Use Cases
- Automate monthly financial reporting for teams
- Streamline communication of key financial metrics
- Enhance decision-making with timely data delivery
How It Works
Trigger the workflow monthly using a cron schedule Fetch financial metrics from ProfitWell Send the collected metrics to a designated Mattermost channel
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the ProfitWell and Mattermost credentials
- 3Set the desired channel ID in the Mattermost node
- 4Activate the workflow to start receiving monthly updates
Apps Used
ProfitWell
Mattermost
Categories
Target Roles
Industries
Tags
#workflow management
#notifications
#process automation