Sheets Automation

┌─────────────┐   ┌─────────────┐   ┌─────────────┐
│ HubSpot     │   │ Stripe      │   │ Google      │
│ (CRM)       │   │ (Payments)  │   │ Analytics   │
└──────┬──────┘   └──────┬──────┘   └──────┬──────┘
       │                 │                 │
       └─────────────────┼─────────────────┘
                         │
                         ▼
              ┌──────────────────┐
              │ Google Sheets    │
              │ (Master Dashboard)│
              └──────────────────┘
                         │
                         ▼
              ┌──────────────────┐
              │ Slack/Email      │
              │ (Daily Report)   │
              └──────────────────┘

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}

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}

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}"

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

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"

┌────────────────────────────────────────────────────────────────┐
│                    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 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%

# 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")

# Task Reminder System Setup

## Sheet Structure

Create a sheet named "Tasks" with these columns:

| A | B | C | D | E | F |
|---|---|---|---|---|---|
| Task | Assignee | Due Date | Priority | Status | Slack ID |
| Review proposal | Alice | 2026-01-31 | High | In Progress | U12345 |
| Update docs | Bob | 2026-02-01 | Medium | Todo | U67890 |

## Automation Workflow

## Sample Reminders

**Overdue Alert:**

**Due Today:**

**Daily Recap (6pm):**

## Setup Steps

1. Create Google Sheet with structure above
2. Set up n8n workflow with Schedule trigger
3. Connect Google Sheets and Slack nodes
4. Test with sample tasks
5. Activate workflow

Would you like the complete n8n workflow JSON?