Generate Marketing Reports from Google Sheets with GPT-4 Insights and PDF.co
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Created by
rbRobert BreenLast edited 58 days ago
This workflow pulls marketing data from Google Sheets, aggregates spend by channel, generates an AI-written summary, and outputs a formatted PDF report using a custom HTML template on PDF.co.
⚙️ Setup Instructions
1️⃣ Prepare Your Google Sheet
- Copy this template into your Google Drive: Sample Marketing Data
- Add or update your marketing spend data in rows 2–100.
Connect Google Sheets in n8n
- Go to n8n → Credentials → New → Google Sheets (OAuth2)
- Log in with your Google account and grant access
- Select the Spreadsheet ID and Worksheet in the workflow
2️⃣ Set Up PDF.co for PDF Reports
- Create a free account at PDF.co
- In PDF.co Dashboard → HTML to PDF Templates, create a new Mustache template
- Paste the HTML provided at the bottom of this description
- Save, and note your Template ID
- In n8n → Credentials → New → PDF.co API, paste your API Key and save
- In the workflow, select your PDF.co credential in the
Create PDFnode - Replace the
templateIdwith your Template ID
🧠 How It Works
- Google Sheets Node: Pulls marketing spend data
- Summarize Nodes: Aggregate total spend and spend per channel
- OpenAI Node: Writes a daily summary of marketing performance
- Code Node: Converts aggregated data into the correct shape for the PDF template
- PDF.co Node: Generates a final, formatted PDF report
📬 Contact
Need help customizing this (e.g., filtering by campaign, sending reports by email, or formatting your PDF)?
📄 HTML Template (for PDF.co)
Paste this into a new HTML Template on PDF.co and reference its Template ID in your workflow.
<!DOCTYPE html>
<html>
<head>
<meta charset="utf-8" />
<title>Invoice {{invoiceNumber}}</title>
<style>
body { font-family: Arial, Helvetica, sans-serif; margin: 36px; color: #222; }
.header { display: flex; justify-content: space-between; align-items: center; }
.brand { max-height: 56px; }
h1 { margin: 12px 0 4px; font-size: 22px; }
.meta { font-size: 12px; color: #555; }
.two-col { display: flex; gap: 24px; margin-top: 16px; }
.box { flex: 1; border: 1px solid #ddd; padding: 12px; border-radius: 6px; }
.label { font-size: 11px; color: #666; text-transform: uppercase; letter-spacing: .02em; }
table { width: 100%; border-collapse: collapse; margin-top: 16px; }
th, td { border-bottom: 1px solid #eee; padding: 10px 8px; font-size: 13px; }
th { background: #fafafa; text-align: left; }
tfoot td { border-top: 2px solid #ddd; font-size: 13px; }
.right { text-align: right; }
.totals td { padding: 6px 8px; }
.grand { font-weight: 700; font-size: 14px; }
.notes { margin-top: 18px; font-size: 12px; color: #444; }
</style>
</head>
<body>
<div>
<div>
<h1>Invoice {{invoiceNumber}}</h1>
<div>Date: {{invoiceDate}} | Due: {{dueDate}}</div>
</div>
{{#company.logoUrl}}
<img src alt="Logo" />
{{/company.logoUrl}}
</div>
<div>
<div>
<div>From</div>
<div><strong>{{company.name}}</strong></div>
<div>{{company.address}}</div>
<div>{{company.phone}}</div>
<div>{{company.email}}</div>
</div>
<div>
<div>Bill To</div>
<div><strong>{{billTo.name}}</strong></div>
<div>{{billTo.address}}</div>
<div>{{billTo.email}}</div>
</div>
</div>
<table>
<thead>
<tr>
<th>#</th>
<th>Description</th>
<th>Qty</th>
<th>Unit Price</th>
<th>Line Total</th>
</tr>
</thead>
<tbody>
{{#items}}
<tr>
<td>{{line}}</td>
<td>{{description}}</td>
<td>{{qty}}</td>
<td>{{unitPriceFmt}}</td>
<td>{{lineTotalFmt}}</td>
</tr>
{{/items}}
</tbody>
<tfoot>
<tr>
<td colspan="4">Subtotal</td>
<td>{{subTotalFmt}}</td>
</tr>
<tr>
<td colspan="4">Tax ({{taxRatePct}})</td>
<td>{{taxAmountFmt}}</td>
</tr>
<tr>
<td colspan="4">Discount</td>
<td>-{{discountFmt}}</td>
</tr>
<tr>
<td colspan="4">Total</td>
<td>{{totalFmt}}</td>
</tr>
</tfoot>
</table>
<div>
<strong>Notes:</strong> {{notes}}<br />
<strong>Terms:</strong> {{terms}}
</div>
</body>
</html>
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