The flow
Starts it 1Model 3Logic 6Service 4
The steps in the order they run, from what starts it.
- 1Monthly Tax Processing ScheduleSchedule triggerStarts it
- 2OpenAI Chat ModelLm Chat Open AiModel
- 3Structured Output ParserOutput Parser StructuredModel
- 4Workflow ConfigurationSetLogic
- 5Extract Deductible CategoriesAgentModel
- 6Fetch Expense ReceiptsHttp RequestService
- 7Fetch Revenue DataHttp RequestService
- 8Merge Revenue and DeductionsMergeLogic
- 9Check Receipt File TypeIfLogic
- 10Match Expenses to Revenue PeriodsCodeLogic
- 11Extract Receipt DataExtract From FileService
- 12Calculate Tax DeductionsCodeLogic
- 13Format Tax ReportSetLogic
- 14Send to Tax AgentGmailService
How it's built
- Starts on
- A clock
- Steps
- 14, 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. 14 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 14 steps before you point it at anything that matters.