Generate monthly AI financial reports with OpenAI and email/Slack distribution

by Oneclick AI Squad ✓ · 81 views · created 2026-02-26 · Document Extraction, AI Summarization

What this workflow does

This workflow has 15 nodes and runs on a schedule (cron 0 8 1 * *). Along the way it connects Postgres. It also calls api.openai.com over HTTP.

How it runs

Trigger: On a schedule (cron 0 8 1 * *).

1. Fetch P&L statement (HTTP Request): calls an HTTP API
2. Fetch balance sheet (HTTP Request): calls an HTTP API
3. Fetch cash flow statement (HTTP Request): calls an HTTP API
4. Fetch previous period data for comparison (HTTP Request): calls an HTTP API
5. Merge: merges the data from its input branches
6. Normalize and validate financial data (Code): runs custom JavaScript code
7. Analyze trends and detect anomalies (Code): runs custom JavaScript code
8. Generate AI-powered insights (HTTP Request): calls api.openai.com (POST)
9. Extract and format AI insights (Code): runs custom JavaScript code
10. Generate professional HTML report (Code): runs custom JavaScript code

…plus 4 more steps. See the full node list below.

Services it uses

Postgres

HTTP calls to: api.openai.com

Before you upgrade to n8n 3.0

Nodes used (6)

• Schedule Triggern8n-nodes-base.scheduleTrigger
• HTTP Requestn8n-nodes-base.httpRequest
• Mergen8n-nodes-base.merge
• Coden8n-nodes-base.code
• Postgresn8n-nodes-base.postgres
• Send Emailn8n-nodes-base.emailSend

From the author

This n8n workflow automatically fetches monthly financial statements, normalizes the data, performs KPI calculations and trend analysis, detects anomalies, generates AI-powered executive insights and recommendations, creates professional reports, and…

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