# Send daily executive financial briefings with Google Sheets: n8n workflow

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

Source: https://millionrounds.com/workflow/send-daily-executive-financial-briefings-with-google-sheets (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Content](https://millionrounds.com/workflows?category=Content#library)

# 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.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsend-daily-executive-financial-briefings-with-google-sheets)

**17 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**0** Loops or waits

**4** Services it connects to

## The flow

Starts it 2 Model 2 Logic 4 Service 9

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

- 1 **Weekday 7 AM Trigger** Schedule trigger *Starts it*
- 2 **OpenAI GPT-4o-mini** Lm Chat Open Ai *Model*
- 3 **On Workflow Error** Error trigger *Starts it*
- 4 **Fetch Cash Flow Data** Google Sheets *Service*
- 5 **Fetch Revenue Data** Google Sheets *Service*
- 6 **Fetch Payroll Data** Google Sheets *Service*
- 7 **Fetch Subscriptions Data** Google Sheets *Service*
- 8 **Fetch Expenses Data** Google Sheets *Service*
- 9 **Generate AI Outreach Message1** Agent *Model*
- 10 **Slack: Error Alert** Slack *Service*
- 11 **Merge All Sheet Data** Merge *Logic*
- 12 **Merge AI Report + Financial Data** Code *Logic*
- 13 **Calculate KPIs & Status Labels** Code *Logic*
- 14 **Save CFO Report to Notion** Notion *Service*
- 15 **Send Daily Briefing to Telegram** Telegram *Service*
- 16 **Check for Critical Revenue Drop** If *Logic*
- 17 **Send Critical Revenue Alert** Telegram *Service*

## 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.

## 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%2Fsend-daily-executive-financial-briefings-with-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)[Notion](https://millionrounds.com/workflows?service=Notion#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)[Telegram](https://millionrounds.com/workflows?service=Telegram#library)

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Also content, with the same services where possible, closest in size first.

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