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Google Sheets
Finance & Accountingfree

Finance Monthly Report with AI Insight

by Marth - Business AutomationUpdated Aug 2026
RequiresGoogle SheetsGoogle SheetsOpenAIGmailGmail
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1. Get Finance Transactions (Google Sheets)1. Get Finance …Fu2. Filter Previous Month Transactions2. Filter Previ…3. Generate AI Financial Insights3. Generate AI …4. Send Monthly Finance Report Email4. Send Monthly…ScSchedule Trigger1234
1/5
STEPS · 4
Runs on a schedule

On a monthly schedule, reads financial data from Google Sheets, generates insights with OpenAI, and emails the report via Gmail.

Tags

cronmediumGoogle SheetsOpenAIDocument ExtractionAI Summarizationdiscoveredpending-review
Connects
sheetsGoogle SheetsOpenAIgmailGmail
CategoryFinance & Accounting
Triggercron
Complexitymedium
Nodes5
AddedJun 27, 2026