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:
yaml
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
yaml
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
yaml
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
yaml
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: list5. Form Responses → CRM + Slack
yaml
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% │ $160,000 │└────────────────────────────────────────────────────────────────┘
ROAS: 15.2xBest Channel: LinkedIn (highest conversion)Action: Increase LinkedIn budget by 20%Formulas Reference
Common Automation Formulas
# Auto-status based on date=IF(C2<TODAY(), "OVERDUE", IF(C2=TODAY(), "DUE TODAY", "UPCOMING"))
# Days until due=DATEDIF(TODAY(), C2, "D")
# Auto-assign based on criteria=IFS(B2="Enterprise", "Alice", B2="Mid-Market", "Bob", TRUE, "Carol")
# Calculate conversion rate=IFERROR(D2/C2, 0)
# Running total=SUMIF($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:
markdown
# 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
```yamltrigger: Every 15 minutesactions: 1. Check for tasks due within 24 hours 2. Send Slack DM to assignee 3. Post daily summary at 6pmSample Reminders
Overdue Alert:
🚨 *OVERDUE*: Review proposalDue: Jan 29 (1 day ago)Priority: High
Please update status or mark complete.Due Today:
⏰ *Due Today*: Update documentationPriority: 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) - BobSetup 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*
