Generate Monthly Financial Reports with Gemini AI, SQL, and Outlook
n8n template #3617Summary
Use template🚀 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
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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.
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