Sheets Automation Skill for Claude
Google Sheets automation workflows - data sync, task management, reporting dashboards, and multi-platform integrations
Install
one command, takes just this skill from the repositorynpx skills add https://github.com/claude-office-skills/skills --skill sheets-automationThe instruction itself
14 sections, as written by the authorGoogle 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 |
|---|---|---|---|---|---|
| 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
trigger: Every 15 minutes
actions:
- Check for tasks due within 24 hours
- Send Slack DM to assignee
- 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
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?
*Sheets Automation Skill - Part of Claude Office Skills*
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Take claude-office-skills/sheets-automation from the repository into ~/.claude/skills for personal
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