🌸 Overview
🌸 Overview Serene CFO Sunrise is a gentle morning brief for Household CEOs — founders who run a business and a home. At 8:00 AM local time, it gathers bank balances, last-24h shop orders, open/overdue invoices, and today’s calendar, then sends one elegant email (optional Telegram). Calm and family-hour friendly. ✨ Perfect For Real estate pros, insurance & tax advisors, Shopify/Etsy owners, and homemaker-entrepreneurs who prefer graceful soft tech over dashboards and data chaos. 🧠 What It Does Pulls bank balances (Mercury/Relay/Plaid via HTTP) Summarizes Shopify orders (last 24h) Lists Stripe invoices (open/overdue) Reads Google Calendar (today) (Optional) Uses OpenAI to draft “Top 3 Priorities” Sends a soft-styled morning email (+ optional Telegram) 🔐 Requirements Bank API via HTTP (Mercury/Relay/Plaid) Shopify Admin API Stripe API Google Calendar (OAuth2) SMTP or Gmail (Optional) Telegram Bot, OpenAI API 🧩 Placeholders to Update YOUR_BANK_API_TOKEN YOUR_SHOP (yourshop.myshopify.com) YOUR_SHOPIFY_TOKEN YOUR_STRIPE_SECRET YOUR_FROM_EMAIL, YOUR_TO_EMAIL YOUR_TELEGRAM_CHAT_ID (optional) 🛠️Setup (5–10 min) Add credentials (HTTP Header Auth for Stripe/Shopify/Bank, Google Calendar OAuth2, SMTP/Gmail, optional Telegram, optional OpenAI). Replace placeholders listed above. Set the Cron to your preferred hour (default 08:00, local timezone). Run once manually to confirm each section, then enable. 🔄 Flow (Node Map) Cron (08:00) → Time Window → HTTP (Bank) + HTTP (Shopify) + HTTP (Stripe) + Google Calendar → Assemble Snapshot → (Optional) OpenAI “Top 3” → Build Message (soft HTML + text) → Email Send (+ optional Telegram) 🧪 Testing Tips Temporarily set Cron to Every Minute. Use Stripe test mode keys. In Shopify, set created_at_min to a recent ISO time to force sample orders. Add a dummy event to Google Calendar for today. Check “Assemble Snapshot” output for metrics before sending. 🎨 Brand & Tone This template includes a Brand Settings block (brandName, signature, accentEmoji) so your brief feels on-voice without edits to the logic. ✅ Template Notes Use Sticky Notes for setup/testing (included). No hardcoded API keys — store in credentials. Keep Markdown headings (##) in this description. Original use case; practical, production-ready. 🧯Failure Handling Each data source is optional — if one API fails, the brief still sends the remaining sections so your morning stays calm. An n8n automation workflow template by Shelly-Ann Davy.
Shelly-Ann Davy
web
paid
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