Automation library · Money admin

Automated tax filing with OpenAI

Started by a clock, and works across Gmail, Google Drive, Shopify and Stripe. It hands the judgement calls to OpenAI. 18 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

Download free
18 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 1Model 3Logic 6Service 8

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

  1. 1Daily Revenue Collection ScheduleSchedule triggerStarts it
  2. 2OpenAI GPT-4Lm Chat Open AiModel
  3. 3Structured Category OutputOutput Parser StructuredModel
  4. 4Workflow ConfigurationSetLogic
  5. 5AI Income CategorizerAgentModel
  6. 6Get Stripe TransactionsStripeService
  7. 7Get PayPal TransactionsPay PalService
  8. 8Get Shopify OrdersShopifyService
  9. 9Get Bank Feed DataHttp RequestService
  10. 10Calculate Category TotalsSummarizeService
  11. 11Merge All Revenue SourcesMergeLogic
  12. 12Format Tax Submission DataCodeLogic
  13. 13Normalize Revenue DataSetLogic
  14. 14Check API AvailabilityIfLogic
  15. 15Submit to Tax APIHttp RequestService
  16. 16Email to Tax AgentGmailService
  17. 17Merge Submission PathsMergeLogic
  18. 18Archive to Google DriveGoogle DriveService

How it's built

Starts on
A clock
Steps
18, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, Google Drive, Shopify, Stripe
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Drive, Shopify and Stripe 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. 18 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 18 steps before you point it at anything that matters.