🔬 Generate monthly financial reports with Gemini AI, SQL, and Outlook
⚡ 21,617 views · 🔬 Document Extraction & Analysis
Description
🚀 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 — all delivered directly to your inbox.
🎯 What This Automation Does
- 📆 Triggers automatically every month (5th of each month)
- 🧮 Fetches financial data from SQL (ERPNext or any database)
- 🔁 Loops over cost centers to analyze each business unit individually
- 📊 Generates Profit & Loss reports, WIP, Employee stats, and vertical breakdowns
- 🤖 Uses Google Gemini 2.5 AI to perform advanced financial analysis
- 💌 Delivers a polished HTML report to your email inbox
- 🔧 Fully modular – replace data source with Excel, Google Sheets, or APIs
🧑🏫 Step-by-Step Video Tutorial
🎥 Watch the full tutorial on YouTube:
📌 Learn how each node works and see the AI-generated report in action.
🌐 Useful Links
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🔗 Sign up for n8n Cloud (recommended for non-tech users):
👉 https://n8n.syncbricks.com -
📘 Download the step-by-step Guidebook (Free):
👉 https://lms.syncbricks.com/books/n8n -
📚 Explore the full course on n8n (includes templates, workflows, and AI integrations):
👉 https://lms.syncbricks.com/courses/n8n
🛠 Requirements
- ✅ n8n (Self-hosted or Cloud)
- ✅ SQL Database (MySQL / PostgreSQL / ERPNext)
- ✅ Microsoft Outlook or Gmail (to send the report)
- ✅ Gemini API Key (for AI analysis)
- ✅ Basic understanding of your data schema
💡 Why Use This Template?
- ⏱ Saves 2-3 days of manual work every month
- 📈 Improves financial visibility across business units
- 🤝 Great for CFOs, COOs, Finance Analysts, and BI teams
- 🔄 Scales across multiple divisions and companies
- 🧠 Leverages AI for actionable insights and recommendations
🧩 Customize It Your Way
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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
🙌 Get Started Now
🎯 Import the JSON template → Connect your data → Receive business insights via email.
Don’t let manual reporting slow down your decision-making.
👉 Sign up for n8n Cloud
👉 Learn n8n with Amjid
👉 Download Guide
Created by Amjid Ali | SyncBricks™ – Automation for Everyone
🔗 Nodes Used
MySQL, Microsoft Outlook, Schedule Trigger, Filter, AI Agent, Calculator
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File