🌸 CFO Sunrise: Morning Brief for Household CEOs
Automated 8AM email/Telegram brief pulling bank balances, 24h Shopify orders, Stripe invoices, and Google Calendar events for entrepreneur households.
Serene CFO Sunrise is a gentle daily automation designed for Household CEOs—founders balancing business and home life. Triggered at 8:00 AM local time, it fetches real-time bank balances via HTTP APIs (Mercury, Relay, or Plaid), summarizes last 24 hours of Shopify orders, lists open or overdue Stripe invoices, and retrieves today's Google Calendar events. Optionally, it uses OpenAI to generate 'Top 3 Priorities' for a focused start to the day.
The workflow assembles this data into an elegant, soft-styled HTML email (with plain text fallback) and sends it via SMTP or Gmail, plus an optional Telegram notification. It's family-hour friendly, avoiding data overload with calm, graceful presentation—perfect for real estate pros, Shopify/Etsy sellers, insurance advisors, tax experts, and homemaker-entrepreneurs who prefer serene tech over chaotic dashboards.
Benefits include massive time savings on manual checks, consolidated insights without app-switching, and a peaceful morning ritual promoting work-life harmony. Setup takes 5-10 minutes: configure credentials for APIs, replace placeholders like tokens and emails, adjust Cron trigger, and test manually. High-value integrations make it indispensable for solopreneurs tracking finances and schedules effortlessly.
New buyers can create an account from the cart to unlock a controlled $10 first-purchase credit on eligible orders of $25+.
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How to import this workflow into n8n
- 1Purchase or download the workflow to get the n8n workflow JSON file.
- 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
- 3Open each node marked with a credential warning and connect your own accounts and API keys.
- 4Run the workflow once manually to verify the data flow, then toggle it to Active.
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