Automation library · Setup and learning

CFO sunrise: Soft-Tech morning brief

Started by a clock, and works across Email, Google Calendar and Telegram. It hands the judgement calls to OpenAI. 12 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAI

12 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Model 1Logic 4Service 6

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

  1. 1Start (Cron @ 08:00)CronStarts it
  2. 2Brand SettingsSetLogic
  3. 3Time WindowFunctionLogic
  4. 4Bank Balances (HTTP)Http RequestService
  5. 5Shopify Orders (HTTP)Http RequestService
  6. 6Stripe Invoices (Open)Http RequestService
  7. 7Google Calendar, TodayGoogle CalendarService
  8. 8Assemble SnapshotFunctionLogic
  9. 9Draft Top 3 (OpenAI)Open AiModel
  10. 10Build Message (Soft HTML)FunctionLogic
  11. 11Send EmailEmail SendService
  12. 12Send Telegram (optional)TelegramService

How it's built

Starts on
A clock
Steps
12
Size
Medium: a working afternoon
Connects to
Email, Google Calendar, Telegram
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Email, Google Calendar and Telegram 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. 12 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 12 steps before you point it at anything that matters.