Generate weekly sales insights with Google Sheets, Gemini AI and Gmail

How it works

This workflow automatically generates a weekly sales performance report from Google Sheets data. It runs on a schedule, cleans and filters the dataset, and calculates week-over-week performance metrics. An AI model generates a concise business summary, while a chart visualizes category performance. Finally, the report is formatted into a professional HTML email and sent via Gmail.

Step-by-step

• Trigger & fetch data

  • Schedule Trigger1 – Runs the workflow weekly at a defined time.
  • Get row(s) in sheet1 – Fetches raw sales data from Google Sheets.

• Clean & prepare data

  • Removing Empty Rows1 – Cleans dataset by removing empty rows and formatting numbers.
  • Filter Latest Week1 – Filters data to include only the relevant weekly range.
  • Sales Analytics Engine – Calculates totals, growth %, category performance, and prepares structured output.

• Generate insights & visuals

  • Message a model – Uses AI to generate a short performance summary and recommendations.
  • HTTP Request1 – Generates a bar chart comparing category performance using QuickChart.

• Format & send report

  • Format Email1 – Builds a styled HTML email with KPIs, insights, and tables.
  • Send Email1 – Sends the final report via Gmail to the configured recipient.

Why use this?

• Automates weekly reporting with zero manual effort
• Provides AI-driven insights for better decision-making
• Visualizes performance trends clearly with charts
• Improves communication with clean, professional email reports
• Saves time on data cleaning, analysis, and formatting