Automation library · Research and reporting

Generate comprehensive financial reports with OpenAI and Gmail

Started by a clock, and works across Gmail, Google Docs, Google Sheets and Slack. It hands the judgement calls to OpenAI. 26 steps, 1 branch, 1 loop or waits: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAI

Download free
26 stepsLarge: read it before trusting it with anything live
1Branch: places the flow splits
1Loop or waits
4Services it connects to

The flow

Starts it 1Model 5Logic 9Service 11

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

  1. 1Schedule TriggerSchedule triggerStarts it
  2. 2Bank TransactionsHttp RequestService
  3. 3Investment TransactionsHttp RequestService
  4. 4Accounting DataHttp RequestService
  5. 5BankSetLogic
  6. 6InvestmentSetLogic
  7. 7AccountingSetLogic
  8. 8MergeMergeLogic
  9. 9Raw Data StorageGoogle SheetsService
  10. 10Retrieve Raw DataGoogle SheetsService
  11. 11Loop Over ItemsSplit In BatchesLogic
  12. 12Transaction CategorizerOpen AiModel
  13. 13Anomaly Detector/Red Flag IdentifierOpen AiModel
  14. 14Consolidate AI Output & Prepare for StorageCodeLogic
  15. 15Clean & Categorized Data StorageGoogle SheetsService
  16. 16Retrieve Clean Data for AnalysisGoogle SheetsService
  17. 17Aggregate Data for Overall AnalysisCodeLogic
  18. 18Spending Pattern AnalystOpen AiModel
  19. 19Investment Performance InsightOpen AiModel
  20. 20Overall Financial Health Assessor & RecommendationsOpen AiModel
  21. 21Consolidate All AI InsightsCodeLogic
  22. 22Create Financial ReportGoogle DocsService
  23. 23Check for Anomalies to Trigger AlertIfLogic
  24. 24Anomaly AlertSlackService
  25. 25Send Final ReportGmailService
  26. 26Summary NotificationSlackService

How it's built

Starts on
A clock
Steps
26, with 1 branch, 1 loop or waits
Size
Large: read it before trusting it with anything live
Connects to
Gmail, Google Docs, Google Sheets, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Docs, Google Sheets and Slack 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 26 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.

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 26 steps before you point it at anything that matters.