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Generate monthly financial reports with Gemini AI, SQL, and Outlook

n8nn8n27 modulesv1.0
GmailAirtableGoogle SheetsOpenAIOutlookGemini

AI-Powered Business Performance Reporting Automation Unlock executive-level insights with ZERO manual work! This n8n template empowers you to automate your entire monthly business performance reporting using dynamic SQL queries, AI-driven analysis, and beautiful HTML dashboards โ€” all delivered directly to your inbox. --- ๐ŸŽฏ What This Automation Does - ๐Ÿ“† Triggers automatically every month (5th of each month) - ๐Ÿงฎ Fetches financial data from SQL (ERPNext or any database) - ๐Ÿ”

At a glance

Generate monthly financial reports with Gemini AI, SQL, and Outlook is a ready-made n8n workflow you import as a workflow JSON file โ€” no build required. It connects Gmail, Airtable, Google Sheets, OpenAI. It's free to download. Follow the 5-step import below to go live in minutes.

Platform
n8n
Connects
Gmail, Airtable, Google Sheets, OpenAI, Outlook, Gemini
Modules
27
Price
Free
Version
v1.0
Generate monthly financial reports with Gemini AI, SQL, and Outlook workflow diagram

About this workflow

AI-Powered Business Performance Reporting Automation Unlock executive-level insights with ZERO manual work! This n8n template empowers you to automate your entire monthly business performance reporting using dynamic SQL queries, AI-driven analysis, and beautiful HTML dashboards โ€” all delivered directly to your inbox. --- ๐ŸŽฏ What This Automation Does - ๐Ÿ“† Triggers automatically every month (5th of each month) - ๐Ÿงฎ Fetches financial data from SQL (ERPNext or any database) - ๐Ÿ” Loops over cost centers to analyze each business unit individually - ๐Ÿ“Š Generates Profit & Loss reports, WIP, Employee stats, and vertical breakdowns - ๐Ÿค– Uses Google Gemini 2.5 AI to perform advanced financial analysis - ๐Ÿ’Œ Delivers a polished HTML report to your email inbox - ๐Ÿ”ง Fully modular โ€“ replace data source with Excel, Google Sheets, or APIs --- ๐Ÿง‘โ€๐Ÿซ Step-by-Step Video Tutorial ๐ŸŽฅ Watch the full tutorial on YouTube: []( ๐Ÿ“Œ Learn how each node works and see the AI-generated report in action. --- ๐ŸŒ Useful Links - ๐Ÿ”— Sign up for n8n Cloud (recommended for non-tech users): ๐Ÿ‘‰ - ๐Ÿ“˜ Download the step-by-step Guidebook (Free): ๐Ÿ‘‰ - ๐Ÿ“š Explore the full course on n8n (includes templates, workflows, and AI integrations): ๐Ÿ‘‰ --- ๐Ÿ›  Requirements - โœ… n8n (Self-hosted or Cloud) - โœ… SQL Database (MySQL / PostgreSQL / ERPNext) - โœ… Microsoft Outlook or Gmail (to send the report) - โœ… Gemini API Key (for AI analysis) - โœ… Basic understanding of your data schema --- ๐Ÿ’ก Why Use This Template? - โฑ Saves 2-3 days of manual work every month - ๐Ÿ“ˆ Improves financial visibility across business units - ๐Ÿค Great for CFOs, COOs, Finance Analysts, and BI teams - ๐Ÿ”„ Scales across multiple divisions and companies - ๐Ÿง  Leverages AI for actionable insights and recommendations --- ๐Ÿงฉ Customize It Your Way - Replace the SQL nodes with: - Excel / Google Sheets - Airtable / APIs - Custom Applications - Swap the AI model: - OpenAI GPT - Claude - DeepSeek - Adjust the report structure or HTML style --- ๐Ÿ™Œ Get Started Now ๐ŸŽฏ Import the JSON template โ†’ Connect your data โ†’ Receive business insights via email. Donโ€™t let manual reporting slow down your decision-making. ๐Ÿ‘‰ Sign up for n8n Cloud ๐Ÿ‘‰ Learn n8n with Amjid ๐Ÿ‘‰ Download Guide --- Created by Amjid Ali | SyncBricksโ„ข โ€“ Automation for Everyone

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How to import this n8n workflow

  1. 1

    Download the workflow JSON file after purchase.

  2. 2

    Open n8n โ†’ click the menu โ†’ Import from File.

  3. 3

    Select the downloaded JSON and import.

  4. 4

    Set up credentials for each node that requires them.

  5. 5

    Click Execute Workflow to test, then activate.

Setup guide

Setup guide included

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  • JSON blueprint โ€” instant download
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  • 5 downloads ยท valid 30 days
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