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Send daily executive financial briefings with Google Sheets

Started by a clock, and works across Google Sheets, Notion, Slack and Telegram. It hands the judgement calls to OpenAI. 17 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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17 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 2Model 2Logic 4Service 9

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

  1. 1Weekday 7 AM TriggerSchedule triggerStarts it
  2. 2OpenAI GPT-4o-miniLm Chat Open AiModel
  3. 3On Workflow ErrorError triggerStarts it
  4. 4Fetch Cash Flow DataGoogle SheetsService
  5. 5Fetch Revenue DataGoogle SheetsService
  6. 6Fetch Payroll DataGoogle SheetsService
  7. 7Fetch Subscriptions DataGoogle SheetsService
  8. 8Fetch Expenses DataGoogle SheetsService
  9. 9Generate AI Outreach Message1AgentModel
  10. 10Slack: Error AlertSlackService
  11. 11Merge All Sheet DataMergeLogic
  12. 12Merge AI Report + Financial DataCodeLogic
  13. 13Calculate KPIs & Status LabelsCodeLogic
  14. 14Save CFO Report to NotionNotionService
  15. 15Send Daily Briefing to TelegramTelegramService
  16. 16Check for Critical Revenue DropIfLogic
  17. 17Send Critical Revenue AlertTelegramService

How it's built

Starts on
A clock
Steps
17, with 1 branch
Size
Medium: a working afternoon
Connects to
Google Sheets, Notion, Slack, Telegram
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Google Sheets, Notion, Slack and Telegram 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. 17 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.

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 17 steps before you point it at anything that matters.