This n8n workflow template automatically pulls marketing data from Google Sheets, calculates key performance metrics, a…
This n8n workflow template automatically pulls marketing data from Google Sheets, calculates key performance metrics, and sends beautifully formatted HTML email reports. Perfect for marketing teams, agencies, or businesses that need regular performance reporting without manual data processing. What This Workflow Does This automated workflow: Retrieves marketing campaign data from Google Sheets Calculates 5 key performance metrics (customers, campaigns, clicks, conversions, spend) Merges all statistics into a single data object Sends a professional HTML email report with modern styling Can be run manually or scheduled for regular reporting The workflow processes data including Customer ID, Campaign names, Clicks, Conversions, and Spend amounts to generate comprehensive performance summaries. Tools & Services Used N8N** - Workflow automation platform Google Sheets** - Marketing data source and storage Microsoft Outlook** - Email delivery system HTML/CSS** - Professional report formatting Step-by-Step Implementation Step 1: Set Up Your Google Sheets Data Source Copy the Sample Data Template: Access the template: Marketing Performance Data Template Click "File" → "Make a copy" to create your own version Rename it (e.g., "My Marketing Performance Data") Set Up Your Data Structure: Your Google Sheet should have a "Data" tab with these columns: Customer ID** - Unique identifier for each customer Campaign** - Name of the marketing campaign Clicks** - Number of clicks generated Conversions** - Number of conversions achieved Spend ($)** - Amount spent on the campaign Configure Google Sheets API Access: Go to Google Cloud Console Create a project or select existing one Enable "Google Sheets API" Create OAuth2 credentials or use service account Share your sheet with the service account email (if using service account) Step 2: Import and Configure the N8N Workflow Import the Workflow: Copy the workflow JSON from the template In your N8N instance, go to Workflows → Import from JSON Paste the JSON and import the workflow Step 3: Configure Each Node Node 1: "When clicking 'Execute workflow'" (Manual Trigger) Purpose**: Starts the workflow manually for testing Configuration**: No setup required Note**: You can replace this with a Schedule Trigger for automated reports Node 2: "Get Google Sheets Data" Purpose**: Retrieves all marketing data from your Google Sheet Setup Required**: Click on the node Set up Google Sheets OAuth2 credentials: Click "Create New Credential" Follow OAuth2 setup process Authorize access to your Google account Select your spreadsheet from the dropdown Choose the "Data" sheet Test the connection to ensure data loads Node 3-7: Data Analysis Nodes "Count Unique Customers" Purpose**: Counts how many unique customers were reached Configuration**: Pre-configured to count unique "Customer ID" values No setup required** "Count Unique Campaigns" Purpose**: Counts total number of campaigns run Configuration**: Pre-configured to count unique "Campaign" values No setup required** "Sum Total Clicks" Purpose**: Adds up all clicks across campaigns Configuration**: Pre-configured to sum "Clicks" column No setup required** "Sum Total Conversions" Purpose**: Totals all conversions achieved Configuration**: Pre-configured to sum "Conversions" column No setup required** "Sum Total Spend" Purpose**: Calculates total marketing spend Configuration**: Pre-configured to sum "Spend ($)" column No setup required** Node 8: "Merge" Purpose**: Combines all calculated metrics into one data object Configuration**: Pre-configured to merge by position No setup required** Node 9: "Send Email Report" (Microsoft Outlook) Purpose**: Sends the formatted HTML email report Setup Required**: Click on the node Set up Microsoft Outlook OAuth2 credentials: Click "Create New Credential" Follow OAuth2 setup for your Microsoft account Grant necessary email permissions Configure Email Settings: To Recipients: Change from "rbreen@ynteractive.com" to your recipient email(s) Subject: Modify "Daily Marketing Performance" as needed Body Content: Pre-configured with professional HTML template Email Template Features: Modern glassmorphic design Responsive layout for mobile devices Animated gradient accents Hover effects on metric cards Professional typography For professional setup, customization, or troubleshooting of this workflow, contact: Robert - Ynteractive Solutions Email**: robert@ynteractive.com Website**: www.ynteractive.com LinkedIn**: linkedin.com/in/robert-breen-29429625/ Specializing in AI-powered workflow automation, business process optimization, and custom integration solutions. An n8n automation workflow template by Robert Breen.
Robert Breen
web
free
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