Google Sheets Automation Automate Google Sheets workflows for data synchronization, task management, reporting dashboards, and multi-platform integrations. Based on n8n's 7,800+ workflow templates. Overview This skill covers: Automated data sync from multiple sources Task management with Slack reminders Real-time reporting dashboards CRM/Marketing data aggregation Scheduled report generation Core Workflows 1. Multi-Source Data Aggregation ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ HubSpot │ │ Stripe │ │ Google │ │ (CRM) │ │ (Payments) │ │ Analytics │ └──────┬──────┘ └──────┬──────┘ └──────┬──────┘ │ │ │ └─────────────────┼─────────────────┘ │ ▼ ┌──────────────────┐ │ Google Sheets │ │ (Master Dashboard)│ └──────────────────┘ │ ▼ ┌──────────────────┐ │ Slack/Email │ │ (Daily Report) │ └──────────────────┘ n8n Configuration : workflow : "Daily Business Metrics Sync" schedule : "6:00 AM daily" steps : 1. fetch_crm_data : source : hubspot data : - new_leads_today - deals_closed - pipeline_value 2. fetch_revenue_data : source : stripe data : - mrr - new_subscriptions - churn 3. fetch_traffic_data : source : google_analytics data : - sessions - conversions - bounce_rate 4. update_sheets : spreadsheet : "Business Dashboard" sheet : "Daily Metrics" action : append_row data : - date : today - leads : "{hubspot.new_leads}" - deals : "{hubspot.deals_closed}" - mrr : "{stripe.mrr}" - sessions : "{ga.sessions}" 5. update_charts : refresh : automatic (Sheets built - in) 6. send_summary : slack : channel : "#daily-metrics" message : | 📊 Daily Metrics - {date} 💰 Revenue : $ { mrr } MRR 👥 New Leads : { leads } 🎯 Deals Closed : { deals } 📈 Website Sessions : { sessions } 2. Task Management with Reminders workflow : "Sheets Task Tracker" trigger : type : schedule frequency : every_15_minutes sheet_structure : columns : - A : Task - B : Assignee - C : Due Date - D : Priority (High/Medium/Low) - E : Status (Todo/In Progress/Done) - F : Slack ID steps : 1. read_tasks : filter : | Status != "Done" AND Due Date <= TODAY() + 1 2. categorize_urgency : overdue : Due Date < TODAY() due_today : Due Date == TODAY() due_tomorrow : Due Date == TODAY() + 1 3. send_reminders : for_each : task overdue : slack_dm : to : "{assignee_slack_id}" message : | 🚨 OVERDUE: {task_name} Due: {due_date} ({days_overdue} days ago) Priority: {priority} due_today : slack_dm : to : "{assignee_slack_id}" message : | ⏰ Due Today: {task_name} Priority: {priority} 4. daily_recap : schedule : "6:00 PM" slack_channel : "#team" message : | 📋 Daily Task Recap ✅ Completed : { completed_count } ⏳ In Progress : { in_progress_count } 🚨 Overdue : { overdue_count } Top priorities for tomorrow : { tomorrow_tasks } 3. Automated Report Generation workflow : "Weekly Report Generator" schedule : "Friday 5:00 PM" steps : 1. collect_data : sheets : - "Sales Data" - "Marketing Metrics" - "Support Tickets" 2. calculate_metrics : sales : - total_revenue : SUM(revenue_column) - deals_closed : COUNT(won_deals) - avg_deal_size : AVG(deal_value) - win_rate : won / (won + lost) marketing : - leads_generated : COUNT(new_leads) - cost_per_lead : spend / leads - conversion_rate : conversions / visitors support : - tickets_resolved : COUNT(resolved) - avg_response_time : AVG(first_response) - csat_score : AVG(satisfaction) 3. generate_report : format : google_doc template : "Weekly Report Template" sections : - executive_summary - sales_performance - marketing_metrics - customer_support - next_week_priorities 4. create_charts : google_sheets : - revenue_trend : line_chart - deal_funnel : bar_chart - lead_sources : pie_chart 5. distribute : email : to : leadership_team subject : "Weekly Business Report - Week {week_number}" attach : [ report_doc , charts_pdf ] slack : channel : "#leadership" message : "📊 Weekly report ready: {doc_link}" 4. Inventory/Stock Tracker workflow : "Inventory Alert System" trigger : type : sheets_change sheet : "Inventory" sheet_structure : columns : - Product - SKU - Current Stock - Reorder Level - Supplier - Lead Time (days) steps : 1. check_stock_levels : condition : Current Stock <= Reorder Level 2. generate_alerts : for_each : low_stock_item actions : - update_cell : column : "Status" value : "REORDER NEEDED" format : red_background - slack_alert : channel : "#inventory" message : | ⚠️ Low Stock Alert Product : { product_name } SKU : { sku } Current : { current_stock } Reorder Level : { reorder_level } Supplier : { supplier } - email_supplier : if : auto_reorder == true template : "reorder_request" 3. daily_summary : schedule : "9:00 AM" report : - total_skus : count - low_stock_items : count - out_of_stock : count - pending_orders : list 5. Form Responses → CRM + Slack workflow : "Google Form Lead Capture" trigger : type : google_forms form : "Contact Us Form" steps : 1. capture_response : fields : [ name , email , company , message , source ] 2. append_to_sheet : spreadsheet : "Lead Tracker" data : - timestamp : NOW() - name : "{name}" - email : "{email}" - company : "{company}" - message : "{message}" - status : "New" 3. enrich_lead : clearbit : lookup_by : email append : [ company_size , industry , linkedin ] 4. create_in_crm : hubspot : object : contact properties : email : "{email}" firstname : "{name}" company : "{company}" lead_source : "Website Form" 5. notify_sales : slack : channel : "#new-leads" message : | 🎉 New Lead! 👤 { name } 🏢 { company } ( { company_size } employees) 📧 { email } 💬 " { message } " [ View in HubSpot ] ( { hubspot_link } ) 6. auto_respond : email : to : "{email}" template : "thank_you_for_contacting" Sheet Templates Sales Dashboard ┌────────────────────────────────────────────────────────────────┐ │ SALES DASHBOARD - {Month} │ ├────────────────────────────────────────────────────────────────┤ │ │ │ ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐ │ │ │ Revenue │ │ Deals │ │ Avg Deal│ │ Win Rate│ │ │ │ $125K │ │ 23 │ │ $5,400 │ │ 34% │ │ │ │ ▲ 15% │ │ ▲ 8% │ │ ▲ 12% │ │ ▼ 2% │ │ │ └─────────┘ └─────────┘ └─────────┘ └─────────┘ │ │ │ │ [Revenue Trend Chart - Line] │ │ [Pipeline by Stage - Funnel] │ │ [Top Sales Reps - Bar] │ │ │ ├────────────────────────────────────────────────────────────────┤ │ Date │ Deal │ Value │ Rep │ Stage │ Prob │ │ 1/30 │ Acme Corp │ $15,000 │ Alice │ Proposal │ 60% │ │ 1/29 │ Tech Inc │ $8,500 │ Bob │ Demo │ 40% │ │ ... │ ... │ ... │ ... │ ... │ ... │ └────────────────────────────────────────────────────────────────┘ Marketing Tracker ┌────────────────────────────────────────────────────────────────┐ │ MARKETING METRICS │ ├────────────────────────────────────────────────────────────────┤ │ Channel │ Spend │ Leads │ CPL │ Conv % │ Revenue │ ├─────────────┼──────────┼───────┼────────┼────────┼───────────┤ │ Google Ads │ $5,000 │ 150 │ $33 │ 3.2% │ $45,000 │ │ Facebook │ $3,000 │ 200 │ $15 │ 1.8% │ $28,000 │ │ LinkedIn │ $2,500 │ 50 │ $50 │ 5.5% │ $35,000 │ │ Organic │ $0 │ 300 │ $0 │ 2.1% │ $52,000 │ ├─────────────┼──────────┼───────┼────────┼────────┼───────────┤ │ TOTAL │ $10,500 │ 700 │ $15 │ 2.8% │ $160,000 │ └────────────────────────────────────────────────────────────────┘ ROAS: 15.2x Best Channel: LinkedIn (highest conversion) Action: Increase LinkedIn budget by 20% Formulas Reference Common Automation Formulas

Auto-status based on date

=IF(C2<TODAY(), "OVERDUE", IF(C2=TODAY(), "DUE TODAY", "UPCOMING"))

Days until due

=DATEDIF(TODAY(), C2, "D")

Auto-assign based on criteria

=IFS(B2="Enterprise", "Alice", B2="Mid-Market", "Bob", TRUE, "Carol")

Calculate conversion rate

=IFERROR(D2/C2, 0)

Running total

=SUMIF($A$2:A2, "<="&A2, $B$2:B2)

Conditional formatting trigger

=AND($E2="High", $F2<TODAY())

VLOOKUP from another sheet

=VLOOKUP(A2, 'Reference Data'!$A:$C, 3, FALSE)

Query for dashboard

=QUERY(Data!A:F, "SELECT A, SUM(C) WHERE B='Closed Won' GROUP BY A")
Output Example
Request: "Set up automated task reminders from Google Sheets" Output :

Task Reminder System Setup

Sheet Structure Create a sheet named "Tasks" with these columns: | A | B | C | D | E | F | |

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Automation Workflow ```yaml trigger: Every 15 minutes actions: 1. Check for tasks due within 24 hours 2. Send Slack DM to assignee 3. Post daily summary at 6pm Sample Reminders Overdue Alert: 🚨 OVERDUE: Review proposal Due: Jan 29 (1 day ago) Priority: High Please update status or mark complete. Due Today: ⏰ Due Today: Update documentation Priority: Medium You've got this! 💪 Daily Recap (6pm): 📋 Daily Task Recap ✅ Completed today: 5 ⏳ In Progress: 3 🚨 Overdue: 1 Tomorrow's priorities: • Review proposal (High) - Alice • Client call prep (High) - Bob Setup Steps Create Google Sheet with structure above Set up n8n workflow with Schedule trigger Connect Google Sheets and Slack nodes Test with sample tasks Activate workflow Would you like the complete n8n workflow JSON?

Sheets Automation Skill - Part of Claude Office Skills

sheets-automation

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