🤝 Generate weekly sales insights with Google Sheets, Gemini AI and Gmail
⚡ 100 views · 🤝 CRM & Sales Operations
Description
How it works
This workflow automatically generates a weekly sales performance report from Google Sheets data. It runs on a schedule, cleans and filters the dataset, and calculates week-over-week performance metrics. An AI model generates a concise business summary, while a chart visualizes category performance. Finally, the report is formatted into a professional HTML email and sent via Gmail.
Step-by-step
-
Trigger & fetch data
- Schedule Trigger1 – Runs the workflow weekly at a defined time.
- Get row(s) in sheet1 – Fetches raw sales data from Google Sheets.
-
Clean & prepare data
- Removing Empty Rows1 – Cleans dataset by removing empty rows and formatting numbers.
- Filter Latest Week1 – Filters data to include only the relevant weekly range.
- Sales Analytics Engine – Calculates totals, growth %, category performance, and prepares structured output.
-
Generate insights & visuals
- Message a model – Uses AI to generate a short performance summary and recommendations.
- HTTP Request1 – Generates a bar chart comparing category performance using QuickChart.
-
Format & send report
- Format Email1 – Builds a styled HTML email with KPIs, insights, and tables.
- Send Email1 – Sends the final report via Gmail to the configured recipient.
Why use this?
- Automates weekly reporting with zero manual effort
- Provides AI-driven insights for better decision-making
- Visualizes performance trends clearly with charts
- Improves communication with clean, professional email reports
- Saves time on data cleaning, analysis, and formatting
🔗 Nodes Used
Google Sheets, HTTP Request, Gmail, Schedule Trigger, Google Gemini
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File