Automate Procurement Risk Checks with Google Sheets & Gmail

Streamline Procurement Risk Management with Google Sheets & Gmail Automation

Take the complexity out of procurement risk checks with a powerful n8n workflow that integrates seamlessly with Google Sheets and Gmail. This automated solution runs every 15 minutes to gather procurement data, analyze budget utilization, and send risk alerts, keeping your organization on top of procurement risks effectively and efficiently.

What this workflow does

• Every 15 minutes, it pulls procurement transactions and department budget data from Google Sheets.
• Data is aggregated by department to calculate spend utilization, remaining budget, projected monthly spend, and vendor counts.
• Generates risk levels (SAFE/WARNING/CRITICAL) for each department based on these calculations.
• Utilizes Groq's cutting-edge Llama 3.1 to produce executive-friendly risk insights and suggestions.
• Compiles organization-wide dashboard statistics, such as total spend and high-risk departments, with workflow metadata.
• Formats results into an executive summary, detailed department insights, and risk alert records, then appends them to designated Google Sheets tabs.
• Sends an urgent Gmail alert if a CRITICAL risk level is identified.

Use Cases

• Risk Management Teams: Automate the monitoring of departmental budgets and procurement transactions to mitigate potential risks promptly and efficiently.
• Finance Analysts: Use comprehensive forecasts and spend analyses to make informed budgetary decisions.
• SaaS Operations Directors: Ensure a streamlined process for assessing procurement risks and communicating critical issues to executive teams.

Technical Details

• Integrations: Google Sheets, Gmail, Groq (Llama 3.1)
• Nodes Used: if, set, code, no op, gmail, merge