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Automate monthly finance reports with Google Sheets, GPT-4 analysis and Gmail

MarthMarth
3063 views
2/3/2026
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How It Works ⚙️

This workflow is designed to streamline your monthly financial reporting, turning raw transaction data into actionable insights automatically. Here's a step-by-step breakdown of its operation:

  1. Trigger (Cron Node): ⏰ The workflow kicks off automatically on a pre-defined schedule, typically the 1st day of every month, ensuring timely report generation without manual intervention.
  2. Get Finance Transactions (Google Sheets): 📊 The first functional node connects to your designated Google Sheet. It reads all the transaction data from the specified range (e.g., 'FinanceSummary!A:E'), acting as the primary data input for the report.
  3. Filter Previous Month Transactions (Function): 🧹 Once the data is retrieved, this custom JavaScript function meticulously filters out only those transactions that occurred in the complete previous month. This ensures your report is always focused on the most relevant, recently concluded period.
  4. Generate AI Financial Insights (OpenAI): 🧠 The filtered transaction data is then passed to OpenAI's GPT-4 model. Here, the AI acts as your personal finance assistant, analyzing the data to:
    • Calculate the total income.
    • Calculate the total expense.
    • Generate 3 concise, key financial insights in bullet points, helping you quickly grasp the financial health and trends.
  5. Send Monthly Finance Report Email (Gmail): 📧 Finally, all the processed information comes together. This node constructs a comprehensive email, embedding:
    • A table summarizing all the previous month's transactions.
    • The valuable AI-generated total income, total expense, and key insights. The email is then automatically sent to your designated finance recipients, delivering the report directly to their inbox.

Set Up Steps 🚀

Follow these steps carefully to get your "Finance Monthly Report with AI Insight" workflow up and running:

  1. Import Workflow JSON:

    • Open your n8n instance.
    • Click on 'Workflows' in the left sidebar.
    • Click the '+' button or 'New' to create a new workflow.
    • Click the '...' (More Options) icon in the top right.
    • Select 'Import from JSON' and paste the provided workflow JSON code.

  2. Configure Credentials:

    • Google Sheets Node ("1. Get Finance Transactions"):
      • Click on this node.
      • Under 'Authentication', select your existing Google Sheets OAuth2 credential or click 'Create New' to set one up.
      • Important: Replace <YOUR_GOOGLE_SHEET_ID_HERE> in the 'Sheet ID' field with the actual ID of your Google Sheet.
    • OpenAI Node ("3. Generate AI Financial Insights"):
      • Click on this node.
      • Under 'Authentication', select your existing OpenAI API Key credential or create a new one if you haven't already.
    • Gmail Node ("4. Send Monthly Finance Report Email"):
      • Click on this node.
      • Under 'Authentication', select your existing Gmail OAuth2 credential or create a new one.

  3. Customize Email Details:

    • Gmail Node ("4. Send Monthly Finance Report Email"):
      • Replace <YOUR_SENDER_EMAIL_HERE> with the email address you want the report to be sent from.
      • Replace <YOUR_RECIPIENT_EMAIL_HERE> with the email address(es) you want the report to be sent to (multiple emails can be separated by commas).
      • You can also adjust the 'Subject' if needed.

  4. Add & Configure Cron Trigger:

    • Click the '+' icon at the very beginning of the workflow (where it says "first step...").
    • Search for "Cron" and select the 'Cron' node.
    • Connect: Drag a connection from the Cron node to "1. Get Finance Transactions (Google Sheets)".
    • Schedule: Configure the Cron node to your desired monthly schedule. For example:
      • Set 'Mode' to 'Every Month'.
      • Set 'On Day of Month' to '1' (to run on the first day of each month).
      • Set 'At Time' to a specific time (e.g., '09:00' for 9 AM).

  5. Review and Activate:

    • Thoroughly review all node configurations to ensure all placeholders are replaced and settings are correct.
    • Click the 'Save' button in the top right corner.
    • Finally, toggle the 'Inactive' switch to 'Active' to enable your workflow. 🟢 Your automated monthly finance report is now live!

Troubleshooting Tip: If the workflow fails, check the 'Executions' tab in n8n for detailed error messages. Common issues include incorrect sheet IDs, invalid API keys, or data format mismatches in your Google

Automate Monthly Finance Reports with Google Sheets, GPT-4 Analysis, and Gmail

This n8n workflow automates the process of generating and distributing monthly financial reports. It leverages Google Sheets for data, OpenAI (GPT-4) for analysis, and Gmail for report delivery, streamlining a critical business operation.

What it does

This workflow performs the following key steps:

  1. Triggers Monthly: The workflow is scheduled to run once a month, ensuring timely report generation.
  2. Fetches Financial Data: It connects to a specified Google Sheet to retrieve the latest financial data.
  3. Analyzes Data with AI: The retrieved data is sent to OpenAI (GPT-4) for advanced analysis, generating insights and summaries.
  4. Formats Report: A custom JavaScript function processes the AI-generated analysis, likely formatting it into a readable report structure.
  5. Sends Report via Email: The formatted financial report is then sent as an email using Gmail to a predefined recipient list.

Prerequisites/Requirements

To use this workflow, you will need:

  • n8n Instance: A running n8n instance.
  • Google Sheets Account: Access to a Google Sheets spreadsheet containing your financial data.
  • OpenAI API Key: An OpenAI account with API access (specifically for GPT-4 if used as intended by the directory name).
  • Gmail Account: A Gmail account configured as a credential in n8n for sending emails.

Setup/Usage

  1. Import the Workflow:
    • Copy the provided JSON code.
    • In your n8n instance, go to "Workflows" and click "New".
    • Click the three dots in the top right corner and select "Import from JSON".
    • Paste the JSON code and click "Import".
  2. Configure Credentials:
    • Google Sheets: Set up a Google Sheets credential. You'll need to authorize n8n to access your Google Sheets.
    • OpenAI: Set up an OpenAI credential with your API key.
    • Gmail: Set up a Gmail credential, authorizing n8n to send emails from your account.
  3. Customize Nodes:
    • Google Sheets Node:
      • Specify the "Spreadsheet ID" and "Sheet Name" where your financial data is located.
      • Configure the "Operation" (e.g., "Read" or "Get All Rows") to retrieve the necessary data.
    • OpenAI Node:
      • Review the prompt to ensure it asks for the desired financial analysis from GPT-4. You might need to adjust it based on your data structure and reporting needs.
    • Function Node:
      • Examine the JavaScript code within the "Function" node. This node is responsible for taking the raw AI output and structuring it into your final report. Customize it to fit your desired report format.
    • Gmail Node:
      • Set the "To" email address(es) for where the reports should be sent.
      • Customize the "Subject" and "Body" of the email, referencing the output from the "Function" node for the report content.
  4. Schedule the Workflow:
    • Schedule Trigger Node: Configure the "Schedule Trigger" node to run monthly. You can specify the exact day and time.
  5. Activate the Workflow: Once all configurations are complete, activate the workflow to enable it to run automatically on its schedule.

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