Automate Subscription Audits with Gemini & Google Sheets

Streamline Your Finances: Automate Subscription Audits with Gemini & Google Sheets

Take control of your finances and optimize your subscription spending effortlessly with our powerful n8n workflow. This automation simplifies the daunting task of auditing bank statements to identify and manage recurring subscriptions. Using the capabilities of Google Gemini and Google Sheets, it provides actionable insights that help you decide which subscriptions to keep, review, or cancel.

What This Workflow Does

• Initiate the Process: Capture a bank statement in CSV format submitted through an n8n form, along with the user's email address.
• Identify Recurring Charges: Extract and analyze transactions from the CSV file, grouping similar descriptions to detect recurring charges with stable amounts.
• Handle Non-Recurring Findings: If no recurring charges are detected, send a friendly reminder via Gmail requesting users to upload a statement covering a longer period.
• Analyze Subscriptions: For detected recurring charges, utilize Google Gemini to identify services, estimate costs, and suggest what subscriptions to keep, review, or cancel.
• Summarize and Report: Email the user a detailed audit summary, including total annual spending and potential savings, outlining suggestions for managing subscriptions.
• Track for Continuity: Automatically split and store each subscription entry in a Google Sheets “Subscriptions” tab for ongoing audits and updates.

Use Cases

• Personal Finance Management: Individuals looking to streamline their expenses by identifying unnecessary subscriptions can use this workflow for financial peace of mind.
• Small Businesses: SaaS operators and finance teams can leverage this tool to audit recurring business expenses and optimize cash flow effortlessly.
• Financial Advisors: Advisors can offer clients added value by providing periodic subscription audits with actionable insights on spending habits.

Technical Details

• Integrations: Google Gemini (PaLM) API, Gmail OAuth2, Google Sheets OAuth2
• n8n Nodes Used: if, code, gmail, split out, sticky note, form trigger
• Data Handling: Store and update subscription data seamlessly in Google Sheets for ongoing monitoring and audits.