AI驱动的税务截止日期提醒与合规警报（会计用）
高级
这是一个Document Extraction, AI Summarization领域的自动化工作流，包含 19 个节点。主要使用 If, Code, Slack, EmailSend, HttpRequest 等节点。 使用GPT-4、Google Sheets和Slack的税务截止日期管理与合规警报
前置要求
- •Slack Bot Token 或 Webhook URL
- •可能需要目标 API 的认证凭证
- •Google Sheets API 凭证
工作流预览
可视化展示节点连接关系，支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
"id": "hZXFMMh3gVl4u3K4",
"meta": {
"instanceId": "dd69efaf8212c74ad206700d104739d3329588a6f3f8381a46a481f34c9cc281",
"templateCredsSetupCompleted": true
},
"name": "AI 驱动的税务截止日期提醒与合规警报（会计用）",
"tags": [],
"nodes": [
{
"id": "ec99697c-9837-4945-8743-ad1099286938",
"name": "每日税务检查",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
-2752,
2336
],
"parameters": {
"rule": {
"interval": [
{}
]
}
},
"typeVersion": 1.2
},
{
"id": "566f5199-04e1-4bb4-9fb3-19eab294368a",
"name": "获取税务日历",
"type": "n8n-nodes-base.googleSheets",
"position": [
-2528,
2240
],
"parameters": {
"options": {},
"sheetName": {
"__rl": true,
"mode": "name",
"value": "TaxCalendar"
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "YOUR_TAX_CALENDAR_ID"
},
"authentication": "serviceAccount"
},
"credentials": {
"googleApi": {
"id": "ScSS2KxGQULuPtdy",
"name": "Google Sheets- test"
}
},
"typeVersion": 4.2
},
{
"id": "9f0f080c-568d-4145-a82f-39bf2849d72e",
"name": "获取公司配置",
"type": "n8n-nodes-base.googleSheets",
"position": [
-2528,
2432
],
"parameters": {
"options": {},
"sheetName": {
"__rl": true,
"mode": "name",
"value": "CompanyConfig"
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "YOUR_CONFIG_ID"
},
"authentication": "serviceAccount"
},
"credentials": {
"googleApi": {
"id": "ScSS2KxGQULuPtdy",
"name": "Google Sheets- test"
}
},
"typeVersion": 4.2
},
{
"id": "fda19308-3460-4416-b4c2-d1dafb8a053e",
"name": "分析截止日期",
"type": "n8n-nodes-base.code",
"position": [
-2304,
2336
],
"parameters": {
"jsCode": "const taxCalendar = $('Fetch Tax Calendar').all();\nconst companyConfig = $('Fetch Company Config').first().json;\nconst now = new Date();\nconst today = now.toISOString().split('T')[0];\n\nconst getDaysDifference = (date1, date2) => {\n const diffTime = new Date(date1) - new Date(date2);\n return Math.ceil(diffTime / (1000 * 60 * 60 * 24));\n};\n\nconst jurisdictions = (companyConfig.Jurisdictions || 'Federal').split(',').map(j => j.trim());\nconst entityType = companyConfig.EntityType || 'Corporation';\n\nconst upcomingDeadlines = [];\nconst criticalDeadlines = [];\nconst overdueDeadlines = [];\n\ntaxCalendar.forEach(item => {\n const deadline = item.json;\n const deadlineDate = new Date(deadline.DeadlineDate);\n const daysUntil = getDaysDifference(deadlineDate, now);\n \n if (deadline.IsActive !== 'TRUE' && deadline.IsActive !== true) return;\n \n const jurisdictionMatch = !deadline.Jurisdiction || jurisdictions.includes(deadline.Jurisdiction);\n const entityMatch = !deadline.EntityType || deadline.EntityType === entityType || deadline.EntityType === 'All';\n \n if (!jurisdictionMatch || !entityMatch) return;\n \n const deadlineInfo = {\n id: deadline.DeadlineID || `TAX-${Date.now()}`,\n name: deadline.DeadlineName,\n description: deadline.Description || '',\n deadlineDate: deadline.DeadlineDate,\n daysUntil: daysUntil,\n jurisdiction: deadline.Jurisdiction || 'Federal',\n category: deadline.Category || 'General',\n assignedTo: deadline.AssignedTo || 'Finance Team',\n penalties: deadline.Penalties || 'Standard penalties',\n priority: 'Normal'\n };\n \n if (daysUntil < 0) {\n deadlineInfo.priority = 'Critical';\n overdueDeadlines.push(deadlineInfo);\n } else if (daysUntil <= 3) {\n deadlineInfo.priority = 'Critical';\n criticalDeadlines.push(deadlineInfo);\n upcomingDeadlines.push(deadlineInfo);\n } else if (daysUntil <= 7) {\n deadlineInfo.priority = 'High';\n upcomingDeadlines.push(deadlineInfo);\n } else if (daysUntil <= 30) {\n deadlineInfo.priority = 'Medium';\n upcomingDeadlines.push(deadlineInfo);\n }\n});\n\nreturn {\n date: today,\n timestamp: now.toISOString(),\n jurisdictions: jurisdictions.join(', '),\n entityType: entityType,\n totalUpcoming: upcomingDeadlines.length,\n criticalCount: criticalDeadlines.length,\n overdueCount: overdueDeadlines.length,\n next7Days: upcomingDeadlines.filter(d => d.daysUntil <= 7).length,\n upcomingDeadlines: upcomingDeadlines,\n criticalDeadlines: criticalDeadlines,\n overdueDeadlines: overdueDeadlines,\n requiresImmediateAction: overdueDeadlines.length > 0 || criticalDeadlines.length > 0,\n alertLevel: overdueDeadlines.length > 0 ? 'CRITICAL' : criticalDeadlines.length > 0 ? 'HIGH' : 'MEDIUM'\n};"
},
"typeVersion": 2
},
{
"id": "18f3d827-6ffb-4ef9-9080-13a5bf65773b",
"name": "AI 分析",
"type": "n8n-nodes-base.httpRequest",
"position": [
-2080,
2336
],
"parameters": {
"url": "https://api.openai.com/v1/chat/completions",
"method": "POST",
"options": {},
"jsonBody": "={\n \"model\": \"gpt-4\",\n \"messages\": [\n {\n \"role\": \"system\",\n \"content\": \"You are a tax compliance advisor. Analyze deadlines and provide insights.\"\n },\n {\n \"role\": \"user\",\n \"content\": \"Analyze these tax deadlines for {{ $json.date }}: {{ JSON.stringify($json.upcomingDeadlines) }}. Provide risk assessment and recommendations.\"\n }\n ]\n}",
"sendBody": true,
"specifyBody": "json"
},
"typeVersion": 4.2
},
{
"id": "f077e19c-408e-48da-9bd8-51ce5332459f",
"name": "合并 AI 洞察",
"type": "n8n-nodes-base.code",
"position": [
-1856,
2336
],
"parameters": {
"jsCode": "const deadlineData = $('Analyze Deadlines').first().json;\nconst aiResponse = $input.first().json;\n\nlet aiInsights = 'AI analysis completed';\ntry {\n aiInsights = aiResponse.choices[0].message.content;\n} catch (e) {\n aiInsights = 'AI analysis unavailable';\n}\n\nreturn {\n ...deadlineData,\n aiInsights: aiInsights\n};"
},
"typeVersion": 2
},
{
"id": "5d987c19-ccb9-48cc-8070-11c355c8f55f",
"name": "有截止日期",
"type": "n8n-nodes-base.if",
"position": [
-1632,
2336
],
"parameters": {
"options": {},
"conditions": {
"number": [
{
"value1": "={{ $json.totalUpcoming }}",
"value2": 0,
"operation": "larger"
}
]
}
},
"typeVersion": 2
},
{
"id": "db1f10ec-9594-4446-9c9d-c42321165efa",
"name": "是否关键",
"type": "n8n-nodes-base.if",
"position": [
-1408,
2240
],
"parameters": {
"options": {},
"conditions": {
"boolean": [
{
"value1": "={{ $json.requiresImmediateAction }}",
"value2": true
}
]
}
},
"typeVersion": 2
},
{
"id": "a8409e3e-720e-4163-b730-cfdfeb22a1b8",
"name": "格式化邮件",
"type": "n8n-nodes-base.code",
"position": [
-1184,
2144
],
"parameters": {
"jsCode": "const data = $input.first().json;\n\nconst emailHtml = `\n<html>\n<body style=\"font-family: Arial; padding: 20px;\">\n <div style=\"background: #1e3c72; color: white; padding: 30px; text-align: center;\">\n <h1>Tax Compliance Alert</h1>\n <p>${data.date} | Alert: ${data.alertLevel}</p>\n </div>\n <div style=\"padding: 20px;\">\n <h3>Summary</h3>\n <p><strong>Overdue:</strong> ${data.overdueCount}</p>\n <p><strong>Critical (≤3 days):</strong> ${data.criticalCount}</p>\n <p><strong>Next 7 Days:</strong> ${data.next7Days}</p>\n <p><strong>Total Upcoming:</strong> ${data.totalUpcoming}</p>\n ${data.overdueDeadlines.length > 0 ? `\n <div style=\"background: #ffebee; padding: 15px; margin: 20px 0;\">\n <h3 style=\"color: #c62828;\">OVERDUE DEADLINES</h3>\n ${data.overdueDeadlines.map(dl => `\n <p><strong>${dl.name}</strong><br>\n Due: ${dl.deadlineDate} (${Math.abs(dl.daysUntil)} days overdue)<br>\n Assigned: ${dl.assignedTo}</p>\n `).join('')}\n </div>\n ` : ''}\n ${data.criticalDeadlines.length > 0 ? `\n <div style=\"background: #fff3e0; padding: 15px; margin: 20px 0;\">\n <h3 style=\"color: #f57c00;\">CRITICAL DEADLINES</h3>\n ${data.criticalDeadlines.map(dl => `\n <p><strong>${dl.name}</strong><br>\n Due: ${dl.deadlineDate} (${dl.daysUntil} days)<br>\n Assigned: ${dl.assignedTo}</p>\n `).join('')}\n </div>\n ` : ''}\n <h3>AI Insights</h3>\n <p>${data.aiInsights}</p>\n </div>\n</body>\n</html>\n`;\n\nreturn {\n ...data,\n emailHtml: emailHtml,\n emailSubject: `${data.alertLevel} Tax Alert - ${data.overdueCount} Overdue, ${data.criticalCount} Critical`\n};"
},
"typeVersion": 2
},
{
"id": "3153af6e-e5eb-4560-a406-14b85781064a",
"name": "发送邮件",
"type": "n8n-nodes-base.emailSend",
"position": [
-960,
2144
],
"webhookId": "cf96020d-2cb8-4a71-b6f6-d211a2c56dcd",
"parameters": {
"options": {},
"subject": "={{ $json.emailSubject }}",
"toEmail": "cfo@company.com",
"fromEmail": "tax@company.com"
},
"credentials": {
"smtp": {
"id": "G1kyF8cSWTZ4vouN",
"name": "SMTP -test"
}
},
"typeVersion": 2.1
},
{
"id": "a57f0035-73a4-4720-8de1-9315d6a28c3a",
"name": "格式化 Slack",
"type": "n8n-nodes-base.code",
"position": [
-1184,
2336
],
"parameters": {
"jsCode": "const data = $input.first().json;\n\nconst blocks = [\n {\n type: \"header\",\n text: {\n type: \"plain_text\",\n text: `Tax Alert - ${data.date}`,\n emoji: true\n }\n },\n {\n type: \"section\",\n fields: [\n { type: \"mrkdwn\", text: `*Overdue:* ${data.overdueCount}` },\n { type: \"mrkdwn\", text: `*Critical:* ${data.criticalCount}` },\n { type: \"mrkdwn\", text: `*Next 7 Days:* ${data.next7Days}` },\n { type: \"mrkdwn\", text: `*Total:* ${data.totalUpcoming}` }\n ]\n }\n];\n\nif (data.overdueDeadlines.length > 0) {\n blocks.push({\n type: \"section\",\n text: {\n type: \"mrkdwn\",\n text: `*OVERDUE:*\\n${data.overdueDeadlines.map(dl => `• ${dl.name} - ${Math.abs(dl.daysUntil)} days overdue`).join('\\n')}`\n }\n });\n}\n\nif (data.criticalDeadlines.length > 0) {\n blocks.push({\n type: \"section\",\n text: {\n type: \"mrkdwn\",\n text: `*CRITICAL:*\\n${data.criticalDeadlines.map(dl => `• ${dl.name} - ${dl.daysUntil} days left`).join('\\n')}`\n }\n });\n}\n\nreturn { ...data, slackBlocks: blocks };"
},
"typeVersion": 2
},
{
"id": "12d16c58-99c9-4b5c-b35c-6ed7474f64a1",
"name": "发送到 Slack",
"type": "n8n-nodes-base.slack",
"position": [
-960,
2336
],
"webhookId": "65d9c2b2-262e-4881-aa9b-2979175cf756",
"parameters": {
"text": "=Tax Alert",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "id",
"value": "C12345678"
},
"otherOptions": {}
},
"credentials": {
"slackApi": {
"id": "MQ0fgwuS8AzfwFvy",
"name": "Slack account - test "
}
},
"typeVersion": 2.2
},
{
"id": "6612a7be-3eb9-4283-b95f-e82867780a3c",
"name": "记录到表格1",
"type": "n8n-nodes-base.googleSheets",
"position": [
-1408,
2432
],
"parameters": {
"columns": {
"value": {},
"schema": [],
"mappingMode": "autoMapInputData",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "append",
"sheetName": {
"__rl": true,
"mode": "name",
"value": "ComplianceLog"
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "YOUR_LOG_ID"
},
"authentication": "serviceAccount"
},
"credentials": {
"googleApi": {
"id": "ScSS2KxGQULuPtdy",
"name": "Google Sheets- test"
}
},
"typeVersion": 4.2
},
{
"id": "67ad55a3-bd1e-4bab-bf9a-1787565461b7",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2784,
2192
],
"parameters": {
"width": 182,
"height": 304,
"content": "**每日触发器** - 每天早上 8:00 运行"
},
"typeVersion": 1
},
{
"id": "7f4c325c-81be-4e9c-ab74-400d75704a90",
"name": "便签2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2560,
2048
],
"parameters": {
"color": 4,
"width": 182,
"height": 560,
"content": "**获取数据** - 从 Google Sheets 拉取税务日历和公司配置"
},
"typeVersion": 1
},
{
"id": "8002d149-5674-4f60-a5c7-2ad68a0d2f10",
"name": "便签3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2336,
2176
],
"parameters": {
"width": 182,
"height": 304,
"content": "**分析截止日期** - 计算剩余天数，按管辖区域/实体类型筛选，按优先级分类"
},
"typeVersion": 1
},
{
"id": "e4d30c91-ff1a-4463-81e7-a88ee1175514",
"name": "便签4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2128,
2176
],
"parameters": {
"color": 4,
"width": 182,
"height": 304,
"content": "**AI 分析** - GPT-4 提供关于即将到来截止日期的战略洞察和风险评估"
},
"typeVersion": 1
},
{
"id": "1402e736-4cbb-47a7-be96-237c269c5d19",
"name": "便签5",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1888,
2160
],
"parameters": {
"width": 614,
"height": 400,
"content": "**智能路由** - 仅当存在逾期或关键截止日期时发送警报"
},
"typeVersion": 1
},
{
"id": "4ed27c59-2e95-471f-89ea-c5309aaa6afc",
"name": "便签6",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1232,
1856
],
"parameters": {
"color": 4,
"width": 390,
"height": 640,
"content": "**关键警报** - 向高管发送 HTML 邮件 + 对紧急事项发送 Slack 警报"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "1853f22a-7d32-4bf5-a7da-329e185512f5",
"connections": {
"AI Analysis": {
"main": [
[
{
"node": "Merge AI Insights",
"type": "main",
"index": 0
}
]
]
},
"Is Critical": {
"main": [
[
{
"node": "Format Email",
"type": "main",
"index": 0
},
{
"node": "Format Slack",
"type": "main",
"index": 0
}
]
]
},
"Format Email": {
"main": [
[
{
"node": "Send Email",
"type": "main",
"index": 0
}
]
]
},
"Format Slack": {
"main": [
[
{
"node": "Send to Slack",
"type": "main",
"index": 0
}
]
]
},
"Has Deadlines": {
"main": [
[
{
"node": "Is Critical",
"type": "main",
"index": 0
},
{
"node": "Log to Sheet1",
"type": "main",
"index": 0
}
]
]
},
"Daily Tax Check": {
"main": [
[
{
"node": "Fetch Tax Calendar",
"type": "main",
"index": 0
},
{
"node": "Fetch Company Config",
"type": "main",
"index": 0
}
]
]
},
"Analyze Deadlines": {
"main": [
[
{
"node": "AI Analysis",
"type": "main",
"index": 0
}
]
]
},
"Merge AI Insights": {
"main": [
[
{
"node": "Has Deadlines",
"type": "main",
"index": 0
}
]
]
},
"Fetch Tax Calendar": {
"main": [
[
{
"node": "Analyze Deadlines",
"type": "main",
"index": 0
}
]
]
},
"Fetch Company Config": {
"main": [
[
{
"node": "Analyze Deadlines",
"type": "main",
"index": 0
}
]
]
}
}
}常见问题
如何使用这个工作流？
复制上方的 JSON 配置代码，在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」，粘贴配置后根据需要修改凭证设置即可。
这个工作流适合什么场景？
高级 - 文档提取, AI 摘要总结
需要付费吗？
本工作流完全免费，您可以直接导入使用。但请注意，工作流中使用的第三方服务（如 OpenAI API）可能需要您自行付费。
相关工作流推荐
实时银行交易监控和会计团队警报系统
监控银行交易并为会计团队提供多通道告警
If
Code
Merge
+6
32 节点Oneclick AI Squad
文档提取
财务薪资自动化与员工工资通知系统
通过GPT-4、Google Sheets、PDF工资单和Slack提醒自动化薪资处理
Code
Slack
Email Send
+4
14 节点Oneclick AI Squad
人力资源
面向财务专业人士的自动化每日现金流与费用报告
使用Google表格、Slack和邮件为财务团队生成每日现金流报告
Code
Merge
Slack
+7
25 节点Oneclick AI Squad
文档提取
智能库存补货与自动采购订单
基于OpenAI预测与ERP集成的AI驱动库存管理
Code
Filter
Postgres
+5
24 节点Oneclick AI Squad
文档提取
Instagram影响者交付物和合同合规性自动化
使用Claude AI和Slack提醒自动化Instagram影响者合同合规性
If
Set
Code
+8
26 节点Oneclick AI Squad
社交媒体
PPC广告智能分析与优化 - 集成Google Ads、Sheets和Slack
PPC广告智能分析与优化 - 集成Google Ads、Sheets和Slack
If
Set
Code
+6
23 节点Daniel Shashko
文档提取
工作流信息
难度等级
高级
节点数量19
分类2
节点类型8
作者
Oneclick AI Squad
@oneclick-aiThe AI Squad Initiative is a pioneering effort to build, automate and scale AI-powered workflows using n8n.io. Our mission is to help individuals and businesses integrate AI agents seamlessly into their daily operations from automating tasks and enhancing productivity to creating innovative, intelligent solutions. We design modular, reusable AI workflow templates that empower creators, developers and teams to supercharge their automation with minimal effort and maximum impact.
外部链接
在 n8n.io 查看 →
分享此工作流