Automated Data Analysis and Summarization for Marketing Reports

This n8n workflow automates the collection, filtering, merging, and analysis of marketing data from Google Sheets, with a focus on performance metrics and leadership performance. Starting with a manual trigger, the workflow pulls data from two Google Sheets: one containing marketing performance metrics and another with leader assignments. These sheets are merged based on the ‘Channel’ field. The workflow then filters records where clicks exceed five and branches logic to evaluate spend data, categorizing periods as ‘Great’ or ‘Poor’ based on spend thresholds. It then counts the number of good and bad days per leader, organizes this data into structured tables, and combines the datasets. An AI-powered agent summarizes leader performance, highlighting the top and worst performers along with reasons. This workflow is useful for marketing teams aiming to automate performance tracking, compare leadership effectiveness, and generate insightful reports for strategic decisions.