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

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 everything into a polished email via Gmail, including a transaction summary table, totals, and AI insights, sent directly to finance recipients. This eliminates manual data crunching, reduces errors, and ensures timely delivery of actionable intelligence.

Ideal for small businesses, freelancers, or finance teams tracking expenses. Benefits include massive time savings (hours per month), enhanced decision-making with AI-driven summaries, and scalability for growing transaction volumes. Customize the sheet range, AI prompt, or email recipients easily for your needs.