Multi-source tax & cash flow forecasting with GPT-4, Gmail and Google Sheets
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 12 nodes and runs on a schedule (every month at 09:00). Along the way it connects OpenAI Chat Model, Gmail and Google Sheets.
How it runs
Trigger: On a schedule (every month at 09:00).
- Workflow Configuration (Edit Fields (Set)): sets 9 fields: revenueSource1Url, revenueSource2Url, revenueSource3Url…
- Fetch Revenue Data - Source (HTTP Request): calls an HTTP API
- Fetch Revenue Data - Source (HTTP Request): calls an HTTP API
- Fetch Revenue Data - Source (HTTP Request): calls an HTTP API
- Aggregate: combines items into one
- Tax Forecasting AI Agent (AI Agent): runs an AI agent, with model: OpenAI GPT-; output parser: Structured Forecast Output
- Format Report Data (Edit Fields (Set)): sets 4 fields: reportDate, reportTitle, emailSubject…
- Send Report to Tax Agent (Gmail): uses Gmail
- Store in Google Sheets (Google Sheets): append or update
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (9)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - Edit Fields (Set)
n8n-nodes-base.set - HTTP Request
n8n-nodes-base.httpRequest - Aggregate
n8n-nodes-base.aggregate - AI Agent
@n8n/n8n-nodes-langchain.agent - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Gmail
n8n-nodes-base.gmail - Google Sheets
n8n-nodes-base.googleSheets
From the author
How It Works Automates monthly revenue aggregation from multiple sources with intelligent tax forecasting using GPT-4 structured analysis. Fetches revenue data from up to three distinct sources, consolidates datasets into unified records, applies OpenAI GPT-4…