workflows.fit
Back to n8n workflows
n8n template$29By Shelly-Ann Davy

๐ŸŒธ CFO sunrise โ€” Soft-Tech morning brief for household CEOs (n8n template)

๐ŸŒธ Overview Serene CFO Sunrise is a gentle morning brief for Household CEOs โ€” 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 t...

CommunicationHITLCore NodesDevelopmentProductivityUtilityCronSticky Note
Open checkout
Loading interactive preview...

Template notes

๐ŸŒธ Overview

Serene CFO Sunrise is a gentle morning brief for Household CEOs โ€” 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 todayโ€™s calendar, then sends one elegant email (optional Telegram). Calm and family-hour friendly.

โœจ Perfect For Real estate pros, insurance & tax advisors, Shopify/Etsy owners, and homemaker-entrepreneurs who prefer graceful soft tech over dashboards and data chaos.

๐Ÿง  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)