In this guide, we’ll walk you through setting up an AI-driven workflow that automatically fetches daily sales, food waste, and customer feedback data from Google Sheets, generates actionable insights using AI, merges them into a comprehensive report, and sends it as an email draft. Ready to automate your restaurant’s daily insights? Let’s dive in!
What’s the Goal?
- Automatically retrieve daily sales data, food waste records, and customer feedback from Google Sheets.
- Use AI to analyze data and generate insights, including top performers, waste reduction recommendations, and feedback summaries.
- Merge the insights into a structured daily report.
- Send the report as an AI-generated email draft for review or sending.
- Enable scheduled automation for daily insights delivery.
By the end, you’ll have a self-running system that delivers daily restaurant insights effortlessly.
Why Does It Matter?
Manual data analysis and reporting are time-consuming and error-prone. Here’s why this workflow is a game-changer:
- Zero Human Error: AI ensures accurate and consistent insights.
- Time-Saving Automation: Instantly process data and draft reports, boosting efficiency.
- Scheduled Delivery: Receive insights daily without manual effort.
- Actionable Insights: Empower your team with data-driven decisions.
Think of it as your tireless data analyst that keeps your restaurant informed.
How It Works
Here’s the step-by-step magic behind the automation:
Step 1: Trigger the Workflow
- Initiate the workflow daily using the Daily Report Scheduler node (e.g., every day at a set time).
Step 2: Fetch Daily Sales Data
- Retrieve sales data from the Google Sheet using the Fetch Daily Sales Data node.
Step 3: Fetch Daily Food Waste Records
- Retrieve food waste data from the Google Sheet using the Fetch Daily Food Waste Records node.
Step 4: Fetch Customer Feedback
- Retrieve customer feedback from the Google Sheet using the Fetch Customer Feedback node.
Step 5: Normalize Sales Records
- Process and standardize sales data for AI analysis.
Step 6: Normalize Waste Data
- Process and standardize food waste data for AI analysis.
Step 7: Normalize Feedback Data
- Process and standardize customer feedback data for AI analysis.
Step 8: AI Sales Insights Generator
- Use AI (e.g., Google Chat Model) to analyze sales data, identify top performers, and provide recommendations.
Step 9: AI Waste Reduction Insights Generator
- Use AI to analyze waste data and suggest reduction strategies.
Step 10: AI Feedback Summary
- Use AI to summarize customer feedback and identify common themes.
Step 11: Format Sales Output
- Structure the sales insights into a readable format.
Step 12: Format Waste Output
- Structure the waste reduction insights into a readable format.
Step 13: Format Feedback AI Output
- Structure the feedback summary into a readable format.
Step 14: Merge & Create Email
- Combine all formatted insights into a single daily report email draft.
Step 15: Prepare Email Content
- Finalize the email content for sending.
Step 16: Send Daily Report
- Send the AI-generated daily summary email via Gmail.
How to Use the Workflow?
Importing a workflow in n8n is a straightforward process that allows you to use pre-built workflows to save time. Below is a step-by-step guide to importing the Restaurant Daily Insights Automation workflow in n8n.
Steps to Import a Workflow in n8n
-
Obtain the Workflow JSON
- Source the Workflow: Workflows are shared as JSON files or code snippets, e.g., from the n8n community, a colleague, or exported from another n8n instance.
- Format: Ensure you have the workflow in JSON format, either as a file (e.g., workflow.json) or copied text.
-
Access the n8n Workflow Editor
- Log in to n8n (via n8n Cloud or self-hosted instance).
- Navigate to the Workflows tab in the n8n dashboard.
- Click Add Workflow to create a blank workflow.
-
Import the Workflow
- Option 1: Import via JSON Code (Clipboard):
- Click the three dots (⋯) in the top-right corner to open the menu.
- Select Import from Clipboard.
- Paste the JSON code into the text box.
- Click Import to load the workflow.
- Option 2: Import via JSON File:
- Click the three dots (⋯) in the top-right corner.
- Select Import from File.
- Choose the .json file from your computer.
- Click Open to import.
Setup Notes
- Google Sheet Columns:
- Sales Data Sheet:
Date
, Item Name
, Quantity Sold
, Revenue
, Cost
, Profit
.
- Food Waste Records Sheet:
Date
, Item Name
, Waste Quantity
, Reason
, Timestamp
.
- Customer Feedback Sheet:
Date
, Customer Name
, Feedback Text
, Rating
, Timestamp
.
- Google Sheets Credentials: Configure OAuth2 settings in the fetch nodes with your Google Sheet ID and credentials.
- AI Models: Set up the AI nodes (e.g., Google Chat Model) with appropriate API credentials.
- Gmail Integration: Authorize the Send Daily Report node with Gmail API credentials to send emails.
- Scheduling: Adjust the Daily Report Scheduler node to your preferred time (e.g., daily at 9 AM).