Automate Your Monthly Financial Reporting with AI-Powered Insights
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Streamline your financial reporting process with this automated workflow. It pulls data from Google Sheets, leverages AI for insightful analysis, and delivers a comprehensive monthly report via email.
About This Workflow
Tired of manual financial reporting? This n8n workflow automates the entire process, transforming raw transaction data from Google Sheets into actionable insights. It intelligently filters data for the previous month, uses advanced AI (GPT-4) to analyze income, expenses, and identify key trends, and then delivers a concise, informative report directly to your inbox. Save time, reduce errors, and gain deeper financial understanding to make smarter business decisions.
Key Features
- Automated Data Import: Seamlessly fetches financial transactions from Google Sheets.
- Intelligent Filtering: Isolates data specifically from the previous full month for accurate analysis.
- AI-Driven Insights: Leverages GPT-4 to generate summarized income/expense figures and 3 key financial observations.
- Effortless Delivery: Automatically sends a formatted monthly finance report email with all insights.
How To Use
- Import Workflow: Load this JSON into your n8n instance.
- Configure Google Sheets: Connect your Google account and specify your Sheet ID for transaction data.
- Set up OpenAI: Integrate your OpenAI API key for AI-powered analysis.
- Connect Gmail: Authenticate your Gmail account to send the final report.
- Schedule Trigger: Adjust the schedule (default is monthly) to define when the report runs.
Apps Used
Workflow JSON
{
"id": "9c1f7767-585c-4a84-9f5d-644508c769dd",
"name": "Automate Your Monthly Financial Reporting with AI-Powered Insights",
"nodes": 21,
"category": "Marketing",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 9c1f7767-585c...
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