n8n Workflow: Draft Case Study One-Pagers from Google Sheets & Email

Automatically draft case-study one-pagers from Google Sheets—and route review + client approvals via email

This n8n workflow runs daily to detect newly Closed Won deals in Google Sheets, match them with results, generate a case study one-pager draft, and send the right internal review and client sign-off emails—with an optional compliance/audit check and reminders for overdue reviews.

What this workflow does

• Daily deal detection: On a schedule, it reads a Google Sheets Deals Tracker to find newly marked “Closed Won” deals, deduplicating anything already processed.
• Results matching: It then checks a Google Sheets Results Tracker and matches by deal ID to pull before/after metrics.
• Internal reviewer request (missing metrics): If no results entry exists, the workflow emails an internal reviewer requesting the missing metrics.
• One-pager drafting (metrics found): When metrics exist, it calculates the strongest headline metric and assembles a draft case-study summary.
• Ledger logging + review routing: The draft and metadata are appended to a Google Sheets Case Studies ledger, an internal review request email is sent, and the message is logged via an executed compliance/audit sub-workflow.
• Client sign-off workflow (suppression supported): It builds a client approval request, runs it through the executed compliance check sub-workflow, and sends (or suppresses) the client email depending on approval.
• Reminder nudges: A separate daily scheduled branch checks for drafts pending review beyond a threshold and sends reminder emails to the internal reviewer.

Use cases

• Update your marketing pipeline whenever sales deals move to Closed Won.
• Standardize case-study drafting for SaaS operators and automation engineers using Google Sheets as the source of truth.
• Ensure review and client communications follow a consistent compliance/audit path.

Technical details

• Integrations: Google Sheets (Deals Tracker, Results Tracker, Case Studies ledger) and email sending.
• n8n nodes/logic shown: if, code, no op, filter, email send, sticky note, plus an executed compliance/audit sub-workflow.