Daily Revenue Ops Brief n8n: Google Sheets, Claude & Email

Send a daily Revenue Operations Brief—automatically

The Daily Revenue Ops Brief n8n: Google Sheets, Claude & Email workflow reads each client’s Google Sheets revenue data, calculates week-over-week performance and transaction status, generates a clear plain-English summary using Anthropic Claude, then emails the brief via SMTP—all while logging results in Supabase.

What this workflow does

• Runs daily at 07:00 on a schedule.
• Fetches all active clients from Supabase and processes them one-by-one.
• Reads the Google Sheets “Revenue” tab and computes:
  • Totals for the last seven complete days vs the prior seven days
  • Counts for overdue/failed/unpaid transactions
  • Category breakdowns and detected metrics/anomalies
• Generates an ops brief with Anthropic Claude using the computed metrics and anomalies.
• Sends the brief by email using SMTP, including a dashboard link.
• Logs brief text and supporting metrics into a Supabase brief history table, then moves to the next client (skipping clients where sheet reads or Claude calls fail).
• Includes a webhook onboarding flow (header-authenticated) that validates business details and a Google Sheets URL, creates the client in Supabase, returns a dashboard URL, and sends a welcome email via SMTP.

Use cases

• Revenue Ops or agency teams sending consistent daily client reporting without manual spreadsheet review
• SaaS operators who want automated week-over-week insights with a human-readable narrative
• Multi-client setups where onboarding new accounts must be fast and standardized via webhook

Technical details

• n8n nodes/integrations: code, no op, webhook, Supabase, Google Sheets OAuth2, Email Send (SMTP), Anthropic (HTTP header auth via x-api-key), sticky note
• Model configuration: update the Claude model ID used in the Anthropic request
• Scheduling: daily trigger at 07:00