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, "<="&#x26;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

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