Send daily CFO invoice health reports with Google Sheets, Groq, Gmail and Slack
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 26 nodes and runs on a schedule (every day at 09:00). Along the way it connects Google Sheets, QuickBooks Online, Groq Chat Model and Notion and 2 more.
How it runs
Trigger: On a schedule (every day at 09:00).
- Load Runtime Config (Edit Fields (Set)): sets 14 fields: dataSourceMode, healthScoreCritical, healthScoreWarning…
- Switch: routes items into 1 branches
- QuickBooks: Get Invoices (QuickBooks Online): get many (invoice)
- Fetch Active Invoices (Google Sheets): uses Google Sheets
- Fetch Reference Data (Google Sheets): uses Google Sheets
- Normalize & Merge Invoices (Code): runs custom JavaScript code
- Calculate KPIs & Bottlenecks (Code): runs custom JavaScript code
- Analyze Trends, Forecast & Anomalies (Code): runs custom JavaScript code
- Build Prioritized Action Queue (Code): runs custom JavaScript code
- Generate CFO Executive Summary (AI Agent): runs an AI agent, with model: Insights model
…plus 14 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (13)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - Edit Fields (Set)
n8n-nodes-base.set - Switch
n8n-nodes-base.switch - Google Sheets
n8n-nodes-base.googleSheets - QuickBooks Online
n8n-nodes-base.quickbooks - Code
n8n-nodes-base.code - AI Agent
@n8n/n8n-nodes-langchain.agent - Groq Chat Model
@n8n/n8n-nodes-langchain.lmChatGroq - Notion
n8n-nodes-base.notion - HTML
n8n-nodes-base.html - HTTP Request
n8n-nodes-base.httpRequest - Gmail
n8n-nodes-base.gmail - Slack
n8n-nodes-base.slack
From the author
Quick overview This daily workflow pulls invoice and KPI history data from Google Sheets, calculates operational KPIs and trends, generates a CFO-style executive summary with Groq Llama 3, then logs results back to Google Sheets and sends either a Gmail…