Webmetic + OpenAI Weekly B2B Campaign Reports via Outlook (n8n)

Get weekly Webmetic B2B campaign reporting—automatically, and delivered via Outlook

This n8n workflow pulls first-time company visits from Webmetic for the past 7 days, uses OpenAI to turn the data into a clean HTML campaign performance report, and emails it every Monday morning through Microsoft Outlook—so your team gets actionable B2B insights without manual work.

What this workflow does

• Runs on a schedule: Executes every Monday at 08:00.
• Pulls Webmetic Visitor Intelligence data: Uses your Webmetic Visitor Intelligence API credentials to request first-time company visits for the last 7 days.
• Enriches each company record: Extracts the company’s lead score plus first-touch UTM source/medium and campaign, using (direct) and (none) when values are missing.
• Groups and summarizes: Sorts companies by lead score, then groups results by UTM source and campaign, including counts and a concatenated company list per row.
• Generates an HTML report with OpenAI: Sends grouped data to OpenAI to produce a short HTML summary, a source/campaign table with readable channel names, notable companies per paid campaign, and a budget recommendation.
• Sends via Microsoft Outlook: Emails the generated HTML report to your configured recipients, with a subject line that includes the total number of new companies.

Use cases

• SaaS marketing teams who want weekly B2B campaign performance summaries from real first-touch visits.
• Automation engineers and n8n users building repeatable reporting for UTM-driven acquisition.
• Operators who need a simple way to review lead scores and notable companies by source/campaign.

Technical details

• Scheduled trigger: Monday 08:00
• Web integration: n8n-nodes-webmetic (Webmetic Visitor Intelligence API for first-time company visits)
• Data handling: set, sort, aggregate, summarize
• AI reporting: OpenAI Chat Model to generate the HTML report
• Email delivery: Microsoft Outlook with workflow settings for recipients and report language

Setup

• Add your Webmetic API key and set the workflow domain value.
• Add your OpenAI API credential for the Chat Model used in report generation.
• Add your Microsoft Outlook credential, and set recipient emails + preferred report language in the workflow settings.