How to automate monthly financial summaries?

Getting Started
1

Hi team,

I am trying to create a scenario where financial data is pulled from sheets, fed into AI, and summarised into a google doc.

I am not sure if this could be considered a complex spreadsheet, but basically contains monthly info about financials: EBITDA, Sales, Gross profit, Gross profit %, Net profit and Net profit % over the last 2 or 3 years.

I’d like to get the row data and process it every month and create a report. Is that too hard for a newbie like me?

Thanks for your help!

Financial Info Company Reporting - Sheet1.csv (1.6 KB)
blueprint.json (122.3 KB)

2

Using the csv you provided, I created a system that summarizes each row into a google doc financial report.
blueprint (2).json (40.6 KB)

3

thank you! I ended up creating a good solution after understanding more about data functions in the make academy - intermediate course! I will check out your scenario, cheers

4

oh that’s great. do you mind sharing your blueprint. Also looking to learn new stuff