Business Workflow Issues / Solutions · Business Builders Club

Business Workflow Issues / Solutions

Hi everyone! I’ve been struggling to automate financial data pulls for a client using their vendor data to get the exact data points they need. Can anyone here relate?

Since I spend a lot of time in the AI space, I turned to Claude to figure out a solution and wanted to share my workflow in case it helps anyone else facing the same issue (the cost is around $10/mo depending on your platform).

I needed to extract specific data points from the billing and membership platform rather than dealing with the rigid structure the vendor was providing.
I used n8n to build a workflow that pulls the unstructured financial data via an API key and restructures it exactly how we want, giving us a much more accurate picture. This went into google sheets automatically and was live data.
This has completely taken human error out of the equation and allowed them to move from three manual spreadsheets to one streamlined dashboard. Eeeeeek!

I hope this helps the community and saves you from some of the struggles I went through! Added photos to show you the example data and the n8n flow I created to help.

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