Workflow overview
Why this workflow matters
Helpful for business development and pipeline building. Relevant for managed services and support workflows.
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
Best fit
Categories
Services
Use cases
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