Use Cases
- Automate weekly financial reporting processes
- Streamline data collection from multiple sources
- Enhance financial analysis with real-time updates
- Improve communication with stakeholders via notifications
How It Works
Triggers weekly on Monday at 06:00 UTC Fetches budget data from the ERP system Retrieves actual financial data from the accounting platform Calculates variances and percentage differences Writes results to Google Sheets Sends a notification to a Slack channel
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the ERP and accounting credentials
- 3Set the correct Google Sheets ID and range
- 4Adjust the Slack channel settings as needed
- 5Activate the workflow
Apps Used
Google Sheets
Slack
ERP System
Accounting Software
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#notifications