Automation library · Research and reporting

Consolidate and report monthly financial PDFs

Started by a clock, and works across Google Drive and Slack. 8 steps, 1 branch: small enough to read in one sitting and change without fear.

Small

8 stepsSmall: readable in one sitting
1Branch: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 1Logic 2Service 5

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

  1. 1Trigger: Monthly on the 1st1Schedule triggerStarts it
  2. 2List Financial PDFs from Drive1Google DriveService
  3. 3Validate File Format (PDF only)1IfLogic
  4. 4Download Documents for Processing1Google DriveService
  5. 5Batch Files for Merging1AggregateLogic
  6. 6Merge multiple PDFS into oneHtmlcsstopdfService
  7. 7Upload Consolidated Master Report1Google DriveService
  8. 8Notify Finance Team (Slack)1SlackService

How it's built

Starts on
A clock
Steps
8, with 1 branch
Size
Small: readable in one sitting
Connects to
Google Drive, Slack
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Google Drive and Slack accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Not long. At 8 steps it can be read in one sitting and changed without fear.

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 8 steps before you point it at anything that matters.