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Generate marketing reports from Google Sheets with GPT-4 insights and PDF.co

Robert BreenRobert Breen
319 views
2/3/2026
SFTPAutomationEmailAttachmentFile Storage
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This workflow pulls marketing data from Google Sheets, aggregates spend by channel, generates an AI-written summary, and outputs a formatted PDF report using a custom HTML template on PDF.co.

⚙️ Setup Instructions

1️⃣ Prepare Your Google Sheet

  • Copy this template into your Google Drive: Sample Marketing Data
  • Add or update your marketing spend data in rows 2–100.

Connect Google Sheets in n8n

  1. Go to n8n → Credentials → New → Google Sheets (OAuth2)
  2. Log in with your Google account and grant access
  3. Select the Spreadsheet ID and Worksheet in the workflow

2️⃣ Set Up PDF.co for PDF Reports

  1. Create a free account at PDF.co
  2. In PDF.co Dashboard → HTML to PDF Templates, create a new Mustache template
    • Paste the HTML provided at the bottom of this description
    • Save, and note your Template ID
  3. In n8n → Credentials → New → PDF.co API, paste your API Key and save
  4. In the workflow, select your PDF.co credential in the Create PDF node
  5. Replace the templateId with your Template ID

🧠 How It Works

  • Google Sheets Node: Pulls marketing spend data
  • Summarize Nodes: Aggregate total spend and spend per channel
  • OpenAI Node: Writes a daily summary of marketing performance
  • Code Node: Converts aggregated data into the correct shape for the PDF template
  • PDF.co Node: Generates a final, formatted PDF report

📬 Contact

Need help customizing this (e.g., filtering by campaign, sending reports by email, or formatting your PDF)?

📄 HTML Template (for PDF.co)

> Paste this into a new HTML Template on PDF.co and reference its Template ID in your workflow.

<!DOCTYPE html>
<html>
<head>
  <meta charset="utf-8" />
  <title>Invoice {{invoiceNumber}}</title>
  <style>
    body { font-family: Arial, Helvetica, sans-serif; margin: 36px; color: #222; }
    .header { display: flex; justify-content: space-between; align-items: center; }
    .brand { max-height: 56px; }
    h1 { margin: 12px 0 4px; font-size: 22px; }
    .meta { font-size: 12px; color: #555; }
    .two-col { display: flex; gap: 24px; margin-top: 16px; }
    .box { flex: 1; border: 1px solid #ddd; padding: 12px; border-radius: 6px; }
    .label { font-size: 11px; color: #666; text-transform: uppercase; letter-spacing: .02em; }
    table { width: 100%; border-collapse: collapse; margin-top: 16px; }
    th, td { border-bottom: 1px solid #eee; padding: 10px 8px; font-size: 13px; }
    th { background: #fafafa; text-align: left; }
    tfoot td { border-top: 2px solid #ddd; font-size: 13px; }
    .right { text-align: right; }
    .totals td { padding: 6px 8px; }
    .grand { font-weight: 700; font-size: 14px; }
    .notes { margin-top: 18px; font-size: 12px; color: #444; }
  </style>
</head>
<body>
  <div>
    <div>
      <h1>Invoice {{invoiceNumber}}</h1>
      <div>Date: {{invoiceDate}} &nbsp; | &nbsp; Due: {{dueDate}}</div>
    </div>
    {{#company.logoUrl}}
    <img src alt="Logo" />
    {{/company.logoUrl}}
  </div>

  <div>
    <div>
      <div>From</div>
      <div><strong>{{company.name}}</strong></div>
      <div>{{company.address}}</div>
      <div>{{company.phone}}</div>
      <div>{{company.email}}</div>
    </div>
    <div>
      <div>Bill To</div>
      <div><strong>{{billTo.name}}</strong></div>
      <div>{{billTo.address}}</div>
      <div>{{billTo.email}}</div>
    </div>
  </div>

  <table>
    <thead>
      <tr>
        <th>#</th>
        <th>Description</th>
        <th>Qty</th>
        <th>Unit Price</th>
        <th>Line Total</th>
      </tr>
    </thead>
    <tbody>
      {{#items}}
      <tr>
        <td>{{line}}</td>
        <td>{{description}}</td>
        <td>{{qty}}</td>
        <td>{{unitPriceFmt}}</td>
        <td>{{lineTotalFmt}}</td>
      </tr>
      {{/items}}
    </tbody>
    <tfoot>
      <tr>
        <td colspan="4">Subtotal</td>
        <td>{{subTotalFmt}}</td>
      </tr>
      <tr>
        <td colspan="4">Tax ({{taxRatePct}})</td>
        <td>{{taxAmountFmt}}</td>
      </tr>
      <tr>
        <td colspan="4">Discount</td>
        <td>-{{discountFmt}}</td>
      </tr>
      <tr>
        <td colspan="4">Total</td>
        <td>{{totalFmt}}</td>
      </tr>
    </tfoot>
  </table>

  <div>
    <strong>Notes:</strong> {{notes}}<br />
    <strong>Terms:</strong> {{terms}}
  </div>
&lt;/body&gt;
&lt;/html&gt;

Generate Marketing Reports from Google Sheets with GPT-4 Insights and PDF.co

This n8n workflow automates the process of generating marketing reports from Google Sheets, enriching them with AI-driven insights using GPT-4, and preparing them for further use. It simplifies data extraction, analysis, and summarization, making it easier to create comprehensive reports.

What it does

This workflow performs the following key steps:

  1. Triggers Manually: The workflow is initiated manually, allowing you to run it on demand.
  2. Reads Data from Google Sheets: It connects to a specified Google Sheet and retrieves data.
  3. Applies Custom Code: A Code node processes the data from Google Sheets, likely transforming or preparing it for AI analysis.
  4. Generates AI Insights (GPT-4): An AI Agent node, configured with an OpenAI Chat Model, analyzes the processed data. It uses a Structured Output Parser to ensure the AI's response is in a structured format (e.g., JSON).
  5. Aggregates AI Output: The Aggregate node collects the structured output from the AI Agent.
  6. Summarizes Data: A Summarize node processes the aggregated AI output, likely to create a concise summary of the insights.
  7. Merges Data: The Merge node combines the original Google Sheets data with the AI-generated insights and summaries.

Prerequisites/Requirements

To use this workflow, you will need:

  • n8n Instance: A running n8n instance to import and execute the workflow.
  • Google Sheets Account: An active Google Sheets account with the spreadsheet containing your marketing data. You'll need to set up Google Sheets credentials in n8n.
  • OpenAI API Key: An OpenAI API key with access to GPT-4 (or a compatible chat model) for the OpenAI Chat Model node. You'll need to set up OpenAI credentials in n8n.

Setup/Usage

  1. Import the Workflow:
    • Copy the provided JSON workflow definition.
    • In your n8n instance, go to "Workflows" and click "New".
    • Click the three dots in the top right corner and select "Import from JSON".
    • Paste the JSON content and click "Import".
  2. Configure Credentials:
    • Google Sheets: Locate the "Google Sheets" node and configure your Google Sheets credentials. You'll likely need to grant n8n access to your Google account.
    • OpenAI: Locate the "OpenAI Chat Model" node within the "AI Agent" and configure your OpenAI API key credentials.
  3. Customize Nodes (Optional but Recommended):
    • Google Sheets: Adjust the "Google Sheets" node to point to your specific spreadsheet and sheet name.
    • Code: Review and modify the Code node if your data requires specific transformations or formatting before being sent to the AI.
    • AI Agent:
      • OpenAI Chat Model: Ensure the correct model (e.g., gpt-4) is selected and adjust any other parameters as needed.
      • Structured Output Parser: If you have a specific output format in mind for the AI, you might need to adjust the schema in this node.
    • Summarize: Customize how the data is summarized based on your reporting needs.
  4. Execute the Workflow:
    • Click the "Execute Workflow" button in the n8n editor (the "When clicking ‘Execute workflow’" node).
    • Monitor the execution to ensure all steps run successfully and review the output of each node.

This workflow provides a robust foundation for automating marketing report generation with AI insights. You can further extend it by adding nodes for data visualization, sending reports via email, or storing them in a document management system like PDF.co (as hinted by the directory name, though not explicitly in the JSON).

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