This workflow automates the process of generating a comprehensive monthly financial report using data from Google Sheets and AI analysis. It starts with a scheduled trigger set to run monthly, then extracts transaction data from a specified Google Sheet. The data is filtered to include only transactions from the previous month. Next, OpenAI’s GPT-4 analyzes the filtered transactions to produce a summary of total income, total expenses, and three key financial insights. Finally, the workflow compiles this analysis along with the raw transaction data into an email sent via Gmail, providing timely and insightful financial updates with minimal manual effort. This setup is ideal for SMBs, startups, finance teams, and e-commerce businesses seeking accurate, automated, and strategic financial reporting each month.