Generate Monthly Financial Reports with Gemini AI, SQL, and Outlook

n8n template #3617

Summary

🚀 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

How to set it up

Open template #3617 on n8n.io and click Use for free, or copy the template JSON and paste it onto an empty canvas in n8n.
Create 3 credentials under Credentials → Add credential: MySQL, Microsoft Outlook, Google Gemini Chat Model. Then open each of those nodes and pick the credential.
Check the model in the AI Agent node. The template may point at a model your account can't use; swap it for one you have access to.
Click Execute workflow and step through each node's output to confirm the data looks right.
Toggle the workflow to Active so its trigger runs on its own.

Hand off to your agent

Prompt

Help me set up the n8n workflow "Generate Monthly Financial Reports with Gemini AI, SQL, and Outlook" (https://n8n.io/workflows/3617). It uses: MySQL, Microsoft Outlook, Code, HTML, AI Agent, Calculator, Google Gemini Chat Model, Think Tool. Import the template JSON into my n8n instance, list every credential I need to create, and walk me through testing it.

Paste into Claude Code and it will do the rest.

Apps and nodes

MySQL Microsoft Outlook Code HTML AI Agent Calculator Google Gemini Chat Model Think Tool

Questions

Yes. Amjid Ali published it free on n8n.io as a verified creator, and it has 14K views. It runs on n8n Cloud or a self-hosted n8n instance.

MySQL, Microsoft Outlook, Google Gemini Chat Model. The other 5 nodes are built into n8n.

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