Email last month's profit and loss for each department
On the 3rd of each month, emails you last month's profit and loss for each department, or for the whole business, with AI commentary.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1Google SheetsRead rowsReads every transaction on your tab, with its date, amount and cost center and, when the tab has them, its type, category and description.
For each
costCenter- 2ClaudeGenerate model responseAsks the AI for a short commentary on each cost center's month, written from the figures the workflow calculated and quoting no others.
- 3GmailSendEmails each cost center's report: the commentary, then its profit and loss by category against last month, the year to date and the largest transactions.
- 2
How it works
What happens on each run, in plain English.
On the 3rd of every month, the transactions tab of your Google Sheet is read and each cost center or department with transactions in the month just ended gets its own profit and loss report by email. A sheet with no cost center column gets one report for the whole business. The figures are calculated from the sheet: revenue and expenses by category against the month before, the net result, the year to date and the largest transactions. AI then writes a short commentary on top - the month's result, what drove it and what is worth a closer look - quoting only those figures.
A row that cannot be read is listed in the report instead of being counted as zero, and transactions with no cost center get a report of their own. A month with no transactions at all, or a tab missing its Date or Amount column, stops the run with an error instead of sending a report that looks like a quiet month. If the commentary cannot be written, the figures still go out, and a report that cannot be sent is named in the run's error.
You need a Google Sheets connection, a Gmail connection (the reports are sent from it) and an Anthropic connection (it writes the commentary), plus the sheet's link, the tab name and the address the reports go to. The tab needs Date and Amount columns; Cost Center (or Department), Type, Category and Description columns are used when present.
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