Automate monthly payroll tax compliance with GPT-4, Google Sheets and Drive
Ready for 3.0What this workflow does
This AI workflow has 14 nodes and runs on a schedule (every month at 09:00). Along the way it connects Gmail, Google Sheets, Google Drive and OpenAI Chat Model.
How it runs
Trigger: On a schedule (every month at 09:00).
- Workflow Configuration (Edit Fields (Set)): sets 8 fields: revenueApiUrl, taxAgentEmail, complianceSheetId…
- Fetch Revenue Data (HTTP Request): calls an HTTP API
- Calculate Payroll (Edit Fields (Set)): sets 4 fields: employeeName, grossRevenue, payrollAmount…
- Apply Tax Withholding (Edit Fields (Set)): sets 6 fields: federalTax, stateTax, socialSecurity…
- Aggregate Tax Summary (Summarize): summarizes / groups the items
- Generate Summary Document (HTML): parses or builds HTML
- AI Tax Compliance Analyst (AI Agent): runs an AI agent, with model: OpenAI GPT-; output parser: Tax Analysis Output Parser
- Convert to PDF (Convert to File): converts data to a file (html)
- Send to Tax Agent (Gmail): uses Gmail
- Store in Compliance Sheet (Google Sheets): append or update
…plus 1 more step. See the full node list below.
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 (12)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - Edit Fields (Set)
n8n-nodes-base.set - HTTP Request
n8n-nodes-base.httpRequest - Summarize
n8n-nodes-base.summarize - HTML
n8n-nodes-base.html - Convert to File
n8n-nodes-base.convertToFile - Gmail
n8n-nodes-base.gmail - Google Sheets
n8n-nodes-base.googleSheets - Google Drive
n8n-nodes-base.googleDrive - AI Agent
@n8n/n8n-nodes-langchain.agent - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured
From the author
How It Works Automates monthly payroll processing and tax compliance by calculating employee payroll, applying accurate withholdings, generating comprehensive tax summaries, and producing compliance-ready documentation. The system fetches revenue and payroll…