Automation library · Research and reporting

Generate multi-period financial reports from Google Sheets

Started by someone opening a chat with it, and works across Google Sheets. It puts DeepSeek behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 25 steps: large, and worth reading before you trust it with anything live.

LargeCalls a model: DeepSeekRetrieval

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25 stepsLarge: read it before trusting it with anything live
0Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 2Model 4Logic 18Service 1

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

  1. 1DeepSeek Chat ModelLm Chat Deep SeekModel
  2. 2Window Buffer Memory1Memory Buffer WindowModel
  3. 3Call n8n Workflow ToolTool WorkflowModel
  4. 4When chat message receivedChat triggerStarts it
  5. 5When Executed by Another WorkflowExecute Workflow triggerStarts it
  6. 6AI AgentAgentModel
  7. 7Format DateSetLogic
  8. 8Get revenual from google sheetGoogle SheetsService
  9. 9Format data current circleSetLogic
  10. 10Format data last circleSetLogic
  11. 11Format data last year circleSetLogic
  12. 12Pivot current circleCodeLogic
  13. 13Pivot last circleCodeLogic
  14. 14Pivot last year cirleCodeLogic
  15. 15Sum data current transfer monthMergeLogic
  16. 16Sum data last transfer monthMergeLogic
  17. 17Add data last yearMergeLogic
  18. 18Sum current circleAggregateLogic
  19. 19Sum last circleAggregateLogic
  20. 20Sum last year circleAggregateLogic
  21. 21Change title 1AggregateLogic
  22. 22Change title 2AggregateLogic
  23. 23Change titleAggregateLogic
  24. 24Collect allMergeLogic
  25. 25Change title out comeAggregateLogic

How it's built

Starts on
Someone opening a chat with it
Steps
25
Size
Large: read it before trusting it with anything live
Connects to
Google Sheets
Model
DeepSeek
Retrieval
Answers are drawn from documents you supply, not from the model alone

Questions

What does it need to run?

An n8n account, plus your own Google Sheets account, and a key for DeepSeek. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone opening a chat with it.

Does it use AI?

Yes. It calls DeepSeek. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 25 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 25 steps before you point it at anything that matters.