This workflow pulls marketing data from Google Sheets, aggregates spend by channel, generates an AI-written summary, an…
This workflow pulls marketing data from Google Sheets, aggregates spend by channel, generates an AI-written summary, and outputs a formatted PDF report using a custom HTML template on PDF.co. ⚙️ Setup Instructions 1️⃣ Prepare Your Google Sheet Copy this template into your Google Drive: Sample Marketing Data Add or update your marketing spend data in rows 2–100. Connect Google Sheets in n8n Go to n8n → Credentials → New → Google Sheets (OAuth2) Log in with your Google account and grant access Select the Spreadsheet ID and Worksheet in the workflow 2️⃣ Set Up PDF.co for PDF Reports Create a free account at PDF.co In PDF.co Dashboard → HTML to PDF Templates, create a new Mustache template Paste the HTML provided at the bottom of this description Save, and note your Template ID In n8n → Credentials → New → PDF.co API, paste your API Key and save In the workflow, select your PDF.co credential in the Create PDF node Replace the templateId with your Template ID 🧠 How It Works Google Sheets Node**: Pulls marketing spend data Summarize Nodes**: Aggregate total spend and spend per channel OpenAI Node**: Writes a daily summary of marketing performance Code Node**: Converts aggregated data into the correct shape for the PDF template PDF.co Node: Generates a final, formatted **PDF report 📬 Contact Need help customizing this (e.g., filtering by campaign, sending reports by email, or formatting your PDF)? 📧 robert@ynteractive.com 🔗 Robert Breen 🌐 ynteractive.com 📄 HTML Template (for PDF.co) > Paste this into a new HTML Template on PDF.co and reference its Template ID in your workflow. <!DOCTYPE html> <html> <head> <meta charset="utf-8" /> <title>Invoice {{invoiceNumber}}</title> <style> body { font-family: Arial, Helvetica, sans-serif; margin: 36px; color: #222; } .header { display: flex; justify-content: space-between; align-items: center; } .brand { max-height: 56px; } h1 { margin: 12px 0 4px; font-size: 22px; } .meta { font-size: 12px; color: #555; } .two-col { display: flex; gap: 24px; margin-top: 16px; } .box { flex: 1; border: 1px solid #ddd; padding: 12px; border-radius: 6px; } .label { font-size: 11px; color: #666; text-transform: uppercase; letter-spacing: .02em; } table { width: 100%; border-collapse: collapse; margin-top: 16px; } th, td { border-bottom: 1px solid #eee; padding: 10px 8px; font-size: 13px; } th { background: #fafafa; text-align: left; } tfoot td { border-top: 2px solid #ddd; font-size: 13px; } .right { text-align: right; } .totals td { padding: 6px 8px; } .grand { font-weight: 700; font-size: 14px; } .notes { margin-top: 18px; font-size: 12px; color: #444; } </style> </head> <body> Invoice {{invoiceNumber}} Date: {{invoiceDate}} | Due: {{dueDate}} {{#company.logoUrl}} {{/company.logoUrl}} From {{company.name}} {{company.address}} {{company.phone}} {{company.email}} Bill To {{billTo.name}} {{billTo.address}} {{billTo.email}} Description Qty Unit Price Line Total {{#items}} {{line}} {{description}} {{qty}} {{unitPriceFmt}} {{lineTotalFmt}} {{/items}} Subtotal {{subTotalFmt}} Tax ({{taxRatePct}}) {{taxAmountFmt}} Discount -{{discountFmt}} Total {{totalFmt}} Notes: {{notes}} Terms: {{terms}} </body> </html>. An n8n automation workflow template by Robert Breen.
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