Automated Financial Reporting Workflow for Business Performance Analysis

• Generate monthly financial performance reports automatically.
• Analyze year-to-date financial metrics against previous months.
• Summarize project statuses and work in progress (WIP) for better visibility.
• Track employee metrics and their impact on financial performance.
• Distribute financial reports via email to relevant stakeholders.

Triggers the workflow on a scheduled basis (e.g., monthly). Fetches current date and derives previous month/year for reporting. Executes SQL queries to gather financial data from the database. Processes data to calculate key financial metrics and performance indicators. Generates an HTML report summarizing financial insights. Sends the report via email to designated recipients.

1. 1
   Import the workflow template into n8n.
2. 2
   Configure the database connection settings.
3. 3
   Set up email parameters for report distribution.
4. 4
   Adjust scheduling settings for the trigger node as needed.
5. 5
   Test the workflow to ensure data is correctly fetched and reports are generated.