Forecast and report multi-channel tax liabilities with OpenAI, Gmail, Sheets and Airtable

by Cheng Siong Chin ✓ · 387 views · created 2026-01-15 · Document Extraction, AI Summarization

What this workflow does

This workflow has 21 nodes and runs on a schedule (every month at 09:00). Along the way it connects Gmail, Google Sheets and Airtable.

How it runs

Trigger: On a schedule (every month at 09:00).

1. Workflow Configuration (Edit Fields (Set)): sets 12 fields: incomeTaxRate, vatRate, gstRate…
2. Aggregate Multi-Channel Revenue (Code): runs custom JavaScript code
3. Fetch Historical Revenue Data (HTTP Request): calls an HTTP API
4. Calculate Tax Liabilities (Code): runs custom JavaScript code
5. Merge: merges the data from its input branches
6. Generate Rolling Forecast (Code): runs custom JavaScript code
7. Calculate Revenue Statistics (Summarize): summarizes / groups the items
8. Format Report Data (Edit Fields (Set)): sets 10 fields: reportMonth, reportDate, totalRevenue…
9. Generate Scenario Analysis (Code): runs custom JavaScript code
10. Detect Anomalies (Code): runs custom JavaScript code

…plus 10 more steps. See the full node list below.

Services it uses

GmailGoogle SheetsAirtable

Before you upgrade to n8n 3.0

Nodes used (11)

• Schedule Triggern8n-nodes-base.scheduleTrigger
• Edit Fields (Set)n8n-nodes-base.set
• Coden8n-nodes-base.code
• Gmailn8n-nodes-base.gmail
• Google Sheetsn8n-nodes-base.googleSheets
• Airtablen8n-nodes-base.airtable
• HTTP Requestn8n-nodes-base.httpRequest
• Mergen8n-nodes-base.merge
• Summarizen8n-nodes-base.summarize
• Ifn8n-nodes-base.if
• Switchn8n-nodes-base.switch

From the author

How It Works This workflow automates tax compliance by aggregating multi-channel revenue data, calculating jurisdiction-specific tax obligations, detecting anomalies, and generating submission-ready reports for tax authorities. Designed for finance teams, tax…

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