Generate weekly sales insights with Google Sheets, Gemini AI and Gmail
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. A...
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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