Send daily executive financial briefings with Google Sheets, GPT-4o-mini, Notion and Telegram

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1. Workflow Overview

Quick overview This workflow runs every weekday at 7 AM to pull financial data from Google Sheets, calculate KPIs, generate an executive briefing with OpenAI (GPT 4o mini), save the report to Notio...

Best for

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

Tools used

n8n-nodes-base.stickynote, n8n-nodes-base.code, n8n-nodes-base.scheduletrigger, n8n-nodes-base.googlesheets, n8n-nodes-base.merge, n8n-nodes-base.notion, n8n-nodes-base.telegram, n8n-nodes-base.if

Source and attribution

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

Original n8n.io source

1.1 Workflow description

Title: Send daily executive financial briefings with Google Sheets, GPT-4o-mini, Notion and Telegram
Workflow name: Send daily executive financial briefings with Google Sheets, GPT-4o-mini, Notion and Telegram

Quick overview

This workflow runs every weekday at 7 AM to pull financial data from Google Sheets, calculate KPIs, generate an executive briefing with OpenAI (GPT-4o-mini), save the report to Notion, and send it to Telegram, with a Slack alert on any workflow error.

How it works

Runs on a weekday schedule trigger at 7 AM.
Fetches the latest rows from five Google Sheets tabs: CashFlow, Revenue, Payroll, Subscriptions, and Expenses.
Combines the sheet data and calculates key KPIs (totals, percentage changes, cash runway, and status labels).
Sends the KPI summary to OpenAI (GPT-4o-mini) to generate a Telegram-formatted executive financial briefing.
Saves the AI-generated briefing to a Notion database page and sends the same briefing to a Telegram chat.
Checks whether revenue is down more than 10% and, if so, sends a separate critical alert message to Telegram.
If any node fails during execution, posts an error alert to a Slack channel.

Setup

Add Google Sheets OAuth2 credentials and replace the placeholder spreadsheet ID and sheet selections in all five Google Sheets nodes.
Add an OpenAI API credential for the GPT-4o-mini model used by the AI agent.
Add Notion credentials and set your Notion database ID where the CFO report pages are created.
Add Telegram bot credentials and set the target chat ID for both Telegram messages.
Add Slack OAuth2 credentials and choose the channel that should receive workflow error alerts.

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 - Sticky Note — Overview

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

Block 2 - Sticky Note — Trigger

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

Block 3 - Sticky Note — Data Fetching

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

Block 4 - Sticky Note — KPI Analysis

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

Block 5 - Sticky Note — AI Generation

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

Block 6 - Sticky Note — Delivery

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

Block 7 - Sticky Note — Security

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

Block 8 - Calculate KPIs & Status Labels

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

Block 9 - Merge AI Report + Financial Data

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

Block 10 - Weekday 7 AM Trigger

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

Block 11 - Fetch Cash Flow Data

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

Block 12 - Fetch Revenue Data

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

Block 13 - Fetch Payroll Data

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

Block 14 - Fetch Subscriptions Data

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

Block 15 - Fetch Expenses Data

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

Block 16 - Merge All Sheet Data

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 3.2

Block 17 - Save CFO Report to Notion

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

Block 18 - Send Daily Briefing to Telegram

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

Block 19 - Check for Critical Revenue Drop

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

Block 20 - Send Critical Revenue Alert

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

Block 21 - Generate AI Outreach Message1

Type / Role: @n8n/n8n-nodes-langchain.agent - agent
Config choices: Version 3

Block 22 - OpenAI GPT-4o-mini

Type / Role: @n8n/n8n-nodes-langchain.lmChatOpenAi - lmChatOpenAi
Config choices: Version 1.3

Block 23 - On Workflow Error

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

Block 24 - Slack: Error Alert

Type / Role: n8n-nodes-base.slack - slack
Config choices: Version 2.3

Showing the first 24 of 25 workflow blocks. Download the JSON for the full node graph.

3. Summary Table

Workflow	Send daily executive financial briefings with Google Sheets, GPT-4o-mini, Notion and Telegram
Complexity	advanced
Nodes	25
Categories	Document Extraction, AI Summarization
Author	Rahul Joshi
Published	17 Jun 2026

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/16459/16459.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 Send daily executive financial briefings with Google Sheets, GPT-4o-mini, Notion and Telegram 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, AI Summarization use case.

Rahul Joshi

269 workflows

Nodes

n8n-nodes-base.stickynote n8n-nodes-base.code n8n-nodes-base.scheduletrigger n8n-nodes-base.googlesheets n8n-nodes-base.merge n8n-nodes-base.notion n8n-nodes-base.telegram n8n-nodes-base.if

Complexity

advanced

Published 17 Jun 2026

Likes 0

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Install path: /data/workflows/16459/16459.json

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Send daily executive financial briefings with Google Sheets, GPT-4o-mini, Notion and Telegram

Workflow preview

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Quick overview

How it works

Setup

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Sticky Note — Overview

Block 2 - Sticky Note — Trigger

Block 3 - Sticky Note — Data Fetching

Block 4 - Sticky Note — KPI Analysis

Block 5 - Sticky Note — AI Generation

Block 6 - Sticky Note — Delivery

Block 7 - Sticky Note — Security

Block 8 - Calculate KPIs & Status Labels

Block 9 - Merge AI Report + Financial Data

Block 10 - Weekday 7 AM Trigger

Block 11 - Fetch Cash Flow Data

Block 12 - Fetch Revenue Data

Block 13 - Fetch Payroll Data

Block 14 - Fetch Subscriptions Data

Block 15 - Fetch Expenses Data

Block 16 - Merge All Sheet Data

Block 17 - Save CFO Report to Notion

Block 18 - Send Daily Briefing to Telegram

Block 19 - Check for Critical Revenue Drop

Block 20 - Send Critical Revenue Alert

Block 21 - Generate AI Outreach Message1

Block 22 - OpenAI GPT-4o-mini

Block 23 - On Workflow Error

Block 24 - Slack: Error Alert

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