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Google Sheets
Finance & Accountingfree

Monthly Financial Report Generator

by IncrementorsUpdated Aug 2026
RequiresGoogle SheetsGoogle SheetsOpenAIGmailGmail
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Sc1. Schedule Trigger — 5th of Every Month1. Schedule Tri…Co2. Code — Get Previous Month2. Code — Get P…3. Google Sheets — Get Income Data3. Google Sheet…4. Google Sheets — Get Expense Data4. Google Sheet…Co5. Code — Build P&L Statement5. Code — Build…Ag6. AI Agent — Generate HTML Report6. AI Agent — G…OpenAI — GPT-4o-mini ModelOpenAI — GPT-4o…Co7. Code — Clean HTML Output7. Code — Clean…8. Gmail — Email Report to Finance Team8. Gmail — Emai…9. Google Sheets — Log Report Run9. Google Sheet…12345678910
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STEPS · 10
Runs on a schedule

On a schedule, reads financial figures from Google Sheets, drafts a monthly report with an OpenAI agent, and emails it via Gmail.

Tags

croncomplexGoogle SheetsOpenAIDocument ExtractionMultimodal AIdiscoveredpending-review
Connects
sheetsGoogle SheetsOpenAIgmailGmail
CategoryFinance & Accounting
Triggercron
Complexitycomplex
Nodes10
AddedJun 27, 2026