This n8n workflow automates the process of sending a monthly financial performance report from ProfitWell to a Mattermost channel. It is designed to provide key business metrics regularly to team members for transparency and monitoring.

Here’s how the workflow operates:

1. The Cron node triggers the workflow at 9 AM on the first day of every month.

2. The ProfitWell node fetches the latest monthly financial metrics, including active customers, trailing customers, new customers, growth rate, and recurring revenue.

3. These metrics are then formatted into a message template within the Mattermost node.

4. The message is sent automatically to a specified Mattermost channel, ensuring the team stays updated without manual effort.

This workflow is ideal for businesses that want to maintain consistent financial reporting in a team communication channel, enhancing data transparency and timely decision-making.