Google Sheets Automation
Automate Google Sheets workflows for data synchronization, task management, reporting dashboards, and multi-platform integrations. Based on n8n's 7,800+ workflow templates.
Overview
This skill covers:
- Automated data sync from multiple sources
- Task management with Slack reminders
- Real-time reporting dashboards
- CRM/Marketing data aggregation
- Scheduled report generation
Core Workflows
1. Multi-Source Data Aggregation
┌─────────────┐ ┌─────────────┐ ┌─────────────┐
│ HubSpot │ │ Stripe │ │ Google │
│ (CRM) │ │ (Payments) │ │ Analytics │
└──────┬──────┘ └──────┬──────┘ └──────┬──────┘
│ │ │
└─────────────────┼─────────────────┘
│
▼
┌──────────────────┐
│ Google Sheets │
│ (Master Dashboard)│
└──────────────────┘
│
▼
┌──────────────────┐
│ Slack/Email │
│ (Daily Report) │
└──────────────────┘
n8n Configuration:
workflow: "Daily Business Metrics Sync"
schedule: "6:00 AM daily"
steps:
1. fetch_crm_data:
source: hubspot
data:
- new_leads_today
- deals_closed
- pipeline_value
2. fetch_revenue_data:
source: stripe
data:
- mrr
- new_subscriptions
- churn
3. fetch_traffic_data:
source: google_analytics
data:
- sessions
- conversions
- bounce_rate
4. update_sheets:
spreadsheet: "Business Dashboard"
sheet: "Daily Metrics"
action: append_row
data:
- date: today
- leads: "{hubspot.new_leads}"
- deals: "{hubspot.deals_closed}"
- mrr: "{stripe.mrr}"
- sessions: "{ga.sessions}"
5. update_charts:
refresh: automatic (Sheets built-in)
6. send_summary:
slack:
channel: "#daily-metrics"
message: |
📊 Daily Metrics - {date}
💰 Revenue: ${mrr} MRR
👥 New Leads: {leads}
🎯 Deals Closed: {deals}
📈 Website Sessions: {sessions}
2. Task Management with Reminders
workflow: "Sheets Task Tracker"
trigger:
type: schedule
frequency: every_15_minutes
sheet_structure:
columns:
- A: Task
- B: Assignee
- C: Due Date
- D: Priority (High/Medium/Low)
- E: Status (Todo/In Progress/Done)
- F: Slack ID
steps:
1. read_tasks:
filter: |
Status != "Done" AND
Due Date <= TODAY() + 1
2. categorize_urgency:
overdue: Due Date < TODAY()
due_today: Due Date == TODAY()
due_tomorrow: Due Date == TODAY() + 1
3. send_reminders:
for_each: task
overdue:
slack_dm:
to: "{assignee_slack_id}"
message: |
🚨 *OVERDUE*: {task_name}
Due: {due_date} ({days_overdue} days ago)
Priority: {priority}
due_today:
slack_dm:
to: "{assignee_slack_id}"
message: |
⏰ *Due Today*: {task_name}
Priority: {priority}
4. daily_recap:
schedule: "6:00 PM"
slack_channel: "#team"
message: |
📋 *Daily Task Recap*
✅ Completed: {completed_count}
⏳ In Progress: {in_progress_count}
🚨 Overdue: {overdue_count}
Top priorities for tomorrow:
{tomorrow_tasks}
3. Automated Report Generation
workflow: "Weekly Report Generator"
schedule: "Friday 5:00 PM"
steps:
1. collect_data:
sheets:
- "Sales Data"
- "Marketing Metrics"
- "Support Tickets"
2. calculate_metrics:
sales:
- total_revenue: SUM(revenue_column)
- deals_closed: COUNT(won_deals)
- avg_deal_size: AVG(deal_value)
- win_rate: won / (won + lost)
marketing:
- leads_generated: COUNT(new_leads)
- cost_per_lead: spend / leads
- conversion_rate: conversions / visitors
support:
- tickets_resolved: COUNT(resolved)
- avg_response_time: AVG(first_response)
- csat_score: AVG(satisfaction)
3. generate_report:
format: google_doc
template: "Weekly Report Template"
sections:
- executive_summary
- sales_performance
- marketing_metrics
- customer_support
- next_week_priorities
4. create_charts:
google_sheets:
- revenue_trend: line_chart
- deal_funnel: bar_chart
- lead_sources: pie_chart
5. distribute:
email:
to: leadership_team
subject: "Weekly Business Report - Week {week_number}"
attach: [report_doc, charts_pdf]
slack:
channel: "#leadership"
message: "📊 Weekly report ready: {doc_link}"
4. Inventory/Stock Tracker
workflow: "Inventory Alert System"
trigger:
type: sheets_change
sheet: "Inventory"
sheet_structure:
columns:
- Product
- SKU
- Current Stock
- Reorder Level
- Supplier
- Lead Time (days)
steps:
1. check_stock_levels:
condition: Current Stock <= Reorder Level
2. generate_alerts:
for_each: low_stock_item
actions:
- update_cell:
column: "Status"
value: "REORDER NEEDED"
format: red_background
- slack_alert:
channel: "#inventory"
message: |
⚠️ *Low Stock Alert*
Product: {product_name}
SKU: {sku}
Current: {current_stock}
Reorder Level: {reorder_level}
Supplier: {supplier}
- email_supplier:
if: auto_reorder == true
template: "reorder_request"
3. daily_summary:
schedule: "9:00 AM"
report:
- total_skus: count
- low_stock_items: count
- out_of_stock: count
- pending_orders: list
5. Form Responses → CRM + Slack
workflow: "Google Form Lead Capture"
trigger:
type: google_forms
form: "Contact Us Form"
steps:
1. capture_response:
fields: [name, email, company, message, source]
2. append_to_sheet:
spreadsheet: "Lead Tracker"
data:
- timestamp: NOW()
- name: "{name}"
- email: "{email}"
- company: "{company}"
- message: "{message}"
- status: "New"
3. enrich_lead:
clearbit:
lookup_by: email
append: [company_size, industry, linkedin]
4. create_in_crm:
hubspot:
object: contact
properties:
email: "{email}"
firstname: "{name}"
company: "{company}"
lead_source: "Website Form"
5. notify_sales:
slack:
channel: "#new-leads"
message: |
🎉 *New Lead!*
👤 {name}
🏢 {company} ({company_size} employees)
📧 {email}
💬 "{message}"
[View in HubSpot]({hubspot_link})
6. auto_respond:
email:
to: "{email}"
template: "thank_you_for_contacting"
Sheet Templates
Sales Dashboard
┌────────────────────────────────────────────────────────────────┐
│ SALES DASHBOARD - {Month} │
├────────────────────────────────────────────────────────────────┤
│ │
│ ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐ │
│ │ Revenue │ │ Deals │ │ Avg Deal│ │ Win Rate│ │
│ │ $125K │ │ 23 │ │ $5,400 │ │ 34% │ │
│ │ ▲ 15% │ │ ▲ 8% │ │ ▲ 12% │ │ ▼ 2% │ │
│ └─────────┘ └─────────┘ └─────────┘ └─────────┘ │
│ │
│ [Revenue Trend Chart - Line] │
│ [Pipeline by Stage - Funnel] │
│ [Top Sales Reps - Bar] │
│ │
├────────────────────────────────────────────────────────────────┤
│ Date │ Deal │ Value │ Rep │ Stage │ Prob │
│ 1/30 │ Acme Corp │ $15,000 │ Alice │ Proposal │ 60% │
│ 1/29 │ Tech Inc │ $8,500 │ Bob │ Demo │ 40% │
│ ... │ ... │ ... │ ... │ ... │ ... │
└────────────────────────────────────────────────────────────────┘
Marketing Tracker
┌────────────────────────────────────────────────────────────────┐
│ MARKETING METRICS │
├────────────────────────────────────────────────────────────────┤
│ Channel │ Spend │ Leads │ CPL │ Conv % │ Revenue │
├─────────────┼──────────┼───────┼────────┼────────┼───────────┤
│ Google Ads │ $5,000 │ 150 │ $33 │ 3.2% │ $45,000 │
│ Facebook │ $3,000 │ 200 │ $15 │ 1.8% │ $28,000 │
│ LinkedIn │ $2,500 │ 50 │ $50 │ 5.5% │ $35,000 │
│ Organic │ $0 │ 300 │ $0 │ 2.1% │ $52,000 │
├─────────────┼──────────┼───────┼────────┼────────┼───────────┤
│ TOTAL │ $10,500 │ 700 │ $15 │ 2.8% │ $160,000 │
└────────────────────────────────────────────────────────────────┘
ROAS: 15.2x
Best Channel: LinkedIn (highest conversion)
Action: Increase LinkedIn budget by 20%
Formulas Reference
Common Automation Formulas
# Auto-status based on date
=IF(C2<TODAY(), "OVERDUE", IF(C2=TODAY(), "DUE TODAY", "UPCOMING"))
# Days until due
=DATEDIF(TODAY(), C2, "D")
# Auto-assign based on criteria
=IFS(B2="Enterprise", "Alice", B2="Mid-Market", "Bob", TRUE, "Carol")
# Calculate conversion rate
=IFERROR(D2/C2, 0)
# Running total
=SUMIF($A$2:A2, "<="&A2, $B$2:B2)
# Conditional formatting trigger
=AND($E2="High", $F2<TODAY())
# VLOOKUP from another sheet
=VLOOKUP(A2, 'Reference Data'!$A:$C, 3, FALSE)
# Query for dashboard
=QUERY(Data!A:F, "SELECT A, SUM(C) WHERE B='Closed Won' GROUP BY A")
Output Example
Request: "Set up automated task reminders from Google Sheets"
Output:
# Task Reminder System Setup
## Sheet Structure
Create a sheet named "Tasks" with these columns:
| A | B | C | D | E | F |
|---|---|---|---|---|---|
| Task | Assignee | Due Date | Priority | Status | Slack ID |
| Review proposal | Alice | 2026-01-31 | High | In Progress | U12345 |
| Update docs | Bob | 2026-02-01 | Medium | Todo | U67890 |
## Automation Workflow
```yaml
trigger: Every 15 minutes
actions:
1. Check for tasks due within 24 hours
2. Send Slack DM to assignee
3. Post daily summary at 6pm
Sample Reminders
Overdue Alert:
🚨 *OVERDUE*: Review proposal
Due: Jan 29 (1 day ago)
Priority: High
Please update status or mark complete.
Due Today:
⏰ *Due Today*: Update documentation
Priority: Medium
You've got this! 💪
Daily Recap (6pm):
📋 *Daily Task Recap*
✅ Completed today: 5
⏳ In Progress: 3
🚨 Overdue: 1
Tomorrow's priorities:
• Review proposal (High) - Alice
• Client call prep (High) - Bob
Setup Steps
- Create Google Sheet with structure above
- Set up n8n workflow with Schedule trigger
- Connect Google Sheets and Slack nodes
- Test with sample tasks
- Activate workflow
Would you like the complete n8n workflow JSON?
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*Sheets Automation Skill - Part of Claude Office Skills*