# Send monthly P&L email reports with Google Sheets and OpenAI: n8n workflow

> Started by a clock, and works across Gmail and Google Sheets. It hands the judgement calls to OpenAI. 10 steps: a working afternoon to understand properly.

Source: https://millionrounds.com/workflow/send-monthly-p-and-l-email-reports-with-google-sheets-and-op (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)

# Send monthly P&L email reports with Google Sheets and OpenAI

Started by a clock, and works across Gmail and Google Sheets. It hands the judgement calls to OpenAI. 10 steps: a working afternoon to understand properly.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsend-monthly-p-and-l-email-reports-with-google-sheets-and-op)

**10 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Model 2 Logic 3 Service 4

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

- 1 **1. Schedule Trigger, 5th of Every Month** Schedule trigger *Starts it*
- 2 **OpenAI, GPT-4o-mini Model** Lm Chat Open Ai *Model*
- 3 **2. Code, Get Previous Month** Code *Logic*
- 4 **6. AI Agent, Generate HTML Report** Agent *Model*
- 5 **3. Google Sheets, Get Income Data** Google Sheets *Service*
- 6 **4. Google Sheets, Get Expense Data** Google Sheets *Service*
- 7 **7. Code, Clean HTML Output** Code *Logic*
- 8 **5. Code, Build P&L Statement** Code *Logic*
- 9 **8. Gmail, Email Report to Finance Team** Gmail *Service*
- 10 **9. Google Sheets, Log Report Run** Google Sheets *Service*

## How it's built

- **Starts on:** A clock
- **Steps:** 10
- **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. 10 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 10 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-monthly-p-and-l-email-reports-with-google-sheets-and-op)
- **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.

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

- [**AI agent for sustainability report audit with Gmail** 10 steps · calls a model · Gmail](https://millionrounds.com/workflow/ai-agent-for-sustainability-report-audit-with-gmail)
- [**AI fitness coach Strava data analysis** 10 steps · calls a model · Email, Gmail](https://millionrounds.com/workflow/ai-fitness-coach-strava-data-analysis)
- [**AI weekly report generator with Slack** 10 steps · calls a model · Gmail, Slack](https://millionrounds.com/workflow/ai-weekly-report-generator-with-slack)
- [**AI-powered PDF data extraction and reporting with Google Drive** 10 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/ai-powered-pdf-data-extraction-and-reporting-with-google-dri)
- [**Analyze Trustpilot & Sitejabber sentiment with Decodo** 10 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/analyze-trustpilot-and-sitejabber-sentiment-with-decodo)
- [**Analyze YouTube channels & send performance reports** 10 steps · calls a model · Email, Google Sheets](https://millionrounds.com/workflow/analyze-youtube-channels-and-send-performance-reports)