Generate weekly sales insights with Google Sheets, Gemini AI and Gmail
Go to WorkflowDescription
How it works
This workflow automatically generates a weekly sales performance report from Google Sheets data. It runs on a schedule, cleans and filters the dataset, and calculates week-over-week performance metrics. An AI model generates a concise business summary, while a chart visualizes category performance. Finally, the report is formatted into a professional HTML email and sent via Gmail.
Step-by-step
Trigger & fetch data**
Schedule Trigger1 – Runs the workflow weekly at a defined time.
Get row(s) in sheet1 – Fetches raw sales data from Google Sheets.
Clean & prepare data**
Removing Empty Rows1 – Cleans dataset by removing empty rows and formatting numbers.
Filter Latest Week1 – Filters data to include only the relevant weekly range.
Sales Analytics Engine – Calculates totals, growth %, category performance, and prepares structured output.
Generate insights & visuals**
Message a model – Uses AI to generate a short performance summary and recommendations.
HTTP Request1 – Generates a bar chart comparing category performance using QuickChart.
Format & send report**
Format Email1 – Builds a styled HTML email with KPIs, insights, and tables.
Send Email1 – Sends the final report via Gmail to the configured recipient.
Why use this?
Automates weekly reporting with zero manual effort
Provides AI-driven insights for better decision-making
Visualizes performance trends clearly with charts
Improves communication with clean, professional email reports
Saves time on data cleaning, analysis, and formatting