Overview
This workflow automates the monthly finance reporting process by integrating Google Sheets, GPT-4 (OpenAI), and Gmail. It streamlines data collection, analysis, and communication for finance teams.
Key Features
- Automated Data Retrieval: Fetches finance transactions from Google Sheets.
- Smart Filtering: Isolates transactions from the previous month for targeted analysis.
- AI-Powered Insights: Utilizes GPT-4 to generate comprehensive financial insights and summaries.
- Seamless Email Delivery: Sends a polished monthly finance report via Gmail to stakeholders.
- Scheduled Execution: Runs automatically each month with a schedule trigger, ensuring timely reporting.
Benefits
- Time Savings: Eliminates manual data compilation and report generation.
- Enhanced Accuracy: Reduces human error by automating data processing and analysis.
- Actionable Insights: Delivers AI-driven financial summaries for better decision-making.
- Consistent Communication: Ensures stakeholders receive reports on time, every month.
Use Cases
- Monthly finance reporting for small businesses or finance teams.
- Automated delivery of financial summaries to management or clients.
- Streamlined financial analysis for budgeting and forecasting.
Integrations & Processes
- Google Sheets: Source of transaction data.
- OpenAI GPT-4: Generates narrative insights.
- Gmail: Distributes reports.
- n8n Automation: Orchestrates the workflow for end-to-end efficiency.
