Automate Monthly Finance Reports: Sheets, GPT-4 & Gmail

Automates pulling previous month's transactions from Google Sheets, generates AI insights with GPT-4, and emails comprehensive reports. Saves hours on manual financial analysis and reporting.

This n8n workflow streamlines monthly financial reporting by automatically triggering on the 1st of each month via a Cron node. It fetches transaction data from a Google Sheet (e.g., 'FinanceSummary!A:E'), filters for the previous month's entries using a custom JavaScript function, and passes the data to OpenAI's GPT-4 for intelligent analysis. GPT-4 computes total income and expenses while generating three key bullet-point insights on financial health and trends. The workflow then compiles eve
Platform
n8n
Category
Internet of Things
Price
$14.99
Creator
Fred Garcia

How to import this workflow into n8n

  1. 1Purchase or download the workflow to get the n8n workflow JSON file.
  2. 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
  3. 3Open each node marked with a credential warning and connect your own accounts and API keys.
  4. 4Run the workflow once manually to verify the data flow, then toggle it to Active.

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