Revenue Forecasting AI

Who is this for?

Revenue forecasting n8n workflow for finance leads with 12 months of Sheets history that runs on schedule before standup. Pulls, trend math and write-ups scatter across Sheets, OpenAI and Docs when rebuilt live. You import the dg-1003 JSON slug-specific with exact credentials, tested first-try, and Slack plus Wait audit wiring is already built in.

What problem does this solve?

You open Google Sheets to pull Fetch Historical Data, run Calculate Trends math in Sheets, then draft analysis in OpenAI and format the report in Google Docs by hand. On schedule, this workflow runs Fetch Historical Data, Calculate Trends and AI Analysis, generates via Generate Report and sends via Email Report with Wait - Rate Limit pacing. You just approve the emailed Docs report.

What this workflow does

1. Fetch Historical Data (Google Sheets)
2. AI Analysis (OpenAI)
3. Generate Report (Google Docs)
4. Email Report (Email)
- Includes Daniel Grey pack: Slack - Error Alerts, Wait - Rate Limit (all wired).

How it works

A schedule kicks it off automatically → Fetch Historical Data, Calculate Trends, AI Analysis, ending in Wait - Rate Limit via Generate Report and Email Report.

Setup

1. Open danielgrey.shop/app/templates/dg-1003 → Copy JSON → n8n → Import from Clipboard (or Push to n8n)
2. Connect credentials: Slack, Google Sheets, OpenAI, Google Docs
3. Check the schedule timing, run once manually to verify — Time required: ~10 min review — then Activate.

Requirements

- n8n 1.50.0 or later
- Credentials for Slack, Google Sheets, OpenAI, Google Docs
- One-time $199 — yours forever, Pro unlocks it too.

Customising

- Tune logic in Calculate Trends windows and prompts in AI Analysis for your forecast horizon.
- Change timing in Schedule Trigger and Doc template in Generate Report for leadership format.
- The Daniel Grey pack (Slack - Error Alerts, Wait - Rate Limit) is already wired — keep it or delete it.