Send white-label ad performance reports with Claude, Gmail and Google Sheets

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1. Workflow Overview

Quick Overview This scheduled workflow pulls ad performance data from a configurable platform API, normalizes key metrics, generates a client friendly narrative with Anthropic Claude, then emails a...

Best for

Market Research automation workflows
AI Summarization automation workflows
intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.stickynote, n8n-nodes-base.scheduletrigger, n8n-nodes-base.set, n8n-nodes-base.httprequest, n8n-nodes-base.code, n8n-nodes-base.gmail, n8n-nodes-base.googlesheets

Source and attribution

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

Original n8n.io source

1.1 Workflow description

Title: Send white-label ad performance reports with Claude, Gmail and Google Sheets
Workflow name: Send white-label ad performance reports with Claude, Gmail and Google Sheets

Quick Overview

This scheduled workflow pulls ad performance data from a configurable platform API, normalizes key metrics, generates a client-friendly narrative with Anthropic Claude, then emails a branded HTML report via Gmail and logs the results to Google Sheets.

How it works

Runs on a monthly schedule trigger.
Loads white-label branding, client details, platform name, recipient email, and the reporting period label.
Fetches raw performance metrics from the selected ad platform using an HTTP request.
Normalizes the response into standard metrics (spend, impressions, clicks, conversions, revenue) and calculates current vs prior-period deltas.
Sends the metrics and deltas to the Anthropic Messages API (Claude) to produce a structured JSON summary with highlights, watch items, and next steps.
Builds a branded HTML report from the metrics and Claude summary, emails it to the client via Gmail, and appends a reporting row to a Google Sheets log.

Setup

Update the ad platform reporting endpoint URL and configure an HTTP Header Auth credential for the platform API.
Configure an HTTP Header Auth credential for Anthropic using header name x-api-key and your Claude API key, and attach it to the Claude request.
Connect your Gmail account and set the recipient and branding values (agency name, logo URL, brand color, client name, platform name) in the configuration step.
Connect Google Sheets credentials, create a spreadsheet tab named Client Reports, and replace the placeholder Google Sheet document ID.

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 - Sticky Note

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

Block 2 - Sticky Note1

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

Block 3 - Sticky Note2

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

Block 4 - Sticky Note3

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

Block 5 - Sticky Note4

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

Block 6 - Run Monthly Schedule

Type / Role: n8n-nodes-base.scheduleTrigger - scheduleTrigger
Config choices: Version 1.2

Block 7 - Set Branding and Report Config

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

Block 8 - Fetch Platform Metrics

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 9 - Normalize Metrics

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

Block 10 - Generate Client Summary

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 11 - Build Branded Report

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

Block 12 - Send Branded Report Email

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

Block 13 - Append Report to Log

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.5

3. Summary Table

Workflow	Send white-label ad performance reports with Claude, Gmail and Google Sheets
Complexity	intermediate
Nodes	13
Categories	Market Research, AI Summarization
Author	Milos Vranes
Published	10 Jun 2026

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/16245/16245.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 Market Research workflows AI Summarization workflows

Frequently asked questions

What does Send white-label ad performance reports with Claude, Gmail and 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 Market Research, AI Summarization use case.

Milos Vranes

9 workflows

Nodes

n8n-nodes-base.stickynote n8n-nodes-base.scheduletrigger n8n-nodes-base.set n8n-nodes-base.httprequest n8n-nodes-base.code n8n-nodes-base.gmail n8n-nodes-base.googlesheets

Complexity

intermediate

Published 10 Jun 2026

Likes 0

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Install path: /data/workflows/16245/16245.json

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Send white-label ad performance reports with Claude, Gmail and Google Sheets

Workflow preview

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Quick Overview

How it works

Setup

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Sticky Note

Block 2 - Sticky Note1

Block 3 - Sticky Note2

Block 4 - Sticky Note3

Block 5 - Sticky Note4

Block 6 - Run Monthly Schedule

Block 7 - Set Branding and Report Config

Block 8 - Fetch Platform Metrics

Block 9 - Normalize Metrics

Block 10 - Generate Client Summary

Block 11 - Build Branded Report

Block 12 - Send Branded Report Email

Block 13 - Append Report to Log

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