🚀 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

🎥 Watch the full tutorial on YouTube:

📌 Learn how each node works and see the AI-generated report in action.

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🌐 Useful Links

• 🔗 Sign up for n8n Cloud (recommended for non-tech users):
  👉 https://n8n.syncbricks.com

• 📘 Download the step-by-step Guidebook (Free):
  👉 https://lms.syncbricks.com/books/n8n

• 📚 Explore the full course on n8n (includes templates, workflows, and AI integrations):
  👉 https://lms.syncbricks.com/courses/n8n

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🛠 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

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💡 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

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🧩 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

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🙌 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

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Created by Amjid Ali | SyncBricks™ – Automation for Everyone