Generate monthly financial reports with Gemini AI, SQL, and Outlook
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. --- ๐ฏ What This Automation Does - ๐ Triggers automatically every month (5th of each month) - ๐งฎ Fetches financial data from SQL (ERPNext or any database) - ๐
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

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. --- ๐ฏ What This Automation Does - ๐ Triggers automatically every month (5th of each month) - ๐งฎ Fetches financial data from SQL (ERPNext or any database) - ๐ Loops over cost centers to analyze each business unit individually - ๐ Generates Profit & Loss reports, WIP, Employee stats, and vertical breakdowns - ๐ค Uses Google Gemini 2.5 AI to perform advanced financial analysis - ๐ Delivers a polished HTML report to your email inbox - ๐ง Fully modular โ replace data source with Excel, Google Sheets, or APIs --- ๐งโ๐ซ Step-by-Step Video Tutorial ๐ฅ Watch the full tutorial on YouTube: []( ๐ Learn how each node works and see the AI-generated report in action. --- ๐ Useful Links - ๐ Sign up for n8n Cloud (recommended for non-tech users): ๐ - ๐ Download the step-by-step Guidebook (Free): ๐ - ๐ Explore the full course on n8n (includes templates, workflows, and AI integrations): ๐ --- ๐ Requirements - โ n8n (Self-hosted or Cloud) - โ SQL Database (MySQL / PostgreSQL / ERPNext) - โ Microsoft Outlook or Gmail (to send the report) - โ Gemini API Key (for AI analysis) - โ Basic understanding of your data schema --- ๐ก Why Use This Template? - โฑ Saves 2-3 days of manual work every month - ๐ Improves financial visibility across business units - ๐ค Great for CFOs, COOs, Finance Analysts, and BI teams - ๐ Scales across multiple divisions and companies - ๐ง Leverages AI for actionable insights and recommendations --- ๐งฉ 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 --- ๐ Get Started Now ๐ฏ Import the JSON template โ Connect your data โ Receive business insights via email. Donโt let manual reporting slow down your decision-making. ๐ Sign up for n8n Cloud ๐ Learn n8n with Amjid ๐ Download Guide --- Created by Amjid Ali | SyncBricksโข โ Automation for Everyone
How to import this n8n workflow
- 1
Download the workflow JSON file after purchase.
- 2
Open n8n โ click the menu โ Import from File.
- 3
Select the downloaded JSON and import.
- 4
Set up credentials for each node that requires them.
- 5
Click Execute Workflow to test, then activate.
Setup guide
Setup guide included
Purchase to unlock the full step-by-step guide
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- JSON blueprint โ instant download
- Setup guide PDF included
- 5 downloads ยท valid 30 days
- Works with n8n
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