Generate monthly financial reports with Gemini AI, SQL, and Outlook
Needs changesNeeds changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 27 nodes and runs on a schedule (every month). Along the way it connects MySQL, Microsoft Outlook and Google Gemini Chat Model.
How it runs
Trigger: On a schedule (every month).
- Date & Time: formats or calculates dates
- PreviousMonth (Code): runs custom JavaScript code
- Get Cost Centers with Budgets (MySQL): run a query
- CostCentrs (Edit Fields (Set)): sets 1 field: Cost Center
- Filter: keeps only the items that match a condition
- Loop Over Items (Loop Over Items (Split in Batches)): loops over the items in batches
- Selected Cost Center (Edit Fields (Set)): sets 3 fields: CostCenter, previousMonth, year
- YTD vs Prevoius Month (MySQL): run a query
- Departments (MySQL): run a query
- Projects (MySQL): run a query
…plus 13 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:
- AI Agent v1 (old agent modes) in Business Performance AI Agent (Analyst) (v1.8): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).
| Removed in 3.0 | Replace with |
|---|---|
| AI Agent v1 (old agent modes) Business Performance AI Agent (Analyst) (v1.8) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
Nodes used (15)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - MySQL
n8n-nodes-base.mySql - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches - Edit Fields (Set)
n8n-nodes-base.set - Date & Time
n8n-nodes-base.dateTime - Code
n8n-nodes-base.code - Filter
n8n-nodes-base.filter - HTML
n8n-nodes-base.html - Merge
n8n-nodes-base.merge - Microsoft Outlook
n8n-nodes-base.microsoftOutlook - Wait
n8n-nodes-base.wait - Calculator
@n8n/n8n-nodes-langchain.toolCalculator - AI Agent
@n8n/n8n-nodes-langchain.agent - Think Tool
@n8n/n8n-nodes-langchain.toolThink - Google Gemini Chat Model
@n8n/n8n-nodes-langchain.lmChatGoogleGemini
From the author
🚀 AI-Powered Business Performance Reporting Automation Unlock executive-level insights with ZERO manual work! This n8n template empowers you to automate your entire monthly business performance reporting using dynamic SQL queries, AI-driven analysis, and…