Generate sales reports from Google Sheets with Azure OpenAI and Telegram
Description:
Transform your spreadsheet data into actionable intelligence with this smart n8n workflow template! This automation extracts sales, lead, and customer data from spreadsheets, analyzes it with Azure OpenAI, and delivers concise, prioritized summaries straight to your team’s Telegram—keeping everyone aligned without manual reporting.
Perfect for sales teams, managers, and business owners, this workflow ensures that critical insights, performance trends, and lead recommendations are instantly available where your team communicates most.
What This Template Does (Step-by-Step): 📂 Extract Spreadsheet Data Fetches customer, lead, and sales information from Google Sheets, Excel, or CSV files. 🧹 Prepare & Structure Data Cleans and formats entries for accurate AI analysis. 🤖 AI-Powered Insights with Azure OpenAI Analyzes sales and lead data to surface key metrics, trends, and per-lead recommendations. 📊 Generate Clear Summary Reports Compiles insights into a concise, easy-to-read digest for decision-making. 📲 Send Summaries to Telegram Instantly delivers formatted reports to your group or channel for real-time visibility.
Perfect For:
- Sales teams tracking pipeline performance
- Managers monitoring KPIs and trends
- Business owners seeking actionable insights without manual reporting
- Teams needing instant updates on opportunities and next steps
Built With:
- Spreadsheet integrations (Google Sheets, Excel, CSV)
- Azure OpenAI (AI-driven insights & recommendations)
- Telegram API (team-wide report delivery)
- n8n workflow logic (data preparation & formatting)
Key Benefits: ✅ AI-driven sales insights without manual effort 🔍 Clear prioritization of leads and opportunities 🧠 Smarter, faster decision-making with real-time reports 📒 Centralized updates for full team visibility 🛠 100% no-code and fully customizable in n8n
Generate Sales Reports from Google Sheets with Azure OpenAI and Telegram
This n8n workflow automates the process of generating sales reports from Google Sheets data using Azure OpenAI and delivering them via Telegram. It simplifies data analysis and communication, providing quick and intelligent insights directly to relevant stakeholders.
What it does
This workflow performs the following steps:
- Manual Trigger: The workflow is initiated manually, allowing for on-demand report generation.
- Google Sheets Data Retrieval: It connects to a specified Google Sheet to fetch sales data.
- Azure OpenAI Chat Model: The retrieved sales data is then fed into an Azure OpenAI Chat Model. This model is configured to analyze the data and generate a sales report based on the provided information.
- Basic LLM Chain: The output from the Azure OpenAI Chat Model (the generated sales report) is processed by a Basic LLM Chain, which likely formats or refines the report content.
- Telegram Notification: Finally, the generated and refined sales report is sent as a message to a designated Telegram chat, ensuring timely delivery of insights.
Prerequisites/Requirements
To use this workflow, you will need:
- n8n Instance: A running instance of n8n.
- Google Sheets Account: Access to a Google Sheet containing your sales data. You will need to configure Google Sheets credentials in n8n.
- Azure OpenAI Service: An active Azure OpenAI service subscription with a deployed chat model. You will need to configure Azure OpenAI Chat Model credentials in n8n.
- Telegram Account & Bot: A Telegram account and a Telegram Bot token to send messages. You will need to configure Telegram credentials in n8n.
Setup/Usage
- Import the workflow: Import the provided JSON into your n8n instance.
- Configure Credentials:
- Google Sheets: Set up your Google Sheets OAuth2 or API Key credentials in n8n.
- Azure OpenAI Chat Model: Configure your Azure OpenAI Chat Model credentials, including your API key, endpoint, and deployment name.
- Telegram: Set up your Telegram Bot API token and specify the chat ID where you want to receive the reports.
- Customize Nodes:
- Google Sheets: Specify the Spreadsheet ID and Sheet Name from which to read the sales data.
- Azure OpenAI Chat Model: Review and adjust the prompt or model parameters as needed to ensure the generated reports meet your requirements.
- Telegram: Ensure the
Chat IDis correctly set for the recipient of the sales reports.
- Execute the Workflow: Click the "Execute workflow" button on the "Manual Trigger" node to run the workflow and generate your sales report.
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