Beginner data analysis: merge, filter & summarize in Google Sheets with GPT-4o

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Important notice

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

1. Workflow Overview

This beginner friendly n8n workflow teaches essential data manipulation techniques using Google Sheets and AI. You'll learn how to: Merge two datasets by a shared column ( ) Filter rows based ...

Best for

Document Extraction automation workflows
AI Summarization automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.googlesheets, n8n-nodes-base.filter, n8n-nodes-base.code, @n8n/n8n-nodes-langchain.lmchatopenai, @n8n/n8n-nodes-langchain.outputparserstructured, n8n-nodes-base.stickynote, n8n-nodes-base.manualtrigger, n8n-nodes-base.merge

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: Beginner data analysis: merge, filter & summarize in Google Sheets with GPT-4o
Workflow name: Beginner data analysis: merge, filter & summarize in Google Sheets with GPT-4o

This beginner-friendly n8n workflow teaches essential data manipulation techniques using Google Sheets and AI. You'll learn how to:

✅ Merge two datasets by a shared column (Channel)
🔍 Filter rows based on performance metrics (Clicks, Spend)
🔀 Branch logic into "Great" vs. "Poor" outcomes
📊 Summarize results by team leader
🤖 Use an OpenAI-powered agent to generate a written analysis highlighting the best and worst performers

Perfect for marketers, analysts, or anyone learning how to clean, transform, and interpret data inside n8n.

Includes:

📁 Sample Google Sheet to copy
🛠 Setup instructions for Google Sheets & OpenAI
✨ AI summary powered by GPT-4o-mini

👋 Questions or Feedback?

Feel free to reach out — I’m happy to help!

Robert Breen
Founder, Ynteractive
🌐 ynteractive.com
📧 [email protected]
📺 YouTube: YnteractiveTraining
🔗 LinkedIn: linkedin.com/in/robertbreen

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 - Google Sheets1

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.6

Block 2 - Filter

Type / Role: n8n-nodes-base.filter - filter
Config choices: Version 2.2

Block 3 - Convert table names and columns into single text for agent

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 4 - OpenAI Chat Model

Type / Role: @n8n/n8n-nodes-langchain.lmChatOpenAi - lmChatOpenAi
Config choices: Version 1.2

Block 5 - Structured Output Parser

Type / Role: @n8n/n8n-nodes-langchain.outputParserStructured - outputParserStructured
Config choices: Version 1.2

Block 6 - Sticky Note

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

Block 7 - Sticky Note1

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

Block 8 - Sticky Note2

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 - Sample Marketing Data

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.6

Block 11 - Start Workflow

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

Block 12 - Merge on Channel Field

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

Block 13 - Check if spend over $350

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2.2

Block 14 - Count bad days

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

Block 15 - Count good days

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

Block 16 - Organize fields into table

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 17 - Organize second data into table

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 18 - Append datasources together

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

Block 19 - AI Agent - Summarize Leader Performance

Type / Role: @n8n/n8n-nodes-langchain.agent - agent
Config choices: Version 2

Block 20 - Sticky Note4

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

Block 21 - Sticky Note5

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

3. Summary Table

Workflow	Beginner data analysis: merge, filter & summarize in Google Sheets with GPT-4o
Complexity	advanced
Nodes	21
Categories	Document Extraction, AI Summarization
Author	Robert Breen
Published	31 Jul 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/6753/6753.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 AI Summarization workflows

Frequently asked questions

What does Beginner data analysis: merge, filter & summarize in Google Sheets with GPT-4o do?

This beginner friendly n8n workflow teaches essential data manipulation techniques using Google Sheets and AI. You'll learn how to: Merge two datasets by a shared column ( ) Filter rows based ...

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, AI Summarization use case.

Robert Breen

90 workflows

Nodes

n8n-nodes-base.googlesheets n8n-nodes-base.filter n8n-nodes-base.code @n8n/n8n-nodes-langchain.lmchatopenai @n8n/n8n-nodes-langchain.outputparserstructured n8n-nodes-base.stickynote n8n-nodes-base.manualtrigger n8n-nodes-base.merge

Complexity

advanced

Published 31 Jul 2025

Likes 0

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Install path: /data/workflows/6753/6753.json

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Beginner data analysis: merge, filter & summarize in Google Sheets with GPT-4o

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

👋 Questions or Feedback?

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Google Sheets1

Block 2 - Filter

Block 3 - Convert table names and columns into single text for agent

Block 4 - OpenAI Chat Model

Block 5 - Structured Output Parser

Block 6 - Sticky Note

Block 7 - Sticky Note1

Block 8 - Sticky Note2

Block 9 - Sticky Note3

Block 10 - Sample Marketing Data

Block 11 - Start Workflow

Block 12 - Merge on Channel Field

Block 13 - Check if spend over $350

Block 14 - Count bad days

Block 15 - Count good days

Block 16 - Organize fields into table

Block 17 - Organize second data into table

Block 18 - Append datasources together

Block 19 - AI Agent - Summarize Leader Performance

Block 20 - Sticky Note4

Block 21 - Sticky Note5

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