🛠️ Steps to build workflows for personalized financial reports:
- Connect the necessary data sources such as accounting software, bank accounts, or financial apps.
- Use the Function node to transform and manipulate the data to create customized financial reports.
- Utilize the IF node to set conditions for specific data filtering or formatting in the reports.
- Include the Google Sheets node to export the personalized financial reports to a spreadsheet.
- Use the Email node to send the reports to the desired recipients automatically.
🔧 Summary of APIs, Scripts, or Tools:
– n8n: Workflow automation tool
– Google Sheets API: For exporting reports to a spreadsheet
– Email APIs: For sending reports to recipients
