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

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Important notice

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

1. Workflow Overview

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 re...

Best for

Document Extraction automation workflows
AI Summarization automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.scheduletrigger, n8n-nodes-base.mysql, n8n-nodes-base.splitinbatches, n8n-nodes-base.set, n8n-nodes-base.datetime, n8n-nodes-base.code, n8n-nodes-base.filter, n8n-nodes-base.html

Source and attribution

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

Original n8n.io source

1.1 Workflow description

Title: Generate monthly financial reports with Gemini AI, SQL, and Outlook
Workflow name: 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 — 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

🔗 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

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

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 - Schedule Trigger

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

Block 2 - YTD vs Prevoius Month1

Type / Role: n8n-nodes-base.mySql - mySql
Config choices: Version 2.4

Block 3 - Loop Over Items

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

Block 4 - CostCentrs

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 5 - Date & Time

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

Block 6 - PreviousMonth

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

Block 7 - Selected Cost Center

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 8 - Get Cost Centers with Budgets

Type / Role: n8n-nodes-base.mySql - mySql
Config choices: Version 2.4

Block 9 - Filter

Type / Role: n8n-nodes-base.filter - filter
Config choices: Version 2.2

Block 10 - HTML

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

Block 11 - verticalPL

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

Block 12 - Merge

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 3.1

Block 13 - Code

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

Block 14 - Microsoft Outlook2

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

Block 15 - CostCenter

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

Block 16 - WIP1

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

Block 17 - Employees

Type / Role: n8n-nodes-base.mySql - mySql
Config choices: Version 2.4

Block 18 - Employees1

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

Block 19 - Wait

Type / Role: n8n-nodes-base.wait - wait
Config choices: Version 1.1

Block 20 - Financial Performance

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

Block 21 - Email Data

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 22 - Calculator

Type / Role: @n8n/n8n-nodes-langchain.toolCalculator - toolCalculator
Config choices: Version 1

Block 23 - Business Performance AI Agent (Analyst)

Type / Role: @n8n/n8n-nodes-langchain.agent - agent
Config choices: Version 1.8

Block 24 - Think

Type / Role: @n8n/n8n-nodes-langchain.toolThink - toolThink
Config choices: Version 1

Showing the first 24 of 30 workflow blocks. Download the JSON for the full node graph.

3. Summary Table

Workflow	Generate monthly financial reports with Gemini AI, SQL, and Outlook
Complexity	advanced
Nodes	30
Categories	Document Extraction, AI Summarization
Author	Amjid Ali
Published	19 Apr 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/3617/3617.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 AI Summarization workflows

Frequently asked questions

What does Generate monthly financial reports with Gemini AI, SQL, and Outlook do?

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 re...

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, AI Summarization use case.

Amjid Ali

17 workflows

Nodes

n8n-nodes-base.scheduletrigger n8n-nodes-base.mysql n8n-nodes-base.splitinbatches n8n-nodes-base.set n8n-nodes-base.datetime n8n-nodes-base.code n8n-nodes-base.filter n8n-nodes-base.html

Complexity

advanced

Published 19 Apr 2025

Likes 0

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Install path: /data/workflows/3617/3617.json

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

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

🚀 AI-Powered Business Performance Reporting Automation

🎯 What This Automation Does

🧑‍🏫 Step-by-Step Video Tutorial

🌐 Useful Links

🛠 Requirements

💡 Why Use This Template?

🧩 Customize It Your Way

🙌 Get Started Now

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Schedule Trigger

Block 2 - YTD vs Prevoius Month1

Block 3 - Loop Over Items

Block 4 - CostCentrs

Block 5 - Date & Time

Block 6 - PreviousMonth

Block 7 - Selected Cost Center

Block 8 - Get Cost Centers with Budgets

Block 9 - Filter

Block 10 - HTML

Block 11 - verticalPL

Block 12 - Merge

Block 13 - Code

Block 14 - Microsoft Outlook2

Block 15 - CostCenter

Block 16 - WIP1

Block 17 - Employees

Block 18 - Employees1

Block 19 - Wait

Block 20 - Financial Performance

Block 21 - Email Data

Block 22 - Calculator

Block 23 - Business Performance AI Agent (Analyst)

Block 24 - Think

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