🌸 CFO sunrise — Soft-Tech morning brief for household CEOs (n8n template)

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Important notice

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

1. Workflow Overview

Overview Serene CFO Sunrise is a gentle morning brief for Household CEOs — founders who run a business and a home. At 8:00 AM local time , it gathers bank balances, last 24h shop orders, open/ov...

Best for

Personal Productivity automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.cron, n8n-nodes-base.stickynote, n8n-nodes-base.set, n8n-nodes-base.function, n8n-nodes-base.httprequest, n8n-nodes-base.googlecalendar, n8n-nodes-base.openai, n8n-nodes-base.emailsend

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Shelly-Ann Davy.

Original n8n.io source

1.1 Workflow description

Title: 🌸 CFO sunrise — Soft-Tech morning brief for household CEOs (n8n template)
Workflow name: 🌸 CFO sunrise — Soft-Tech morning brief for household CEOs (n8n template)

🌸 Overview

Serene CFO Sunrise is a gentle morning brief for Household CEOs — founders who run a business and a home. At 8:00 AM local time, it gathers bank balances, last-24h shop orders, open/overdue invoices, and today’s calendar, then sends one elegant email (optional Telegram). Calm and family-hour friendly.

✨ Perfect For Real estate pros, insurance & tax advisors, Shopify/Etsy owners, and homemaker-entrepreneurs who prefer graceful soft tech over dashboards and data chaos.

🧠 What It Does

Pulls bank balances (Mercury/Relay/Plaid via HTTP)

Summarizes Shopify orders (last 24h)

Lists Stripe invoices (open/overdue)

Reads Google Calendar (today)

(Optional) Uses OpenAI to draft “Top 3 Priorities”

Sends a soft-styled morning email (+ optional Telegram)

🔐 Requirements

Bank API via HTTP (Mercury/Relay/Plaid)

Shopify Admin API

Stripe API

Google Calendar (OAuth2)

SMTP or Gmail

(Optional) Telegram Bot, OpenAI API

🧩 Placeholders to Update

YOUR_BANK_API_TOKEN

YOUR_SHOP (yourshop.myshopify.com)

YOUR_SHOPIFY_TOKEN

YOUR_STRIPE_SECRET

YOUR_FROM_EMAIL, YOUR_TO_EMAIL

YOUR_TELEGRAM_CHAT_ID (optional)

🛠️Setup (5–10 min)

Add credentials (HTTP Header Auth for Stripe/Shopify/Bank, Google Calendar OAuth2, SMTP/Gmail, optional Telegram, optional OpenAI).

Replace placeholders listed above.

Set the Cron to your preferred hour (default 08:00, local timezone).

Run once manually to confirm each section, then enable.

🔄 Flow (Node Map)

Cron (08:00) → Time Window → HTTP (Bank) + HTTP (Shopify) + HTTP (Stripe) + Google Calendar → Assemble Snapshot → (Optional) OpenAI “Top 3” → Build Message (soft HTML + text) → Email Send (+ optional Telegram)

🧪 Testing Tips

Temporarily set Cron to Every Minute.

Use Stripe test mode keys.

In Shopify, set created_at_min to a recent ISO time to force sample orders.

Add a dummy event to Google Calendar for today.

Check “Assemble Snapshot” output for metrics before sending.

🎨 Brand & Tone

This template includes a Brand Settings block (brandName, signature, accentEmoji) so your brief feels on-voice without edits to the logic.

✅ Template Notes

Use Sticky Notes for setup/testing (included).

No hardcoded API keys — store in credentials.

Keep Markdown headings (##) in this description.

Original use case; practical, production-ready.

🧯Failure Handling

Each data source is optional — if one API fails, the brief still sends the remaining sections so your morning stays calm.

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 - Start (Cron @ 08:00)

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

Block 2 - 🗒️ Sticky — Submission

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

Block 3 - 🗒️ Sticky — Brand

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

Block 4 - 🗒️ Sticky — Setup & Testing

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

Block 5 - Brand Settings

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

Block 6 - Time Window

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

Block 7 - Bank Balances (HTTP)

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 3

Block 8 - Shopify Orders (HTTP)

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 3

Block 9 - Stripe Invoices (Open)

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 3

Block 10 - Google Calendar — Today

Type / Role: n8n-nodes-base.googleCalendar - googleCalendar
Config choices: Version 3

Block 11 - Assemble Snapshot

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

Block 12 - Draft Top 3 (OpenAI)

Type / Role: n8n-nodes-base.openAi - openAi
Config choices: Version 4

Block 13 - Build Message (Soft HTML)

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

Block 14 - Send Email

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

Block 15 - Send Telegram (optional)

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

3. Summary Table

Workflow	🌸 CFO sunrise — Soft-Tech morning brief for household CEOs (n8n template)
Complexity	advanced
Nodes	15
Categories	Personal Productivity
Author	Shelly-Ann Davy
Published	02 Sept 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/8153/8153.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 Personal Productivity workflows

Frequently asked questions

What does 🌸 CFO sunrise — Soft-Tech morning brief for household CEOs (n8n template) do?

Overview Serene CFO Sunrise is a gentle morning brief for Household CEOs — founders who run a business and a home. At 8:00 AM local time , it gathers bank balances, last 24h shop orders, open/ov...

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 Personal Productivity use case.

Shelly-Ann Davy

36 workflows

Nodes

n8n-nodes-base.cron n8n-nodes-base.stickynote n8n-nodes-base.set n8n-nodes-base.function n8n-nodes-base.httprequest n8n-nodes-base.googlecalendar n8n-nodes-base.openai n8n-nodes-base.emailsend

Complexity

advanced

Published 02 Sept 2025

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/8153/8153.json

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🌸 CFO sunrise — Soft-Tech morning brief for household CEOs (n8n template)

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Start (Cron @ 08:00)

Block 2 - 🗒️ Sticky — Submission

Block 3 - 🗒️ Sticky — Brand

Block 4 - 🗒️ Sticky — Setup & Testing

Block 5 - Brand Settings

Block 6 - Time Window

Block 7 - Bank Balances (HTTP)

Block 8 - Shopify Orders (HTTP)

Block 9 - Stripe Invoices (Open)

Block 10 - Google Calendar — Today

Block 11 - Assemble Snapshot

Block 12 - Draft Top 3 (OpenAI)

Block 13 - Build Message (Soft HTML)

Block 14 - Send Email

Block 15 - Send Telegram (optional)

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