Automated monthly energy reports with PostgreSQL, PDF.co & email delivery

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

Monthly Energy Generation Report (PostgreSQL → PDF → Email) This workflow automatically collects monthly energy generation data from a PostgreSQL database, converts it into a structured PDF report ...

Best for

Document Extraction automation workflows
intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.code, n8n-nodes-base.httprequest, n8n-nodes-base.gmail, n8n-nodes-base.postgres, n8n-nodes-base.scheduletrigger, n8n-nodes-base.stickynote

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by WeblineIndia.

Original n8n.io source

1.1 Workflow description

Title: Automated monthly energy reports with PostgreSQL, PDF.co & email delivery
Workflow name: Automated monthly energy reports with PostgreSQL, PDF.co & email delivery

Monthly Energy Generation Report (PostgreSQL → PDF → Email)

This workflow automatically collects monthly energy generation data from a PostgreSQL database, converts it into a structured PDF report and emails it to stakeholders. It eliminates manual report creation and ensures timely delivery of performance summaries.

Who’s it for

Energy companies monitoring solar, wind or hydro generation
Operations & maintenance (O&M) teams needing monthly summaries
Managers and executives who require periodic performance reports
Data analysts who want automated reporting instead of manual exports

How it works

Monthly Trigger → Schedules the workflow to run once a month.
Postgres Node → Fetches energy data from the energy_data table.
Code Node (Transform Data) → Structures the raw records into JSON with metadata (date_range, records, note).
HTTP Request (PDF.co API) → Converts structured data into a formatted PDF report.
Gmail Node (Send Report) → Sends the PDF report (or link) via email to the configured recipient.

How to set up

Import the workflow JSON into n8n.
Configure credentials:
- PostgreSQL connection (DB host, user, password, database, schema).
- Gmail OAuth2 credentials.
- PDF.co API key (for HTML → PDF conversion).
Update:
- Database table (energy_data).
- Email recipients in the Gmail node.
- PDF template (if custom formatting is required).
Activate workflow.

Requirements

n8n (self-hosted or cloud)
PostgreSQL database with energy generation data
PDF.co API account with valid API key
Gmail account with OAuth2 access
Internet access for API calls

How to customize

Change the SQL query in the Postgres node to filter specific plants or date ranges.
Update the Code node to add extra fields (e.g., average power, anomalies).
Modify the PDF.co request body to use a custom HTML template for branding.
Replace Gmail with Outlook, SMTP, or Slack for distribution.

Add-ons

Add Slack/Teams node to notify teams when reports are sent.
Store PDFs in Google Drive or S3 for archival.
Add a dashboard (e.g., Grafana or Superset) that references the same DB for real-time view.
Integrate with Jira to auto-create tasks for underperformance alerts.

Use Case Examples

Solar company emailing monthly reports to plant owners.
Wind farm operator generating regulatory compliance reports.
O&M teams automating KPI summaries for executives.
Consulting firms monitoring multiple clients’ energy production.

Common Troubleshooting

Issue	Possible Cause	Solution
Workflow does not trigger	Cron not set correctly	Verify `Schedule Trigger` node interval is monthly
No data returned from Postgres	Wrong schema/table or DB creds	Check DB connection and table name
PDF not generated	Invalid/missing PDF.co API key	Generate a new key in PDF.co dashboard
Email not sent	Gmail OAuth expired or wrong recipient	Reconnect Gmail credentials and confirm recipient email
PDF output malformed	Incorrect JSON → HTML conversion	Check Code node formatting and PDF.co request body

Need Help?

Our n8n workflow automation experts at WeblineIndia can help you:

Set up the PostgreSQL connection securely,
Customize the PDF layout with your company branding,
Add more delivery channels (Slack, Teams, S3),
Extend reporting logic (KPIs, charts, anomaly detection),
And so much more.

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Transform data

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 2 - Convert data to pdf

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 3 - Send Report

Type / Role: n8n-nodes-base.gmail - gmail
Config choices: Version 2.1

Block 4 - Get energy data

Type / Role: n8n-nodes-base.postgres - postgres
Config choices: Version 2.6

Block 5 - Monthly Trigger

Type / Role: n8n-nodes-base.scheduleTrigger - scheduleTrigger
Config choices: Version 1.2

Block 6 - Sticky Note

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 7 - Sticky Note1

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

3. Summary Table

Workflow	Automated monthly energy reports with PostgreSQL, PDF.co & email delivery
Complexity	intermediate
Nodes	7
Categories	Document Extraction
Author	WeblineIndia
Published	01 Sept 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/8113/8113.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source Document Extraction workflows

Frequently asked questions

What does Automated monthly energy reports with PostgreSQL, PDF.co & email delivery do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Document Extraction use case.

WeblineIndia

216 workflows

Nodes

n8n-nodes-base.code n8n-nodes-base.httprequest n8n-nodes-base.gmail n8n-nodes-base.postgres n8n-nodes-base.scheduletrigger n8n-nodes-base.stickynote

Complexity

intermediate

Published 01 Sept 2025

Likes 0

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Install path: /data/workflows/8113/8113.json

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Automated monthly energy reports with PostgreSQL, PDF.co & email delivery

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Monthly Energy Generation Report (PostgreSQL → PDF → Email)

Who’s it for

How it works

How to set up

Requirements

How to customize

Add-ons

Use Case Examples

Common Troubleshooting

Need Help?

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Transform data

Block 2 - Convert data to pdf

Block 3 - Send Report

Block 4 - Get energy data

Block 5 - Monthly Trigger

Block 6 - Sticky Note

Block 7 - Sticky Note1

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions