Generate Monthly Financial Reports with Gemini AI SQL and Outlook

## Key Sections of n8n Workflow

**🟢 Schedule Trigger**
- Triggers the automation on the 5th of every month.
- Sets the cadence for monthly reporting.

**📅 Date & Time + 🧮 PreviousMonth**
- Captures the current date and derives the previous month/year for dynamic filtering.
- Used throughout all SQL queries for monthly slicing.

**📊 Get Cost Centers with Budgets**
- Dynamically fetches all cost centers that have relevant budget and GL data for the selected period.
- Ensures only active, relevant divisions are processed.

**🔍 Filter**
- Narrows the analysis to a specific Cost Center (e.g., "AI DEPARTMENT") during testing or preview.

**🔁 Loop Over Items**
- Iterates over all fetched Cost Centers to individually generate reports for each business unit.
- Powers multi-division reporting automation.

**🧾 YTD vs Previous Month1**
- Performs detailed financial comparison between Year-To-Date and Previous Month.
- Outputs revenue, expenses, and variance figures.

**🏢 Departments + 🧱 verticalPL**
- Analyzes financial performance by sub-divisions (Verticals) within the cost center.
- Data is transformed into an HTML table for final report.

**🧱 Projects + 🧮 WIP1**
- Gathers project status and WIP metrics.
- Calculates % invoiced, cost % used, and revenue recognition stats.

**👥 Employees + 📊 Employees1**
- Counts total employees, joined this month/year for the selected cost center.
- Used to calculate per-employee KPIs.

**🔗 Merge + 🧾 Code**
- Combines all HTML tables into a single responsive report with visual formatting.
- Clean, structured layout for email and review.

**💡 Business Performance AI Agent (Analyst)**
- Uses Google Gemini 2.5 Pro to analyze financial HTML output.
- Executes structured analysis and generates business insights, executive summary, profitability, and recommendations.

**📩 Email Data + Microsoft Outlook**
- Sends the final HTML report via email.
- Ready for business manager distribution with personalized message.

**⏳ Wait**
- Enables looping and batch control across multiple cost centers.
- Prevents overloading or email spamming.

**🧠 Think + Calculator**
- Used by the AI Agent to "reason" and perform precise financial computations.
- Ensures accuracy in gross/net profit, percentages, and insights.