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financeai

AI Financial Report Narrator

Feed monthly financial numbers from Google Sheets to Claude AI, which generates a plain-English executive summary with trend analysis, key highlights, and actionable recommendations — delivered via email and Slack.

Intermediate~20 minn8nMake.com 506 downloads 1818 views

Setup Instructions

1. Create a Google Sheet named "Monthly Financials" with columns: Month, Revenue, Expenses, Net Profit, Cash Flow, Headcount, and any other KPIs you track. 2. Ensure historical data (at least 3 months) is populated so Claude can identify trends. 3. In your automation platform, add a Schedule trigger to run on the 1st of each month (or the day after your books close). 4. Add a Google Sheets node to read all rows from the financials sheet. 5. Add an HTTP Request node to call the Claude API (POST https://api.anthropic.com/v1/messages). Set headers: x-api-key: {{YOUR_ANTHROPIC_API_KEY}}, anthropic-version: 2023-06-01, Content-Type: application/json. Use model claude-sonnet-4-20250514. 6. In the request body, send the financial data and instruct Claude to generate: (a) a 3-paragraph executive summary, (b) month-over-month trend highlights, (c) 2-3 actionable recommendations. Ask for a professional but readable tone. 7. Connect a Gmail node to send the full narrative report to your stakeholders list (e.g., CFO, CEO, department heads). 8. Add a Slack node to post a condensed version (key highlights only) to #leadership or #finance.
Troubleshooting
**Claude's summary is too generic:** Include specific context in your prompt — company name, industry, and what matters most (e.g., "We are a SaaS company; emphasize MRR growth and churn"). The more context, the better the output. **Numbers in the summary don't match the sheet:** Claude may round or misinterpret data. Include explicit instructions like "Use exact numbers from the data provided. Do not estimate or round." **Email formatting looks plain:** Claude returns plain text by default. Ask Claude to format the response in HTML with headers, bold text, and bullet points for a polished email appearance. **Schedule trigger runs on wrong day:** Some months have different lengths. Use a cron expression like "0 9 1 * *" for the 1st at 9 AM. If your books close on the 5th, adjust accordingly.

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