Automated Missing Project Budget Notification
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This workflow automatically identifies projects in your MySQL database that lack a budgeted cost. It then sends targeted, personalized email notifications to the responsible cost centers, ensuring financial data integrity and timely updates.
About This Workflow
Keep your project finances in check with this powerful automation. This n8n workflow runs weekly to query your tabProject table in MySQL, specifically looking for active, external projects with a zero budgeted cost. It then intelligently routes these findings based on their assigned cost_center. For each identified cost center, a tailored HTML email is generated and sent via Microsoft Outlook, notifying the respective team about the number of projects requiring urgent budget updates. This system ensures critical financial data is never overlooked, streamlining communication and improving data accuracy across your organization.
Key Features
- Scheduled Execution: Automatically checks for missing project budgets weekly.
- Dynamic Database Querying: Connects to MySQL to identify open, external projects with a zero budgeted cost.
- Conditional Routing: Uses a Switch node to direct notifications based on specific cost centers (e.g., Cost Center A, B, C, D).
- Personalized Email Notifications: Sends custom HTML emails via Microsoft Outlook, detailing the number of unbudgeted projects and the affected cost center.
- Proactive Data Integrity: Ensures timely identification and resolution of missing financial data, preventing discrepancies.
How To Use
- Configure Schedule Trigger: Set the desired frequency and time for the workflow to run (default is weekly at 8 AM).
- Set Up MySQL Node:
- Provide your MySQL database credentials.
- Ensure the
tabProjecttable exists withcompany,cost_center,status,project_type,is_active, andbudgeted_project_costcolumns. - The default query identifies projects with
status = 'Open',project_type = 'External',is_active = 'Yes', andbudgeted_project_cost = 0. Adjust this query if your table structure or criteria differ.
- Adjust Switch Node:
- Modify the
rightValuefor each condition (Output A, B, C, D, etc.) to match your exactdefault_cost_centernames. - Add or remove conditions as needed to cover all your relevant cost centers.
- Modify the
- Configure Microsoft Outlook Nodes:
- Connect your Microsoft Outlook account credentials.
- Update the
toRecipientsfield for each Outlook node to send emails to the correct contact person or team for that specific cost center. - Customize the email
bodyContent(HTML) if you wish to change the message or branding. Ensure{{ $json.default_cost_center }}and{{ $json.project_count }}are used to dynamically populate data.
Apps Used
Workflow JSON
{
"id": "ebf8f45c-1533-44dc-9a89-45d138c50f80",
"name": "Automated Missing Project Budget Notification",
"nodes": 14,
"category": "Operations",
"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: ebf8f45c-1533...
About the Author
Crypto_Watcher
Web3 Developer
Automated trading bots and blockchain monitoring workflows.
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