Automation library · Research and reporting

Create Xero AR/AP Markdown snapshots with OpenAI

Started by a clock. It calls services over plain HTTP rather than through connectors. It hands the judgement calls to OpenAI. 12 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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12 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
0Services by connector: it calls them over plain HTTP

The flow

Starts it 1Model 2Logic 7Service 2

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

  1. 1When Weekly at 8amSchedule triggerStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Prepare Snapshot ConfigCodeLogic
  4. 4AI Summary AgentAgentModel
  5. 5Retrieve Xero Customer InvoicesXeroService
  6. 6Retrieve Xero Supplier BillsXeroService
  7. 7Generate AI Enhanced SnapshotCodeLogic
  8. 8Flatten Customer InvoicesCodeLogic
  9. 9Flatten Supplier BillsCodeLogic
  10. 10Merge Receivables and PayablesMergeLogic
  11. 11Create Snapshot MarkdownCodeLogic
  12. 12Generate Snapshot OutputCodeLogic

How it's built

Starts on
A clock
Steps
12
Size
Medium: a working afternoon
Connects to
Nothing by connector; it calls services over plain HTTP
Model
OpenAI

Questions

What does it need to run?

An n8n account, 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.