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. --- 🎯 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 --- 🧑‍🏫 Step-by-Step Video Tutorial 🎥 Watch the full tutorial on YouTube: []( 📌 Learn how each node works and see the AI-generated report in action. --- 🌐 Useful Links - 🔗 Sign up for n8n Cloud (recommended for non-tech users): 👉 - 📘 Download the step-by-step Guidebook (Free): 👉 - 📚 Explore the full course on n8n (includes templates, workflows, and AI integrations): 👉 --- 🛠 Requirements - ✅ n8n (Self-hosted or Cloud) - ✅ SQL Database (MySQL / PostgreSQL / ERPNext) - ✅ Microsoft Outlook or Gmail (to send the report) - ✅ Gemini API Key (for AI analysis) - ✅ Basic understanding of your data schema --- 💡 Why Use This Template? - ⏱ Saves 2-3 days of manual work every month - 📈 Improves financial visibility across business units - 🤝 Great for CFOs, COOs, Finance Analysts, and BI teams - 🔄 Scales across multiple divisions and companies - 🧠 Leverages AI for actionable insights and recommendations --- 🧩 Customize It Your Way - Replace the SQL nodes with: - Excel / Google Sheets - Airtable / APIs - Custom Applications - Swap the AI model: - OpenAI GPT - Claude - DeepSeek - Adjust the report structure or HTML style --- 🙌 Get Started Now 🎯 Import the JSON template → Connect your data → Receive business insights via email. Don’t let manual reporting slow down your decision-making. 👉 Sign up for n8n Cloud 👉 Learn n8n with Amjid 👉 Download Guide --- Created by Amjid Ali | SyncBricks™ – Automation for Everyone