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Need to keep your finance or operations team updated on missing project costs?
This practical automated report workflow does the job without AI — and saves hours weekly.
budgeted_project_cost IS NULL
budgeted_project_cost
cost_center
(e.g., Retail, Service, Projects){{ $json.project_name }}
MySQL Setup:
SELECT project_name, cost_center FROM tabProject
WHERE status = 'Open' AND project_type = 'External' AND budgeted_project_cost IS NULL;
Outlook Configuration:
Send Email - Retail
, Send Email - Service
).Switch Node:
'Retail'
, 'Service'
, 'Projects'
).HTML Email Formatting:
<h3>Missing Budgeted Cost Report</h3>
<ul>
<li>Project: {{ $json.project_name }}</li>
<li>Cost Center: {{ $json.cost_center }}</li>
</ul>
Recipients:
[email protected]
with the actual email addresses of the concerned teams.🎥 Watch the video walkthrough:
https://youtube.com/@syncbricks
Amjid Ali
🌐 amjidali.com
📘 n8n Book
🎓 Learn n8n
“Start simple, scale smart. Even basic workflows like this can save your team hours!” — Amjid Ali