Monthly Business Review Generator

Inside this workflow

Overview

**What it automates:** First of month → fetch metrics for client account → OpenAI writes 2-page MBR (goal vs actual, KPIs, wins, challenges, recommendations) → emailed to client → logged in Sheets. **Business outcome:** MBRs are relationship locks: they show impact, deepen trust, and provide CYA documentation. Automated MBRs mean every client gets one (not just your VIPs). **Apps & nodes:** Schedule (monthly), analytics/CRM API, OpenAI (writing), Gmail (delivery), Google Sheets (logging) **Setup (5 steps):** 1. Connect analytics or CRM for metrics 2. Add OpenAI API key and customize MBR structure 3. Create email template 4. Connect Gmail 5. Link Google Sheet for audit log **Difficulty:** Intermediate (18 min setup) | **Credentials:** Analytics/CRM, OpenAI, Gmail, Google Sheets

What's included

Quickstart

1. 01

   Download the JSON

   With an active Library Pass, download the workflow file right from this page or your dashboard.

2. 02

   Import into n8n

   Choose Import from File and select the downloaded JSON. The full agent graph appears, ready to configure.

3. 03

   Plug in credentials

   Each integration node prompts for credentials on first run. The setup guide lists every credential the agent expects.

4. 04

   Activate and test

   Run once with sample input, confirm the expected output, then flip the activate toggle.

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