes following the guide. If you’ve never used n8n before, budget an hour — the first workflow is always the slowest.
What if I get stuck?
Email support@n8ntemplatestore.com. Free basic support is included with every purchase, and you’ll get a reply from our team within 24 hours. If setup needs more than email, we can schedule a call.
Do I need to pay for Google Sheets?
API costs are separate and go directly to the provider — typically a few dollars a month at most for a solo business. Full breakdown is in the setup guide.
Can I customize the workflow?
Yes, completely. You own the .json — edit nodes, swap in your own prompts, re-wire the logic. Our support team can help you plan customizations over email.
What if it doesn’t work for me?
Refunds are issued only as described in our Refund Policy (https://n8ntemplatestore.com/refund-policy). Or add Setup Service at checkout for a live install and test session — pick any tier you prefer.