Marth - Business Automation This workflow corresponds to n8n.io template #6606 — we link there as the canonical source.
This workflow follows the Gmail → Google Docs 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 →
{
"id": "2eqbazs74BzEEKiG",
"meta": {
"templateCredsSetupCompleted": true
},
"name": "Automated Comprehensive Financial Analysis & Insight Reporting System with GPT-4",
"tags": [],
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{
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{
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{
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{
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"settings": {
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"connections": {
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"Accounting": {
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"Accounting Data": {
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"Loop Over Items": {
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},
"Raw Data Storage": {
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{
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},
"Schedule Trigger": {
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{
"node": "Bank Transactions",
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},
{
"node": "Investment Transactions",
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},
{
"node": "Accounting Data",
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}
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},
"Bank Transactions": {
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{
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},
"Retrieve Raw Data": {
"main": [
[
{
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"type": "main",
"index": 0
}
]
]
},
"Send Final Report": {
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[
{
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}
]
]
},
"Create Financial Report": {
"main": [
[
{
"node": "Check for Anomalies to Trigger Alert",
"type": "main",
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}
]
]
},
"Investment Transactions": {
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[
{
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}
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},
"Transaction Categorizer": {
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"type": "main",
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}
]
]
},
"Spending Pattern Analyst": {
"main": [
[
{
"node": "Investment Performance Insight",
"type": "main",
"index": 0
}
]
]
},
"Consolidate All AI Insights": {
"main": [
[
{
"node": "Create Financial Report",
"type": "main",
"index": 0
}
]
]
},
"Investment Performance Insight": {
"main": [
[
{
"node": "Overall Financial Health Assessor & Recommendations",
"type": "main",
"index": 0
}
]
]
},
"Clean & Categorized Data Storage": {
"main": [
[
{
"node": "Retrieve Clean Data for Analysis",
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}
]
]
},
"Retrieve Clean Data for Analysis": {
"main": [
[
{
"node": "Aggregate Data for Overall Analysis",
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}
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},
"Aggregate Data for Overall Analysis": {
"main": [
[
{
"node": "Spending Pattern Analyst",
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}
]
]
},
"Anomaly Detector/Red Flag Identifier": {
"main": [
[
{
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"type": "main",
"index": 0
}
]
]
},
"Check for Anomalies to Trigger Alert": {
"main": [
[
{
"node": "Anomaly Alert",
"type": "main",
"index": 0
}
],
[
{
"node": "Send Final Report",
"type": "main",
"index": 0
}
]
]
},
"Consolidate AI Output & Prepare for Storage": {
"main": [
[
{
"node": "Clean & Categorized Data Storage",
"type": "main",
"index": 0
}
]
]
},
"Overall Financial Health Assessor & Recommendations": {
"main": [
[
{
"node": "Consolidate All AI Insights",
"type": "main",
"index": 0
}
]
]
}
}
}
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About this workflow
Imagine a dedicated financial expert tirelessly working behind the scenes, sifting through every transaction, every investment move, and every accounting entry. That's exactly what this automated system does for you, turning raw financial chaos into crystal-clear insights.…
Source: https://n8n.io/workflows/6606/ — original creator credit. Request a take-down →
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