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Generate weekly AI business digest from Google Sheets with GPT-4o and send to Slack and email

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Created by: Servify || servifylabs
Servify

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Last update 9 hours ago

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Who is this for

Founders, marketing managers, and ops teams who track weekly business metrics in Google Sheets and want an automated AI-generated performance report delivered to Slack and email every Monday. Perfect for agencies, e-commerce businesses, and SaaS teams who need a quick pulse check without building custom dashboards.

How it works

Every Monday at 8am, the workflow pulls the last 14 days of business metrics from your Google Sheet. A code node calculates week-over-week comparisons for revenue, leads, conversions, ad spend, and support tickets — plus derived metrics like conversion rate and ROAS.

The calculated data is sent to OpenAI, which generates a concise performance digest with five sections: headline summary, wins, areas to watch, recommended priorities for the week, and a brief outlook. The digest is formatted for both Slack (plain text with emoji) and email (styled HTML with a metrics table), then delivered to both channels simultaneously.

How to set up

  1. Open the Set report config variables node and fill in your Google Sheet ID, sheet name, Slack channel, email recipients, and company name.
  2. Prepare your Google Sheet with these columns: Date, Revenue, Leads, Conversions, Ad Spend, Support Tickets. Enter at least 14 rows of daily data.
  3. Connect your Google Sheets, OpenAI, Slack, and Gmail credentials.
  4. Optionally adjust the schedule trigger for a different day or time.
  5. Activate the workflow. You can also trigger it manually for an immediate test.

Requirements

  • Google Sheets with weekly business metrics (at least 14 days of data)
  • OpenAI API key (GPT-4o-mini recommended for cost efficiency)
  • Slack workspace
  • Gmail account

How to customize

  • Change the metric columns in the Calculate weekly comparisons code node to match your actual data structure.
  • Modify the AI prompt to focus on your industry-specific KPIs or add a different reporting tone.
  • Add a PDF generation step to create executive-ready downloadable reports.
  • Split the delivery to send different summaries to different Slack channels (e.g., marketing metrics to #marketing, support metrics to #support).