AutomationFlows โ€บ AI & RAG โ€บ Cfo Sunrise โ€” Soft-tech Morning Brief for Household Ceos (n8n Template)

Cfo Sunrise โ€” Soft-tech Morning Brief for Household Ceos (n8n Template)

Original n8n title: ๐ŸŒธ Cfo Sunrise โ€” Soft-tech Morning Brief for Household Ceos (n8n Template)

ByShelly-Ann Davy @SheCodesFlowโœ“ on n8n.io

๐ŸŒธ Overview

Cron / scheduled triggerโ˜…โ˜…โ˜…โ˜…โ˜† complexityAI-powered15 nodesHTTP RequestGoogle CalendarOpenAIEmail SendTelegram
AI & RAG Trigger: Cron / scheduled Nodes: 15 Complexity: โ˜…โ˜…โ˜…โ˜…โ˜† AI nodes: yes Added:

This workflow corresponds to n8n.io template #8153 โ€” we link there as the canonical source.

This workflow follows the Emailsend โ†’ HTTP Request recipe pattern โ€” 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 โ†’

Download .json
{
  "meta": {
    "templateCredsNote": "Use credentials for HTTP Header Auth (Stripe, Shopify, Bank), Google OAuth2, SMTP, Telegram."
  },
  "name": "Serene CFO Sunrise \u2014 Soft\u2011Tech Morning Brief (Household CEO) \ud83c\udf38",
  "nodes": [
    {
      "id": "Cron1",
      "name": "Start (Cron @ 08:00)",
      "type": "n8n-nodes-base.cron",
      "position": [
        260,
        260
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "id": "Note0",
      "name": "\ud83d\uddd2\ufe0f Sticky \u2014 Submission",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        260,
        40
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "id": "NoteBrand",
      "name": "\ud83d\uddd2\ufe0f Sticky \u2014 Brand",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        720,
        40
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "id": "NoteSetup",
      "name": "\ud83d\uddd2\ufe0f Sticky \u2014 Setup & Testing",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1100,
        40
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "id": "SetBrand",
      "name": "Brand Settings",
      "type": "n8n-nodes-base.set",
      "position": [
        560,
        260
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "id": "FuncTime",
      "name": "Time Window",
      "type": "n8n-nodes-base.function",
      "position": [
        840,
        260
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "id": "HTTPBank",
      "name": "Bank Balances (HTTP)",
      "type": "n8n-nodes-base.httpRequest",
      "notes": "Swap URL/provider for Relay/Plaid as needed. Keep tokens in credentials.",
      "position": [
        1140,
        180
      ],
      "parameters": {},
      "notesInFlow": true,
      "typeVersion": 3
    },
    {
      "id": "HTTPShopify",
      "name": "Shopify Orders (HTTP)",
      "type": "n8n-nodes-base.httpRequest",
      "notes": "Prefer native Shopify node if you like.",
      "position": [
        1140,
        260
      ],
      "parameters": {},
      "notesInFlow": true,
      "typeVersion": 3
    },
    {
      "id": "HTTPStripe",
      "name": "Stripe Invoices (Open)",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        1140,
        340
      ],
      "parameters": {},
      "notesInFlow": true,
      "typeVersion": 3
    },
    {
      "id": "GCal",
      "name": "Google Calendar \u2014 Today",
      "type": "n8n-nodes-base.googleCalendar",
      "position": [
        1140,
        420
      ],
      "parameters": {},
      "typeVersion": 3
    },
    {
      "id": "Assemble",
      "name": "Assemble Snapshot",
      "type": "n8n-nodes-base.function",
      "position": [
        1400,
        300
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "id": "OpenAI",
      "name": "Draft Top 3 (OpenAI)",
      "type": "n8n-nodes-base.openAi",
      "position": [
        1600,
        300
      ],
      "parameters": {},
      "typeVersion": 4
    },
    {
      "id": "BuildMsg",
      "name": "Build Message (Soft HTML)",
      "type": "n8n-nodes-base.function",
      "position": [
        1800,
        300
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "id": "EmailSend",
      "name": "Send Email",
      "type": "n8n-nodes-base.emailSend",
      "position": [
        2000,
        260
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "id": "Telegram",
      "name": "Send Telegram (optional)",
      "type": "n8n-nodes-base.telegram",
      "position": [
        2000,
        340
      ],
      "parameters": {},
      "typeVersion": 2
    }
  ],
  "version": 2,
  "settings": {
    "timezone": "America/Los_Angeles"
  },
  "connections": {
    "Time Window": {
      "main": [
        [
          {
            "node": "Bank Balances (HTTP)",
            "type": "main",
            "index": 0
          },
          {
            "node": "Shopify Orders (HTTP)",
            "type": "main",
            "index": 0
          },
          {
            "node": "Stripe Invoices (Open)",
            "type": "main",
            "index": 0
          },
          {
            "node": "Google Calendar \u2014 Today",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Brand Settings": {
      "main": [
        [
          {
            "node": "Time Window",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Assemble Snapshot": {
      "main": [
        [
          {
            "node": "Draft Top 3 (OpenAI)",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Bank Balances (HTTP)": {
      "main": [
        [
          {
            "node": "Assemble Snapshot",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Draft Top 3 (OpenAI)": {
      "main": [
        [
          {
            "node": "Build Message (Soft HTML)",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Start (Cron @ 08:00)": {
      "main": [
        [
          {
            "node": "Brand Settings",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Shopify Orders (HTTP)": {
      "main": [
        [
          {
            "node": "Assemble Snapshot",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Stripe Invoices (Open)": {
      "main": [
        [
          {
            "node": "Assemble Snapshot",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Build Message (Soft HTML)": {
      "main": [
        [
          {
            "node": "Send Email",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Send Telegram (optional)",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Google Calendar \u2014 Today": {
      "main": [
        [
          {
            "node": "Assemble Snapshot",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
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About this workflow

๐ŸŒธ Overview

Source: https://n8n.io/workflows/8153/ โ€” original creator credit. Request a take-down โ†’

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