🌸 CFO Sunrise — Soft-Tech Morning Brief for Household CEOs (n8n Template)

🌸 Overview

Serene CFO Sunrise is a gentle morning brief for Household CEOs — 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 today’s calendar, then sends one elegant email (optional Telegram). Calm and family-hour friendly.

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

🧠 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)

(Optional) Uses OpenAI to draft “Top 3 Priorities”

Sends a soft-styled morning email (+ optional Telegram)

🔐 Requirements

Bank API via HTTP (Mercury/Relay/Plaid)

Shopify Admin API

Stripe API

Google Calendar (OAuth2)

SMTP or Gmail

(Optional) Telegram Bot, OpenAI API

🧩 Placeholders to Update

YOUR_BANK_API_TOKEN

YOUR_SHOP (yourshop.myshopify.com)

YOUR_SHOPIFY_TOKEN

YOUR_STRIPE_SECRET

YOUR_FROM_EMAIL, YOUR_TO_EMAIL

YOUR_TELEGRAM_CHAT_ID (optional)

🛠️Setup (5–10 min)

Add credentials (HTTP Header Auth for Stripe/Shopify/Bank, Google Calendar OAuth2, SMTP/Gmail, optional Telegram, optional OpenAI).

Replace placeholders listed above.

Set the Cron to your preferred hour (default 08:00, local timezone).

Run once manually to confirm each section, then enable.

🔄 Flow (Node Map)

Cron (08:00) → Time Window →
HTTP (Bank) + HTTP (Shopify) + HTTP (Stripe) + Google Calendar →
Assemble Snapshot → (Optional) OpenAI “Top 3” → Build Message (soft HTML + text) →
Email Send (+ optional Telegram)

🧪 Testing Tips

Temporarily set Cron to Every Minute.

Use Stripe test mode keys.

In Shopify, set created_at_min to a recent ISO time to force sample orders.

Add a dummy event to Google Calendar for today.

Check “Assemble Snapshot” output for metrics before sending.

🎨 Brand & Tone

This template includes a Brand Settings block (brandName, signature, accentEmoji) so your brief feels on-voice without edits to the logic.

✅ Template Notes

Use Sticky Notes for setup/testing (included).

No hardcoded API keys — store in credentials.

Keep Markdown headings (##) in this description.

Original use case; practical, production-ready.

🧯Failure Handling

Each data source is optional — if one API fails, the brief still sends the remaining sections so your morning stays calm.