Generate monthly financial reports with Gemini AI, SQL, and Outlook
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 to replace before upgrading
| Removed in 3.0 | Replace with |
|---|---|
| AI Agent v1 (old agent modes) Business Performance AI Agent (Analyst) (v1.8) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
Nodes used (15)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - MySQL
n8n-nodes-base.mySql - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches - Edit Fields (Set)
n8n-nodes-base.set - Date & Time
n8n-nodes-base.dateTime - Code
n8n-nodes-base.code - Filter
n8n-nodes-base.filter - HTML
n8n-nodes-base.html - Merge
n8n-nodes-base.merge - Microsoft Outlook
n8n-nodes-base.microsoftOutlook - Wait
n8n-nodes-base.wait - Calculator
@n8n/n8n-nodes-langchain.toolCalculator - AI Agent
@n8n/n8n-nodes-langchain.agent - Think Tool
@n8n/n8n-nodes-langchain.toolThink - Google Gemini Chat Model
@n8n/n8n-nodes-langchain.lmChatGoogleGemini
What it does
🚀 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 a polished HTML report to your email inbox - 🔧 Fully modular – replace data source with Excel, Google Sheets, or APIs !Sample Report --- 🧑🏫 Step-by-Step Video Tutorial 🎥 Watch the full tutorial on YouTube: !Watch Tutorial 📌 Learn how each node works and see the AI-generated report in action. --- 🌐 Useful Links - 🔗 Sign up for n8n Cloud (recommended for non-tech users): 👉 https://n8n.syncbricks.com - 📘 Download the step-by-step Guidebook (Free): 👉 https://lms.syncbricks.com/books/n8n - 📚 Explore the full course on n8n (includes templates, workflows, and AI integrations): 👉 https://lms.syncbricks.com/courses/n8n --- 🛠 Requirements - ✅ n8n (Self-hosted or Cloud) - ✅ SQL Database (MySQL / PostgreSQL / ERPNext) - ✅ Microsoft Outlook or Gmail (to send the report) - ✅ Gemini API Key (for AI analysis) - ✅ Basic understanding of your data schema --- 💡 Why Use This Template? - ⏱ Saves 2-3 days of manual work every month - 📈 Improves financial visibility across business units - 🤝 Great for CFOs, COOs, Finance Analysts, and BI teams - 🔄 Scales across multiple divisions and companies - 🧠 Leverages AI for actionable insights and recommendations --- 🧩 Customize It Your Way - Replace the SQL nodes with: - Excel / Google Sheets - Airtable / APIs - Custom Applications - Swap the AI model: - OpenAI GPT - Claude - DeepSeek - Adjust the report structure or HTML style --- 🙌 Get Started Now 🎯 Import the JSON template → Connect your data → Receive business insights via email. Don’t let manual reporting slow down your decision-making. 👉 Sign up for n8n Cloud 👉 Learn n8n with Amjid 👉 Download Guide --- Created by Amjid Ali | SyncBricks™ – Automation for Everyone