Automation library · Money admin

Automate corporate tax filing for SMEs with OpenAI and Gmail

Started by a clock, and works across Gmail. It hands the judgement calls to OpenAI. 15 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

15 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Model 6Logic 5Service 3

The steps in the order they run, from what starts it.

  1. 1Monthly Tax Filing ScheduleSchedule triggerStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Calculator ToolTool CalculatorModel
  4. 4Tax Report Output ParserOutput Parser StructuredModel
  5. 5Gmail Send ToolGmail ToolService
  6. 6Google Drive Archive ToolGoogle Drive ToolService
  7. 7OpenAI Chat Model for CoordinatorLm Chat Open AiModel
  8. 8Workflow ConfigurationSetLogic
  9. 9Tax Calculation AgentAgentModel
  10. 10Submission Coordinator AgentAgentModel
  11. 11Fetch Financial Data from Accounting SoftwareHttp RequestService
  12. 12Format Pre-Filing ReportSetLogic
  13. 13Check for FeedbackIfLogic
  14. 14Process Feedback and CorrectionsCodeLogic
  15. 15Finalize Submission DataSetLogic

How it's built

Starts on
A clock
Steps
15, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail account, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 15 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 15 steps before you point it at anything that matters.