Create Xero AR/AP Markdown snapshots with optional OpenAI GPT summaries
Needs changesNeeds changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 12 nodes and runs on a schedule (every week at 08:00). Along the way it connects Xero and OpenAI Chat Model.
How it runs
Trigger: On a schedule (every week at 08:00).
- Prepare Snapshot Config (Code): runs custom JavaScript code
- Retrieve Xero Customer Invoices (Xero): get many
- Retrieve Xero Supplier Bills (Xero): get many
- Flatten Customer Invoices (Code): runs custom JavaScript code
- Flatten Supplier Bills (Code): runs custom JavaScript code
- Merge: merges the data from its input branches
- Create Snapshot Markdown (Code): runs custom JavaScript code
- Generate Snapshot Output (Code): runs custom JavaScript code
- AI Summary Agent (AI Agent): runs an AI agent, with model: OpenAI Chat Model
- Generate AI Enhanced Snapshot (Code): runs custom JavaScript code
Services it uses
Before you upgrade to n8n 3.0
1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:
- AI Agent v1 (old agent modes) in AI Summary Agent (v1.6): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).
| Removed in 3.0 | Replace with |
|---|---|
| AI Agent v1 (old agent modes) AI Summary Agent (v1.6) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
Nodes used (6)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - Code
n8n-nodes-base.code - Xero
n8n-nodes-base.xero - Merge
n8n-nodes-base.merge - AI Agent
@n8n/n8n-nodes-langchain.agent - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi
From the author
Quick overview This workflow runs on a schedule to pull outstanding customer invoices and supplier bills from Xero, ranks the top 5 by amount due, and generates a Markdown AR/AP snapshot (optionally adding an OpenAI-based narrative summary). How it works 1.…