Shelly-Ann Davy This workflow corresponds to n8n.io template #8473 — we link there as the canonical source.
This workflow follows the Emailsend → Google Sheets recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"meta": {
"templateCreatedBy": {
"id": "template-creator",
"name": "n8n Template Creator"
},
"templateCredentials": [
"gmailOAuth2",
"googleSheetsOAuth2Api",
"openAiApi",
"smtp"
]
},
"name": "Auto-Finance Tracker: Sync Receipts, Forecast Cash Flow & Get Monthly Reports",
"nodes": [
{
"id": "sticky-description",
"name": "\ud83d\udccb Template Description",
"type": "n8n-nodes-base.stickyNote",
"position": [
50,
50
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "cron-trigger-node",
"name": "Monthly Report Trigger",
"type": "n8n-nodes-base.cron",
"position": [
250,
100
],
"parameters": {},
"typeVersion": 1
},
{
"id": "user-config",
"name": "User Config",
"type": "n8n-nodes-base.set",
"position": [
50,
200
],
"parameters": {},
"typeVersion": 2
},
{
"id": "gmail-fetch-node",
"name": "Fetch Receipt Emails",
"type": "n8n-nodes-base.gmail",
"position": [
250,
300
],
"parameters": {},
"typeVersion": 2
},
{
"id": "gmail-get-attachments",
"name": "Get Email with Attachments",
"type": "n8n-nodes-base.gmail",
"position": [
450,
300
],
"parameters": {},
"typeVersion": 2
},
{
"id": "parse-email-body",
"name": "Parse Email Body & Check Attachments",
"type": "n8n-nodes-base.function",
"position": [
650,
300
],
"parameters": {},
"typeVersion": 1
},
{
"id": "ai-extract-receipt",
"name": "AI: Extract Receipt Data (GPT-4o)",
"type": "n8n-nodes-base.openAi",
"position": [
850,
300
],
"parameters": {},
"typeVersion": 1
},
{
"id": "clean-ai-output",
"name": "Clean & Parse AI Output",
"type": "n8n-nodes-base.function",
"position": [
1050,
300
],
"parameters": {},
"typeVersion": 1
},
{
"id": "check-duplicates",
"name": "Check for Duplicates",
"type": "n8n-nodes-base.googleSheets",
"position": [
1250,
300
],
"parameters": {},
"typeVersion": 4
},
{
"id": "filter-missing-vendor",
"name": "Filter: Skip if Missing Vendor",
"type": "n8n-nodes-base.if",
"position": [
1450,
300
],
"parameters": {},
"typeVersion": 2
},
{
"id": "append-to-sheet",
"name": "Append to Finance Sheet",
"type": "n8n-nodes-base.googleSheets",
"position": [
1650,
300
],
"parameters": {},
"typeVersion": 4
},
{
"id": "generate-date-range",
"name": "Generate Month Range",
"type": "n8n-nodes-base.function",
"position": [
450,
100
],
"parameters": {},
"typeVersion": 1
},
{
"id": "read-finance-data",
"name": "Read All Finance Data",
"type": "n8n-nodes-base.googleSheets",
"position": [
650,
100
],
"parameters": {},
"typeVersion": 4
},
{
"id": "aggregate-monthly",
"name": "Aggregate Monthly Data",
"type": "n8n-nodes-base.function",
"position": [
850,
100
],
"parameters": {},
"typeVersion": 1
},
{
"id": "ai-generate-insights",
"name": "AI: Generate Insights",
"type": "n8n-nodes-base.openAi",
"position": [
1050,
100
],
"parameters": {},
"typeVersion": 1
},
{
"id": "generate-chart",
"name": "Generate Chart & Final Data",
"type": "n8n-nodes-base.function",
"position": [
1250,
100
],
"parameters": {},
"typeVersion": 1
},
{
"id": "email-report",
"name": "Send Monthly Report",
"type": "n8n-nodes-base.emailSend",
"position": [
1450,
100
],
"parameters": {},
"typeVersion": 2
}
],
"settings": {
"executionOrder": "v1"
},
"versionId": "v2.1-production-ready",
"connections": {
"Check for Duplicates": {
"main": [
[
{
"node": "Filter: Skip if Missing Vendor",
"type": "main",
"index": 0
}
]
]
},
"Fetch Receipt Emails": {
"main": [
[
{
"node": "Get Email with Attachments",
"type": "main",
"index": 0
}
]
]
},
"Generate Month Range": {
"main": [
[
{
"node": "Read All Finance Data",
"type": "main",
"index": 0
}
]
]
},
"AI: Generate Insights": {
"main": [
[
{
"node": "Generate Chart & Final Data",
"type": "main",
"index": 0
}
]
]
},
"Read All Finance Data": {
"main": [
[
{
"node": "Aggregate Monthly Data",
"type": "main",
"index": 0
}
]
]
},
"Aggregate Monthly Data": {
"main": [
[
{
"node": "AI: Generate Insights",
"type": "main",
"index": 0
}
]
]
},
"Monthly Report Trigger": {
"main": [
[
{
"node": "Generate Month Range",
"type": "main",
"index": 0
},
{
"node": "Fetch Receipt Emails",
"type": "main",
"index": 0
}
]
]
},
"Clean & Parse AI Output": {
"main": [
[
{
"node": "Check for Duplicates",
"type": "main",
"index": 0
}
]
]
},
"Get Email with Attachments": {
"main": [
[
{
"node": "Parse Email Body & Check Attachments",
"type": "main",
"index": 0
}
]
]
},
"Generate Chart & Final Data": {
"main": [
[
{
"node": "Send Monthly Report",
"type": "main",
"index": 0
}
]
]
},
"Filter: Skip if Missing Vendor": {
"main": [
[
{
"node": "Append to Finance Sheet",
"type": "main",
"index": 0
}
]
]
},
"AI: Extract Receipt Data (GPT-4o)": {
"main": [
[
{
"node": "Clean & Parse AI Output",
"type": "main",
"index": 0
}
]
]
},
"Parse Email Body & Check Attachments": {
"main": [
[
{
"node": "AI: Extract Receipt Data (GPT-4o)",
"type": "main",
"index": 0
}
]
]
}
}
}
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About this workflow
This automation helps small business owners track income and expenses effortlessly, turning scattered emails and WhatsApp messages into structured financial data — all without manual entry.
Source: https://n8n.io/workflows/8473/ — original creator credit. Request a take-down →
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