The flow
Starts it 1Model 3Logic 10Service 7
The steps in the order they run, from what starts it.
- 1OpenAI ModelLm Chat Open AiModel
- 2Structured Output ParserOutput Parser StructuredModel
- 3Monthly revenue aggregationSchedule triggerStarts it
- 4AI Income CategorizerAgentModel
- 5Workflow ConfigurationSetLogic
- 6Calculate Period TotalsCodeLogic
- 7Get Stripe TransactionsStripeService
- 8Get PayPal TransactionsPay PalService
- 9Get Shopify OrdersShopifyService
- 10Get Bank Feed DataHttp RequestService
- 11Format as CSVCodeLogic
- 12Format as XMLCodeLogic
- 13Normalize Stripe DataSetLogic
- 14Normalize PayPal DataSetLogic
- 15Normalize Shopify DataSetLogic
- 16Normalize Bank DataSetLogic
- 17Check Submission MethodIfLogic
- 18Archive to Google DriveGoogle DriveService
- 19Merge All Revenue SourcesAggregateLogic
- 20Submit to Government APIHttp RequestService
- 21Email to Tax AgentGmailService
How it's built
- Starts on
- A clock
- Steps
- 21, with 1 branch
- Size
- Large: read it before trusting it with anything live
- 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?
Take your time. At 21 steps it is large: read it before trusting it with anything live.
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 21 steps before you point it at anything that matters.