Aggregate marketing spend data with custom pivots & VLOOKUPs in Google Sheets

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

This workflow transforms raw marketing data from Google Sheets into a pivot like summary table . It merges lookup data, groups spend by name, and appends the results into a clean reporting tab — al...

Best for

Document Extraction automation workflows
intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.manualtrigger, n8n-nodes-base.googlesheets, n8n-nodes-base.summarize, n8n-nodes-base.merge, n8n-nodes-base.stickynote

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Robert Breen.

Original n8n.io source

1.1 Workflow description

Title: Aggregate marketing spend data with custom pivots & VLOOKUPs in Google Sheets
Workflow name: Aggregate marketing spend data with custom pivots & VLOOKUPs in Google Sheets

This workflow transforms raw marketing data from Google Sheets into a pivot-like summary table. It merges lookup data, groups spend by name, and appends the results into a clean reporting tab — all automatically, without needing to manually build pivot tables in Sheets.

🧑‍💻 Who’s it for

Marketing analysts who track channel spend across campaigns
Small businesses that rely on Google Sheets for reporting
Teams that need automated daily rollups without rebuilding pivot tables manually

⚙️ How it works

Get Marketing Data (Google Sheets) – Pulls raw spend data.
Vlookup Data (Google Sheets) – Brings in reference/lookup fields (e.g., channel labels).
Merge Tables – Joins marketing data and lookup data on the Channel column.
Summarize – Groups data by Name and sums up Spend ($).
Clear Sheet – Wipes the reporting tab to avoid duplicates.
Append to Pivot Sheet – Writes the aggregated results into the "render pivot" sheet.

The result: a pivot-style summary table inside Google Sheets, automatically refreshed by n8n.

🔑 Setup Instructions

1) Connect Google Sheets (OAuth2)

In n8n → Credentials → New → Google Sheets (OAuth2)
Sign in with your Google account and grant access
In each Google Sheets node, select your Spreadsheet and the appropriate Worksheet:
- data (raw spend)
- Lookup (channel reference table)
- render pivot (output tab)

2) Configure Summarize Node

Group by: Name
Summarize: Spend ($) → sum

3) Test the Workflow

Execute the workflow manually
Check your "render pivot" tab — it should display aggregated spend by Name

🛠️ How to customize

Change grouping fields (e.g., by Channel, Campaign, or Region)
Add more aggregations (e.g., average CPC, max impressions)
Use the Merge node to join extra data sources before summarizing
Schedule execution to run daily for fresh rollups

📋 Requirements

n8n (Cloud or self-hosted)
Google Sheets account with structured data in data and Lookup tabs

📬 Contact

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

📧 [email protected]
🔗 Robert Breen
🌐 ynteractive.com

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - When clicking ‘Execute workflow’

Type / Role: n8n-nodes-base.manualTrigger - manualTrigger
Config choices: Version 1

Block 2 - Clear sheet

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.7

Block 3 - Pivot

Type / Role: n8n-nodes-base.summarize - summarize
Config choices: Version 1.1

Block 4 - Get Marketing Data

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.7

Block 5 - Vlookup Data

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.7

Block 6 - Merge Tables (Vlookup)

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 3.2

Block 7 - Create "Pivot Table" Kindof

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.7

Block 8 - Sticky Note55

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 9 - Sticky Note3

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 10 - Sticky Note65

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

3. Summary Table

Workflow	Aggregate marketing spend data with custom pivots & VLOOKUPs in Google Sheets
Complexity	intermediate
Nodes	10
Categories	Document Extraction
Author	Robert Breen
Published	30 Aug 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/8069/8069.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source Document Extraction workflows

Frequently asked questions

What does Aggregate marketing spend data with custom pivots & VLOOKUPs in Google Sheets do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Document Extraction use case.

Robert Breen

90 workflows

Nodes

n8n-nodes-base.manualtrigger n8n-nodes-base.googlesheets n8n-nodes-base.summarize n8n-nodes-base.merge n8n-nodes-base.stickynote

Complexity

intermediate

Published 30 Aug 2025

Likes 0

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Install path: /data/workflows/8069/8069.json

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Aggregate marketing spend data with custom pivots & VLOOKUPs in Google Sheets

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

🧑‍💻 Who’s it for

⚙️ How it works

🔑 Setup Instructions

1) Connect Google Sheets (OAuth2)

2) Configure Summarize Node

3) Test the Workflow

🛠️ How to customize

📋 Requirements

📬 Contact

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - When clicking ‘Execute workflow’

Block 2 - Clear sheet

Block 3 - Pivot

Block 4 - Get Marketing Data

Block 5 - Vlookup Data

Block 6 - Merge Tables (Vlookup)

Block 7 - Create "Pivot Table" Kindof

Block 8 - Sticky Note55

Block 9 - Sticky Note3

Block 10 - Sticky Note65

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions