🚀 What This Workflow Does
🚀 What This Workflow Does 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. Every month, it: Pulls receipts and invoices from your Gmail and WhatsApp Uses AI to extract key details (date, vendor, amount, category) Logs everything into Google Sheets Generates a monthly cash flow forecast with visual insights Sends you a clear, concise email report with AI-powered recommendations No more spreadsheet stress. No more missing receipts. Just financial peace of mind — delivered every month. 💡 Why It Matters As a small business owner, your time is too valuable to spend manually logging transactions. This workflow automates the entire finance tracking loop — from receipt capture to insight delivery — so you can: Know exactly where your money is going Spot trends and plan ahead Make smarter decisions with real-time data Start each month with confidence It's soft tech at its best: simple, elegant, and deeply useful. 🛠️ How It Works Triggers monthly on the 1st at 9 AM (customizable) Scans your inbox for new receipts/invoices via Gmail Uses GPT-4o to parse text and extract financial data Avoids duplicates by checking existing entries Saves to Google Sheets with clean formatting Generates a monthly summary with: Total income & expenses Net profit/loss Expense breakdown (pie chart via QuickChart) AI-written insights and action steps Delivers a beautiful email report with visuals and next steps 🧩 Tools Used Gmail (IMAP) WhatsApp (via Twilio) Google Sheets OpenAI (GPT-4o) Cron (scheduled trigger) Email (SMTP) ✅ Built With Soft Tech Principles Zero-code design Human-first UX Scalable for any small business Privacy-respecting (no sensitive data stored) Easy to customize and extend 📌 Perfect For Solopreneurs Coaches & consultants E-commerce sellers Service-based businesses Anyone tired of manual bookkeeping "I used to dread my monthly financial review. Now I get a clear, friendly report that tells me what’s working — and what to fix. This one workflow saved me 4 hours a month." — Sarah L., Online Coach. An n8n automation workflow template by Shelly-Ann Davy.
Shelly-Ann Davy
web
paid
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