Use Cases
- Automate monthly financial reporting to improve team communication
- Ensure timely updates on key performance indicators for finance teams
- Streamline the process of sharing business metrics across departments
How It Works
Trigger the workflow on a monthly schedule using a cron job Fetch financial metrics from ProfitWell Format the metrics into a message for Mattermost Send the formatted message to a specified Mattermost channel
Setup Steps
- 1Import the workflow template into your n8n instance
- 2Configure the ProfitWell credentials for data access
- 3Set up Mattermost credentials to enable message sending
- 4Adjust the cron trigger settings if necessary
- 5Activate the workflow to start receiving monthly reports
Apps Used
ProfitWell
Mattermost
Categories
Target Roles
Industries
Tags
#notifications
#workflow management
#process automation