Automated Daily Business Metrics Monitoring and Reporting

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This n8n workflow streamlines the process of collecting, analyzing, and reporting daily business metrics. It begins with a webhook trigger that receives daily data submissions, which are then appended to a Google Sheet for record-keeping. The workflow retrieves all data from the sheet, concatenates essential sales metrics like new leads, calls made, demos booked, deals closed, and revenue, and then uses Google Gemini’s AI model to generate concise insights and summaries. These insights are cleaned of HTML tags and classified into categories such as ‘Good’, ‘Bad’, or ‘Very Bad’ based on performance trends. The summarized report and classification are sent via email and Telegram group notifications for quick stakeholder updates. Additionally, the workflow creates calendar events and Trello cards for immediate follow-up actions, ensuring proactive management of business operations. This automation is ideal for businesses aiming to monitor daily sales performance, generate insights effortlessly, and keep all stakeholders informed in real time.

Node Count

11 – 20 Nodes

Nodes Used

@n8n/n8n-nodes-langchain.chainLlm, @n8n/n8n-nodes-langchain.chainSummarization, @n8n/n8n-nodes-langchain.lmChatGoogleGemini, @n8n/n8n-nodes-langchain.textClassifier, code, gmail, googleCalendar, googleSheets, stickyNote, telegram, trello, webhook

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