Serene CFO Sunrise — Soft-Tech Morning Brief for Household CEOs (n8n Template)
Serene CFO Sunrise — Soft-Tech Morning Brief for Household CEOs (n8n Template)
💌 Gumroad Description (on-brand)
Pour your coffee, open one gentle brief, and start the day clear. Serene CFO Sunrise gathers your bank balances, last-24h shop orders, open/overdue invoices, and today’s calendar, then sends a single, elegant morning email (plus optional Telegram) — in a calm, tone that respects family rhythm.
Perfect for: real estate pros, insurance & tax advisors, Shopify/Etsy owners, and homemaker-entrepreneurs who run a business and a home.
You’ll get
- n8n template (Cron @ 8:00 AM local)
- Bank balances (Mercury/Relay/Plaid via HTTP)
- Shopify orders (24h)
- Stripe invoices (open/overdue)
- Google Calendar (today)
- Optional OpenAI “Top 3 Priorities”
- Soft HTML email with pastel vibes + gentle emojis
- Built-in Brand Settings to customize your sender voice
Setup (5–10 min)
Connect credentials (HTTP Header Auth for Stripe/Shopify/Bank, Google Calendar OAuth2, SMTP/Gmail, optional Telegram), replace placeholders, test on “every minute,” then switch to 8:00 AM.
Serene CFO Sunrise gathers your bank balances, last-24h shop orders, open/overdue invoices, and today’s calendar, then sends a single, elegant morning email (plus optional Telegram) — in a calm, tone that respects family rhythm.