The flow
Starts it 1Model 3Logic 3Service 5
The steps in the order they run, from what starts it.
- 1Monthly ScheduleSchedule triggerStarts it
- 2OpenAI GPT-4Lm Chat Open AiModel
- 3Structured Forecast OutputOutput Parser StructuredModel
- 4Workflow ConfigurationSetLogic
- 5Tax Forecasting AI AgentAgentModel
- 6Fetch Revenue Data - Source 1Http RequestService
- 7Fetch Revenue Data - Source 2Http RequestService
- 8Fetch Revenue Data - Source 3Http RequestService
- 9Format Report DataSetLogic
- 10Aggregate Revenue DataAggregateLogic
- 11Send Report to Tax AgentGmailService
- 12Store in Google SheetsGoogle SheetsService
How it's built
- Starts on
- A clock
- Steps
- 12
- Size
- Medium: a working afternoon
- Connects to
- Gmail, Google Sheets
- Model
- OpenAI
Questions
What does it need to run?
An n8n account, plus your own Gmail and Google Sheets 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?
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.
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.