The flow
Starts it 1Model 9Logic 4Service 3
The steps in the order they run, from what starts it.
- 1Weekly/Monthly ScheduleSchedule triggerStarts it
- 2OpenAI Model - CategorizationLm Chat Open AiModel
- 3Categorization Output SchemaOutput Parser StructuredModel
- 4OpenAI Model - Anomaly DetectionLm Chat Open AiModel
- 5Anomaly Detection Output SchemaOutput Parser StructuredModel
- 6OpenAI Model - CorrectionLm Chat Open AiModel
- 7Correction Output SchemaOutput Parser StructuredModel
- 8Workflow ConfigurationSetLogic
- 9Tax Categorization AgentAgentModel
- 10Anomaly Detection AgentAgentModel
- 11Correction AgentAgentModel
- 12Fetch Revenue DataHttp RequestService
- 13Check for AnomaliesIfLogic
- 14Sync to Accounting SoftwareHttp RequestService
- 15Aggregate All ResultsAggregateLogic
- 16Generate Compliance SummaryCodeLogic
- 17Send Summary to Tax AgentGmailService
How it's built
- Starts on
- A clock
- Steps
- 17, 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. 17 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.
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 17 steps before you point it at anything that matters.