Automated Revenue and Expense Reporting Workflow

This n8n workflow automates the process of generating comprehensive financial reports by integrating data from Google Sheets, processing it to analyze revenue and expenses over different periods, and leveraging AI to summarize findings. Starting with a webhook trigger for chat messages, the workflow uses a language model (DeepSeek Chat Model) to interpret and respond with financial summaries. It fetches data from Google Sheets, formats and pivots data for current, last month, and last year periods, and calculates total revenues and expenses. The workflow also includes sub-flow triggers for external workflows, enabling seamless data updates or scheduled reports. Practical use cases include automating monthly financial summaries, comparing year-over-year revenue growth, or generating on-demand financial insights for decision-making.