Assemble a monthly board report packet (Make)
Put P&L and balance sheet figures into a Google Docs template and save the PDF to the board folder.
MakeReportingAdvancedHuman check: MediumTools
Make: QuickBooks Online, Google Docs, Google Drive
Make: QuickBooks Online, Google Docs, Google Drive
Time saved
~3-5 hrs/month (estimate)
~3-5 hrs/month (estimate)
Difficulty
Advanced
Advanced
Steps
- Schedule: the 10th of each month.
- QuickBooks Online 'Make an API Call' to
/reports/ProfitAndLossand/reports/BalanceSheet. - Google Docs 'Create a Document from a Template' with the key figures mapped in.
- Google Drive 'Download a File' as PDF, then 'Upload a File' to
Board/YYYY-MM.
Keep a human check here: Medium risk
The treasurer or CFO reviews the packet before it goes to the board.
Node and module names match Make's docs as of Oct 2026. Apps rename triggers and actions sometimes, so check yours in the editor. Try it with test data or a sandbox company first.
Build it
[AFFILIATE LINK PLACEHOLDER: not live]
Try Make. We may earn a commission if you sign up, at no cost to you. Disclosure
Try Make. We may earn a commission if you sign up, at no cost to you. Disclosure
Related recipes
Send a weekly cash position email from Xero (n8n)
Every Monday, email the bank balances and the totals of bills due this week.
n8nReportingIntermediateHuman check: LowSaves ~1-2 hrs/month
Post a monthly KPI snapshot to Slack (Zapier)
When the KPI row for the month is marked final, post a short summary written by AI.
ZapierReportingBeginnerHuman check: LowSaves ~1 hr/month
One new finance automation recipe every week
Free. Tested workflows for QuickBooks, Xero, BILL, and more.
We'll ask you to confirm your email. Unsubscribe anytime.