Automate Monthly KPI Reports with BigQuery & n8n Workflow

Automate Your Monthly KPI Reporting with Seamless BigQuery & n8n Integration

Streamline your data-driven decision-making process with our ultra-efficient automation workflow that generates, compiles, and disseminates comprehensive KPI reports every month. Leveraging powerful tools like Google BigQuery, Google Docs, Anthropic Claude, and Microsoft integrations, this workflow is engineered to handle your KPI reporting with precision and ease.

What This Workflow Does

• Triggers automatically on the 1st of each month at 07:00, accurately selecting data from the previous calendar month.
• Executions include parallel BigQuery scripts to extract critical KPIs, identify top product categories, analyze weekly sales trends, and pinpoint key customers — each data set meticulously labeled with its source.
• All datasets are merged into a single, structured report payload enriched with KPI summaries, ranked tables, and company metadata.
• Splits the payload into two tasks: one directs it to Claude Sonnet LLM for an executive summary narrative, while the other prepares a branded Google Docs template.
• Integrates the generated narrative with the report, executing template replacement through Google Docs via a single batchUpdate.
• Exports the tailored report as a PDF, archives it to OneDrive, emails it using Microsoft Outlook, and disseminates a summary on Microsoft Teams.

Use Cases

• Monthly Executive Reporting: Automate comprehensive monthly reports for board meetings with minimal manual intervention.
• Performance Tracking: Regularly monitor and share KPI insights with senior management and stakeholders for transparent performance auditing.
• Enhanced Productivity: Save hours of manual data processing, employing automated insights for swift strategic decision-making.

Technical Details

• Nodes Used: code, merge, google docs, sticky note, google drive, google big query
• Integrations: Google BigQuery for KPI data extraction, Anthropic Claude for report narrative generation, Google Docs for template management, Microsoft OneDrive for storage, Microsoft Outlook for email distribution, and Microsoft Teams for summary posting.