🌸 Overview
Serene CFO Sunrise is a gentle morning brief for Household CEOs — founders who run a business and a home. At 8:00 AM local time, it gathers bank balances, last-24h shop orders, open/overdue invoices, and today’s calendar, then sends one elegant email (optional Telegram). Calm and family-hour friendly.
✨ Perfect For
Real estate pros, insurance & tax advisors, Shopify/Etsy owners, and homemaker-entrepreneurs who prefer graceful soft tech over dashboards and data chaos.
🧠 What It Does
Pulls bank balances (Mercury/Relay/Plaid via HTTP)
Summarizes Shopify orders (last 24h)
Lists Stripe invoices (open/overdue)
Reads Google Calendar (today)
(Optional) Uses OpenAI to draft “Top 3 Priorities”
Sends a soft-styled morning email (+ optional Telegram)
🔐 Requirements
Bank API via HTTP (Mercury/Relay/Plaid)
Shopify Admin API
Stripe API
Google Calendar (OAuth2)
SMTP or Gmail
(Optional) Telegram Bot, OpenAI API
🧩 Placeholders to Update
YOUR_BANK_API_TOKEN
YOUR_SHOP (yourshop.myshopify.com)
YOUR_SHOPIFY_TOKEN
YOUR_STRIPE_SECRET
YOUR_FROM_EMAIL, YOUR_TO_EMAIL
YOUR_TELEGRAM_CHAT_ID (optional)
🛠️Setup (5–10 min)
Add credentials (HTTP Header Auth for Stripe/Shopify/Bank, Google Calendar OAuth2, SMTP/Gmail, optional Telegram, optional OpenAI).
Replace placeholders listed above.
Set the Cron to your preferred hour (default 08:00, local timezone).
Run once manually to confirm each section, then enable.
🔄 Flow (Node Map)
Cron (08:00) → Time Window →
HTTP (Bank) + HTTP (Shopify) + HTTP (Stripe) + Google Calendar →
Assemble Snapshot → (Optional) OpenAI “Top 3” → Build Message (soft HTML + text) →
Email Send (+ optional Telegram)
🧪 Testing Tips
Temporarily set Cron to Every Minute.
Use Stripe test mode keys.
In Shopify, set created_at_min to a recent ISO time to force sample orders.
Add a dummy event to Google Calendar for today.
Check “Assemble Snapshot” output for metrics before sending.
🎨 Brand & Tone
This template includes a Brand Settings block (brandName, signature, accentEmoji) so your brief feels on-voice without edits to the logic.
✅ Template Notes
Use Sticky Notes for setup/testing (included).
No hardcoded API keys — store in credentials.
Keep Markdown headings (##) in this description.
Original use case; practical, production-ready.
🧯Failure Handling
Each data source is optional — if one API fails, the brief still sends the remaining sections so your morning stays calm.