Automation library · Research and reporting

Automated finance tracker with Gmail and Google Sheets

Started by a clock, and works across Email, Gmail and Google Sheets. It hands the judgement calls to OpenAI. 16 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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16 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Model 2Logic 7Service 6

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

  1. 1Monthly Report TriggerCronStarts it
  2. 2User ConfigSetLogic
  3. 3Generate Month RangeFunctionLogic
  4. 4Fetch Receipt EmailsGmailService
  5. 5Read All Finance DataGoogle SheetsService
  6. 6Get Email with AttachmentsGmailService
  7. 7Aggregate Monthly DataFunctionLogic
  8. 8Parse Email Body & Check AttachmentsFunctionLogic
  9. 9AI: Generate InsightsOpen AiModel
  10. 10AI: Extract Receipt Data (GPT-4o)Open AiModel
  11. 11Generate Chart & Final DataFunctionLogic
  12. 12Clean & Parse AI OutputFunctionLogic
  13. 13Send Monthly ReportEmail SendService
  14. 14Check for DuplicatesGoogle SheetsService
  15. 15Filter: Skip if Missing VendorIfLogic
  16. 16Append to Finance SheetGoogle SheetsService

How it's built

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

Questions

What does it need to run?

An n8n account, plus your own Email, Gmail and Google Sheets accounts, 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. 16 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 16 steps before you point it at anything that matters.