Marketing analytics reports with Google Analytics, Sheets, Slides & email alerts
Automate and Distribute Weekly and Monthly Marketing Analytics Reports
Who's it for?
This workflow is designed for marketing teams, data analysts, and business owners who need to consistently track key performance indicators (KPIs). It saves hours of manual data collection and reporting, ensuring stakeholders receive timely updates automatically.
What it does
This workflow automates the entire process of creating and distributing regular analytics reports. On a recurring weekly and monthly schedule, it:
- Fetches Data: Gathers the latest data from Google Analytics (users, sessions, conversions), your advertising platform (ad spend), and your CRM (new customers, revenue).
- Calculates KPIs: Processes the raw data to calculate essential business metrics, including Monthly Active Users (MAU), Customer Acquisition Cost (CAC), Lifetime Value (LTV), LTV:CAC ratio, and conversion rates.
- Logs Historical Data: Appends the newly calculated KPIs to a Google Sheet, creating a historical record for trend analysis.
- Generates a Report: Creates a new Google Slides presentation to serve as the main report.
- Distributes the Report: Emails a summary of the key metrics to a predefined list of recipients, including a link to the full Google Slides report.
- Provides Error Alerts: If any step in the process fails, it sends an immediate notification to a designated Slack channel so you can address the issue quickly.
How to set up
- Configure Credentials: Add your credentials for Google Analytics, Google Sheets, Google Slides, Gmail, Slack, and the HTTP Request nodes (for your ad platform and CRM).
- Fill in Placeholders: In the "Workflow Configuration" node, replace all placeholder values with your specific information:
gaPropertyId: Your Google Analytics Property ID.adPlatformApiUrl: The API endpoint for your advertising platform.crmApiUrl: The API endpoint for your CRM.reportSpreadsheetId: The ID of the Google Sheet where data will be stored.slidesTemplateId: The ID of your Google Slides report template.reportRecipients: A comma-separated list of email addresses for report distribution.slackChannel: The Slack channel ID for error notifications.
- Activate Workflow: Turn the workflow on. It will now run based on the schedule defined in the "Weekly/Monthly Schedule" trigger node.
How to customize the workflow
- Adjust Schedule: Modify the "Weekly/Monthly Schedule" node to change the reporting frequency (e.g., daily, bi-weekly).
- Change Reporting Period: In the "Workflow Configuration" node, change the
reportPeriodDaysvalue to adjust the lookback window (e.g., set to30for a monthly report). - Customize KPIs: Edit the Javascript in the "Calculate KPIs (MAU, LTV, CAC)" node to add or modify metrics.
- Enhance the Report: Expand the "Create Google Slides Report" node to dynamically add charts and data from the calculated KPIs into the slides.
Marketing Analytics Reports with Google Analytics, Sheets, Slides & Email Alerts
This n8n workflow automates the process of generating marketing analytics reports, compiling data into Google Sheets, creating Google Slides presentations, and sending out email and Slack alerts. It simplifies routine reporting tasks, ensuring stakeholders are always up-to-date with the latest performance metrics.
What it does
This workflow is designed to streamline your marketing analytics reporting:
- Triggers on a Schedule: The workflow starts automatically based on a predefined schedule (e.g., daily, weekly, monthly).
- Fetches Google Analytics Data: It retrieves specified marketing performance data from Google Analytics.
- Processes Analytics Data: The fetched data is then processed and transformed using a Code node, likely to format it for subsequent steps.
- Updates Google Sheets: The processed analytics data is appended or updated in a designated Google Sheet.
- Checks for Data Conditions: An If node evaluates the data, potentially checking for specific thresholds or conditions (e.g., performance drops, significant changes).
- Creates Google Slides Presentation (Conditional): If the conditions in the If node are met (e.g., a critical alert condition), it generates or updates a Google Slides presentation with the relevant data.
- Sends Email Alert (Conditional): Based on the conditions, it sends an email alert via Gmail to specified recipients.
- Sends Slack Alert (Conditional): Also based on the conditions, it sends a notification to a Slack channel.
- Sets Fields: A Set node is used to define or modify data fields at various points in the workflow, likely for consistent data formatting or to prepare data for different services.
- Performs HTTP Request: An HTTP Request node is included, which could be used for interacting with other APIs not directly supported by n8n nodes, or for advanced data fetching/posting.
Prerequisites/Requirements
To use this workflow, you will need:
- n8n Instance: A running n8n instance.
- Google Analytics Account: With access to the analytics data you wish to retrieve.
- Google Sheets Account: To store and manage your analytics data.
- Google Slides Account: To generate or update presentations.
- Gmail Account: For sending email alerts.
- Slack Account: For sending Slack notifications.
- Google OAuth2 Credentials: Configured in n8n for Google Analytics, Google Sheets, Google Slides, and Gmail.
- Slack API Token/Credential: Configured in n8n for sending Slack messages.
Setup/Usage
- Import the Workflow: Import the provided JSON into your n8n instance.
- Configure Credentials:
- Set up your Google OAuth2 credentials for Google Analytics, Google Sheets, Google Slides, and Gmail nodes.
- Set up your Slack credentials for the Slack node.
- Configure Google Analytics Node (ID: 435):
- Specify the Google Analytics View ID.
- Define the metrics and dimensions you want to retrieve.
- Set the date range for the data.
- Configure Google Sheets Node (ID: 18):
- Specify the Spreadsheet ID and Sheet name where data should be written.
- Choose the operation (e.g., "Append Row", "Update Row").
- Configure Google Slides Node (ID: 478):
- Specify the Presentation ID and any slide/element IDs for updates.
- Define the data to be inserted or updated in the slides.
- Configure Gmail Node (ID: 356):
- Specify the recipient email address(es).
- Customize the subject and body of the email alert.
- Configure Slack Node (ID: 40):
- Specify the Slack channel or user to send the message to.
- Customize the message content for the Slack alert.
- Configure If Node (ID: 20):
- Adjust the conditions based on your reporting needs (e.g., "if sessions dropped by 10%").
- Configure Code Node (ID: 834):
- Modify the JavaScript code to perform any specific data transformations or calculations required for your reports.
- Configure Set Nodes (ID: 38):
- Adjust the fields being set or modified as needed.
- Configure Schedule Trigger Node (ID: 839):
- Set the desired schedule for the workflow to run (e.g., every Monday at 9 AM).
- Activate the Workflow: Once configured, activate the workflow to enable scheduled execution.
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