# Generate comprehensive financial reports with OpenAI and Gmail: n8n workflow

> Started by a clock, and works across Gmail, Google Docs, Google Sheets and Slack. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/generate-comprehensive-financial-reports-with-openai-and-gma (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Research and reporting](https://millionrounds.com/workflows?category=Research+and+reporting#library)

# 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.

Large Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-comprehensive-financial-reports-with-openai-and-gma)

**26 steps** Large: read it before trusting it with anything live

**1** Branch: places the flow splits

**1** Loop or waits

**4** Services it connects to

## The flow

Starts it 1 Model 5 Logic 9 Service 11

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

- 1 **Schedule Trigger** Schedule trigger *Starts it*
- 2 **Bank Transactions** Http Request *Service*
- 3 **Investment Transactions** Http Request *Service*
- 4 **Accounting Data** Http Request *Service*
- 5 **Bank** Set *Logic*
- 6 **Investment** Set *Logic*
- 7 **Accounting** Set *Logic*
- 8 **Merge** Merge *Logic*
- 9 **Raw Data Storage** Google Sheets *Service*
- 10 **Retrieve Raw Data** Google Sheets *Service*
- 11 **Loop Over Items** Split In Batches *Logic*
- 12 **Transaction Categorizer** Open Ai *Model*
- 13 **Anomaly Detector/Red Flag Identifier** Open Ai *Model*
- 14 **Consolidate AI Output & Prepare for Storage** Code *Logic*
- 15 **Clean & Categorized Data Storage** Google Sheets *Service*
- 16 **Retrieve Clean Data for Analysis** Google Sheets *Service*
- 17 **Aggregate Data for Overall Analysis** Code *Logic*
- 18 **Spending Pattern Analyst** Open Ai *Model*
- 19 **Investment Performance Insight** Open Ai *Model*
- 20 **Overall Financial Health Assessor & Recommendations** Open Ai *Model*
- 21 **Consolidate All AI Insights** Code *Logic*
- 22 **Create Financial Report** Google Docs *Service*
- 23 **Check for Anomalies to Trigger Alert** If *Logic*
- 24 **Anomaly Alert** Slack *Service*
- 25 **Send Final Report** Gmail *Service*
- 26 **Summary Notification** Slack *Service*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-comprehensive-financial-reports-with-openai-and-gma)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Docs](https://millionrounds.com/workflows?service=Google+Docs#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)

## Workflows like it

Also research and reporting, with the same services where possible, closest in size first.

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- [**Generate weekly AI equity research reports with Google Sheets** 26 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/generate-weekly-ai-equity-research-reports-with-google-sheet)
- [**Audit website security and send AI reports with Gmail** 25 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/audit-website-security-and-send-ai-reports-with-gmail)
- [**Automate multi-website Google Analytics reports with OpenAI** 25 steps · calls a model · Email, Gmail](https://millionrounds.com/workflow/automate-multi-website-google-analytics-reports-with-openai)
- [**Compare multi-period financial data from Google Sheets** 25 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/compare-multi-period-financial-data-from-google-sheets)
- [**Generate multi-period financial reports from Google Sheets** 25 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/generate-multi-period-financial-reports-from-google-sheets)