10 essential workflows for autónomos
Less admin. More client work. Ten workflows that connect your website, your invoicing tool and your gestoría, ready for certified invoicing in 2027, while you keep every decision that matters.
- 17 pages
- 2027 edition
- Human approval built in
In this playbook you will:
- Quote and invoice without retyping, with a VeriFactu-certified tool
- Receipts read and filed as they arrive, not at the end of the quarter
- Hand your gestoría a clean quarter pack a week before the deadline
Ten workflows, from first enquiry to the quarter pack
Each workflow hands its result to the next, around one shared ledger. For every one you get the trigger, the steps, example tools and the point where you stay in control.
Win clients 01–03
- 01
Lead capture with consent
Every enquiry from your website lands in one list, with its source and the privacy consent recorded.
- 02
First reply in the client's language
A quick, correct acknowledgement in English, Spanish or French, and a short prep for the call.
- 03
Quote from your own price list
A clear quote in minutes, with lines from your catalogue and VAT and IRPF computed for you.
Invoice and get paid 04–06
- 04
Certified invoice from the accepted quote
When the client accepts, your VeriFactu-certified tool issues the invoice after your OK.
- 05
Payment matched to the invoice
Card payments matched to the right invoice automatically, anything odd comes to you.
- 06
Payment reminders you approve
Polite reminders go out on time, so you stop chasing payments in the evening.
Taxes and gestoría 07–10
- 07
Receipts read and filed
Every ticket, PDF and photo is read, checked and filed by quarter as it arrives.
- 08
The quarter ready for your gestoría
A week before the deadline, your gestoría receives a clean pack for models 303 and 130.
- 09
Tax calendar reminders
303 and 130 every quarter, 390 and 347 once a year, and the VeriFactu date.
- 10
Contribution tramo check
Each month, see whether the tramo you pay still matches your real net income.
Every workflow on one clear page
The trigger, the steps in order, the tools you need and the moment a human approves. Read it once, then build it.
Get the 10 workflowsInvoice the moment the client says yes
- Trigger: quote acceptedOnline form with the access code
- Everything checkedReference, code, email, expiry and tax ID
- You approve the invoiceNothing is issued without your OK
- Your certified software issues itIts own numbering, ledger updated for your gestoría
- n8n
- Google Sheets
- Your VeriFactu invoicing tool
- Stripe
Made for autónomos in Spain who'd rather do the work
Freelancers and consultants
Quotes, invoices and reminders that run on time, with VAT and IRPF computed for you.
Expats working as autónomos
Replies in your client's language and a quarter pack your gestoría can file without chasing you.
Small studios and coaches
Receipts, payments and tax dates handled the same way every month, without the end-of-quarter rush.