OpenAI workflows
143 results — 15 downloadable workflow files, 128 source-linked n8n references
QuickBooks Online MCP Server (step by step video)
Exposes QuickBooks data through an MCP server and answers chat queries via a GPT-powered agent.
QuickBooks Online AI Agent Chat with QuickBooks Data with GPT Agent
On a chat message, runs a GPT agent that queries QuickBooks data and answers questions in natural language.
Daily Financial Markets Summaries with Serpapi and OpenAI GPT
On manual run, fetches market data via SerpAPI and generates a daily financial markets summary with OpenAI.
Automated Comprehensive Financial Analysis & Insight Reporting System with GPT 4
On a schedule, fetches financial data, analyzes it with OpenAI, writes a Google Docs report, logs to Sheets, and alerts via Slack and Gmail.
Financial Analyst Agent
On a chat message, an OpenAI agent answers financial questions by querying a PostgreSQL database with conversation memory.
Financial Dev
On a Telegram message, runs an OpenAI agent with Postgres chat memory and workflow tools, then replies via Telegram.
AI Powered Executive Financial Monitoring & Alerting System
On a schedule, reads financial data from Google Sheets, analyzes it with an OpenAI agent, updates Notion, and alerts via Telegram and Slack.
Automated Invoice Creation & Team Notification with Jotform, Xero, Outlook, and Telegram
On a webhook submission, creates a Xero invoice with OpenAI, then notifies the team via Telegram and Outlook email.
Generate Invoices and Send Reminders for Customers with Jotform and Xero
On a webhook submission, creates a Xero invoice with OpenAI, emails it via SMTP, and sends scheduled payment reminders tracked in Data Tables.
Generate Invoices for Customers with Jotform, Xero and Gmail
On a webhook submission, creates a Xero invoice using OpenAI and emails it to the customer via Gmail.
Binance SM Financial Analyst Tool
When called by another workflow, runs an OpenAI agent with memory and tool workflows to deliver Binance financial analysis.
Financial Report from ElevenLabs Interview
On a webhook, processes an ElevenLabs interview with OpenAI, stores files in Google Drive, and emails a structured financial report via Gmail.
Intelligent Expense Management with AI Tax Optimization
On a schedule, extracts expense data from files, analyzes it for tax optimization with OpenAI, and emails the summary via Gmail.
AI-powered carbon accounting and emissions verification system
On a schedule, analyzes emissions data with an OpenAI agent and records verified carbon accounting entries to a data table.
Telegram Expense Tracker to Google Sheets with GPT 4.1
On a Telegram message, extracts expense details with GPT-4.1, logs them to Google Sheets, and confirms back via Telegram.
Route and Nurture Financial Services Leads with OpenAI, Gmail and Google Sheets
On a webhook submission, classifies and routes financial-services leads with OpenAI, nurturing them via Gmail and logging to Google Sheets.
Receipt Scanning To Sheets
When a receipt lands in Google Drive, extracts its data with Mistral and an OpenAI agent, then logs structured fields to Google Sheets.
Tesla Financial Market Data Analyst Tool n8n
When called by another workflow, an OpenAI agent retrieves and analyzes Tesla financial market data through a sub-workflow tool.
Turn Financial Statements and News into Weekly AI Equity Research Reports
On a schedule, gathers financial statements and news, generates an AI equity research report as PDF, and emails it via Gmail.
CFO Expense Reviewer Agent
On a new Airtable expense record, an OpenAI agent reviews it against Pinecone-stored policy and writes the verdict back to Airtable.
Generate Qualified Finance Leads from LinkedIn with Apify, GPT 4, and Airtable
On manual trigger, fetches LinkedIn profiles via HTTP, deduplicates them, and qualifies finance leads using a GPT-4 agent into Airtable.
Overdue Invoice Recovery Agent
On a schedule, checks overdue invoices in Google Sheets, drafts OpenAI escalation emails via Gmail, and notifies Slack.
Expense Tracker
On a new Gmail email, extracts expense details with OpenAI, logs them to Google Sheets, and posts a notification to Slack.
Vision AI Receipt & Document Verification
On a webhook upload, verifies receipts and documents with OpenAI vision, logs results to Google Sheets, and alerts Slack.