Generate daily sales reports from Google Sheets with formatted email summaries

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Important notice

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

1. Workflow Overview

Description: Automate your daily sales reporting process with this powerful n8n workflow that reads data from Google Sheets, summarizes key metrics, and sends a beautifully formatted email report. ...

Best for

CRM automation workflows
intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.googlesheets, n8n-nodes-base.if, n8n-nodes-base.code, n8n-nodes-base.manualtrigger, n8n-nodes-base.emailsend, 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 Rahul Joshi.

Original n8n.io source

1.1 Workflow description

Title: Generate daily sales reports from Google Sheets with formatted email summaries
Workflow name: Generate daily sales reports from Google Sheets with formatted email summaries

Description:

Automate your daily sales reporting process with this powerful n8n workflow that reads data from Google Sheets, summarizes key metrics, and sends a beautifully formatted email report. Perfect for sales teams, operations managers, founders, or marketing leads who want a hands-free update on team performance every day.

This template intelligently parses sales activity, validates if meaningful data is present (like calls or prospecting counts), and dynamically generates both HTML and plain-text reports. Whether you're logging outbound efforts or tracking pipeline-building activities, this automation ensures you never miss a beat.

What This Template Does (Step-by-Step)

🚀 Trigger: Manually triggered (can be scheduled with Cron) to kickstart the report generation process.

📊 Read Google Sheet:

Pulls your daily outreach or sales data from a connected Google Sheet.
Sheet contains records with fields like Name, Email, Calls, and Prospecting.

🔍 Check for Valid Records: Filters to ensure at least some records contain meaningful activity (non-empty calls or prospecting fields).

🧠 Generate Report (Conditional Logic) If data exists:

➤ Creates a detailed and styled HTML table + summary ➤ Prepares a plain-text version for fallback or archival ➤ Computes total calls, total prospecting, and record count If no data exists: ➤ Sends a default “No data available” message with a timestamp

📧 Send Email

Sends the report to the designated email address using SMTP.
Email subject includes date and total number of records.
Includes a clean, professional report layout ideal for daily standups or performance reviews.

Use Cases

🏢 Daily reporting for sales or inside sales teams 📈 Prospecting activity summaries for managers 🧾 Recordkeeping for outreach performance 📬 Auto-notification of zero-activity days 📊 Daily visibility into team or campaign-level performance

Required Integrations

Google Sheets (OAuth) – for reading activity logs
SMTP (Gmail or custom provider) – for sending the report

Why Use This Template?

✅ Save time with no-code daily reporting ✅ Great for remote teams, async check-ins, or performance reviews ✅ Mobile-friendly, styled HTML reports ✅ Smart fallback when no data is present ✅ Plug-and-play Google Sheet integration

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 - Read Google Sheet

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.4

Block 2 - Check Data Exists

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

Block 3 - Format Report

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

Block 4 - No Data Handler

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

Block 5 - When clicking ‘Execute workflow’

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

Block 6 - Send email

Type / Role: n8n-nodes-base.emailSend - emailSend
Config choices: Version 2.1

Block 7 - Sticky Note

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

Block 8 - Sticky Note1

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

Block 9 - Sticky Note2

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

Block 10 - Sticky Note3

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

Block 11 - Sticky Note4

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

Block 12 - Sticky Note5

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

3. Summary Table

Workflow	Generate daily sales reports from Google Sheets with formatted email summaries
Complexity	intermediate
Nodes	12
Categories	CRM
Author	Rahul Joshi
Published	24 Jul 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/6370/6370.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 CRM workflows

Frequently asked questions

What does Generate daily sales reports from Google Sheets with formatted email summaries 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 CRM use case.

Rahul Joshi

269 workflows

Nodes

n8n-nodes-base.googlesheets n8n-nodes-base.if n8n-nodes-base.code n8n-nodes-base.manualtrigger n8n-nodes-base.emailsend n8n-nodes-base.stickynote

Complexity

intermediate

Published 24 Jul 2025

Likes 0

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Install path: /data/workflows/6370/6370.json

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Generate daily sales reports from Google Sheets with formatted email summaries

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Read Google Sheet

Block 2 - Check Data Exists

Block 3 - Format Report

Block 4 - No Data Handler

Block 5 - When clicking ‘Execute workflow’

Block 6 - Send email

Block 7 - Sticky Note

Block 8 - Sticky Note1

Block 9 - Sticky Note2

Block 10 - Sticky Note3

Block 11 - Sticky Note4

Block 12 - 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