# Generate multi-period financial reports from Google Sheets: n8n workflow

> 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...

Source: https://millionrounds.com/workflow/generate-multi-period-financial-reports-from-google-sheets (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 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.

Large Calls a model: DeepSeek Retrieval

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-multi-period-financial-reports-from-google-sheets)

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

**0** Branches: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 2 Model 4 Logic 18 Service 1

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

- 1 **DeepSeek Chat Model** Lm Chat Deep Seek *Model*
- 2 **Window Buffer Memory1** Memory Buffer Window *Model*
- 3 **Call n8n Workflow Tool** Tool Workflow *Model*
- 4 **When chat message received** Chat trigger *Starts it*
- 5 **When Executed by Another Workflow** Execute Workflow trigger *Starts it*
- 6 **AI Agent** Agent *Model*
- 7 **Format Date** Set *Logic*
- 8 **Get revenual from google sheet** Google Sheets *Service*
- 9 **Format data current circle** Set *Logic*
- 10 **Format data last circle** Set *Logic*
- 11 **Format data last year circle** Set *Logic*
- 12 **Pivot current circle** Code *Logic*
- 13 **Pivot last circle** Code *Logic*
- 14 **Pivot last year cirle** Code *Logic*
- 15 **Sum data current transfer month** Merge *Logic*
- 16 **Sum data last transfer month** Merge *Logic*
- 17 **Add data last year** Merge *Logic*
- 18 **Sum current circle** Aggregate *Logic*
- 19 **Sum last circle** Aggregate *Logic*
- 20 **Sum last year circle** Aggregate *Logic*
- 21 **Change title 1** Aggregate *Logic*
- 22 **Change title 2** Aggregate *Logic*
- 23 **Change title** Aggregate *Logic*
- 24 **Collect all** Merge *Logic*
- 25 **Change title out come** Aggregate *Logic*

## 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.

## 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-multi-period-financial-reports-from-google-sheets)
- **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.

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

## Workflows like it

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

- [**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)
- [**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)
- [**Log and report construction punch list items with OpenAI** 25 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/log-and-report-construction-punch-list-items-with-openai)
- [**Log food safety temperatures with DeepSeek and OpenAI** 25 steps · calls a model · Discord, Gmail](https://millionrounds.com/workflow/log-food-safety-temperatures-with-deepseek-and-openai)
- [**Workflow to summary group WhatsApp with OpenAI** 25 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/workflow-to-summary-group-whatsapp-with-openai)
- [**Customer insights with Qdrant and Python** 24 steps · calls a model · Google Sheets, Qdrant](https://millionrounds.com/workflow/customer-insights-with-qdrant-and-python)