CFO Invoice Health Report n8n: Google Sheets, Groq & Gmail

Daily CFO-ready invoice health reports from your Google Sheets—automatically

CFO Invoice Health Report n8n is a scheduled n8n workflow that pulls active invoice and KPI data from Google Sheets, calculates operational KPIs and trends, generates an executive CFO-style summary using Groq Llama 3, then logs results back to Sheets and sends either a Gmail report or a Slack escalation based on a health score.

What this workflow does

• Runs daily at 9 AM using an n8n schedule trigger.
• Reads active invoice rows from Google Sheets and calculates current KPIs, bottlenecks, SLA-risk invoices, and an overall finance health score.
• Pulls KPI history from Google Sheets and compares the latest snapshot to compute trend percentages and direction summaries.
• Builds a backlog / SLA risk assessment from current KPIs and trends, then sends the dataset to a Groq Llama 3 agent to generate a CFO-level JSON executive assessment.
• Cleans and parses the AI response into structured fields, and sets a Looker Studio dashboard URL for reporting.
• Appends daily KPI snapshot and updates a dashboard sheet in Google Sheets so Looker Studio stays current.
• Communicates the outcome: if health score is above 60, sends an HTML email via Gmail; otherwise, posts a critical alert to Slack.

Use cases

• SaaS finance ops teams needing daily invoice SLA risk visibility without manual reporting.
• Automation engineers implementing a CFO KPI trend + executive summary workflow in n8n.
• Operators who want Google Sheets + Looker Studio reporting with AI-generated executive insights.

Technical details

• Integrations: Google Sheets, Groq (Llama 3), Gmail, Slack.
• Workflow logic: scheduling, if branching on health score, HTML email formatting (html), and Slack escalation.
• Required setup: configure Google Sheets spreadsheet ID and sheet tabs (active invoices, KPI history, KPI snapshot, dashboard), plus add Groq API credentials and confirm the selected model (e.g., llama-3.3-70b-versati…).