🤝 Send daily outbound performance digests with Google Sheets, Claude and Gmail
⚡ 60 views · 🤝 CRM & Sales Operations
Description
Quick overview
This workflow runs every morning, pulls outbound campaign rows from Google Sheets, uses Anthropic Claude to generate a performance summary with sentiment counts and prioritized follow-ups, and sends the digest to a recipient via Gmail.
How it works
- Runs every morning at the scheduled hour.
- Loads configuration values such as the digest recipient email and analysis focus.
- Reads all rows from the specified Google Sheets campaign tab and aggregates them into a single payload.
- Sends the aggregated campaign data and focus instructions to Anthropic Claude and parses the response into structured fields (summary, sentiment counts, and follow-ups).
- Sends a plain-text digest email through Gmail with the summary, sentiment breakdown, and follow-ups list.
Setup
- Add an Anthropic API credential and select the Claude chat model you want to use.
- Add Google Sheets OAuth credentials, set the Google Sheet document ID, and ensure the workflow points to the correct campaign tab name.
- Add Gmail OAuth credentials and set the recipient email address in the configuration values.
- Update the scheduled trigger time to match when you want the daily digest sent.
Additional info
Step-by-step guides:
- Google (Sheets and Gmail) for n8n → https://winflowai.com/blog/get-google-api-key-n8n/
- Anthropic (Claude) API key → https://winflowai.com/blog/get-claude-api-key/
🔗 Nodes Used
Google Sheets, Gmail, Schedule Trigger, Basic LLM Chain, Anthropic Chat Model, Structured Output Parser
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File