Generate monthly financial reports with Gemini AI, SQL, and Outlook

🚀 AI-Powered Business Performance Reporting Automation

Unlock executive-level insights with ZERO manual work! This n8n template empowers you to automate your entire monthly business performance reporting using dynamic SQL queries, AI-driven analysis, and beautiful HTML dashboards — all delivered directly to your inbox.

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🎯 What This Automation Does

- 📆 Triggers automatically every month (5th of each month) - 🧮 Fetches financial data from SQL (ERPNext or any database) - 🔁 Loops over cost centers to analyze each business unit individually - 📊 Generates Profit & Loss reports, WIP, Employee stats, and vertical breakdowns - 🤖 Uses Google Gemini 2.5 AI to perform advanced financial analysis - 💌 Delivers a polished HTML report to your email inbox - 🔧 Fully modular – replace data source with Excel, Google Sheets, or APIs


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🧑‍🏫 Step-by-Step Video Tutorial