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Generate Marketing Reports from Google Sheets with GPT-4 Insights and PDF.co

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Created by: Robert Breen || rbreen

Robert Breen

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Last update 3 days ago

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This workflow pulls marketing data from Google Sheets, aggregates spend by channel, generates an AI-written summary, and outputs a formatted PDF report using a custom HTML template on PDF.co.

⚙️ Setup Instructions

1️⃣ Prepare Your Google Sheet

  • Copy this template into your Google Drive: Sample Marketing Data
  • Add or update your marketing spend data in rows 2–100.

Connect Google Sheets in n8n

  1. Go to n8n → Credentials → New → Google Sheets (OAuth2)
  2. Log in with your Google account and grant access
  3. Select the Spreadsheet ID and Worksheet in the workflow

2️⃣ Set Up PDF.co for PDF Reports

  1. Create a free account at PDF.co
  2. In PDF.co Dashboard → HTML to PDF Templates, create a new Mustache template
    • Paste the HTML provided at the bottom of this description
    • Save, and note your Template ID
  3. In n8n → Credentials → New → PDF.co API, paste your API Key and save
  4. In the workflow, select your PDF.co credential in the Create PDF node
  5. Replace the templateId with your Template ID

🧠 How It Works

  • Google Sheets Node: Pulls marketing spend data
  • Summarize Nodes: Aggregate total spend and spend per channel
  • OpenAI Node: Writes a daily summary of marketing performance
  • Code Node: Converts aggregated data into the correct shape for the PDF template
  • PDF.co Node: Generates a final, formatted PDF report

📬 Contact

Need help customizing this (e.g., filtering by campaign, sending reports by email, or formatting your PDF)?

📄 HTML Template (for PDF.co)

Paste this into a new HTML Template on PDF.co and reference its Template ID in your workflow.

<!DOCTYPE html>
<html>
<head>
  <meta charset="utf-8" />
  <title>Invoice {{invoiceNumber}}</title>
  <style>
    body { font-family: Arial, Helvetica, sans-serif; margin: 36px; color: #222; }
    .header { display: flex; justify-content: space-between; align-items: center; }
    .brand { max-height: 56px; }
    h1 { margin: 12px 0 4px; font-size: 22px; }
    .meta { font-size: 12px; color: #555; }
    .two-col { display: flex; gap: 24px; margin-top: 16px; }
    .box { flex: 1; border: 1px solid #ddd; padding: 12px; border-radius: 6px; }
    .label { font-size: 11px; color: #666; text-transform: uppercase; letter-spacing: .02em; }
    table { width: 100%; border-collapse: collapse; margin-top: 16px; }
    th, td { border-bottom: 1px solid #eee; padding: 10px 8px; font-size: 13px; }
    th { background: #fafafa; text-align: left; }
    tfoot td { border-top: 2px solid #ddd; font-size: 13px; }
    .right { text-align: right; }
    .totals td { padding: 6px 8px; }
    .grand { font-weight: 700; font-size: 14px; }
    .notes { margin-top: 18px; font-size: 12px; color: #444; }
  </style>
</head>
<body>
  <div>
    <div>
      <h1>Invoice {{invoiceNumber}}</h1>
      <div>Date: {{invoiceDate}}   |   Due: {{dueDate}}</div>
    </div>
    {{#company.logoUrl}}
    <img src alt="Logo" />
    {{/company.logoUrl}}
  </div>

  <div>
    <div>
      <div>From</div>
      <div><strong>{{company.name}}</strong></div>
      <div>{{company.address}}</div>
      <div>{{company.phone}}</div>
      <div>{{company.email}}</div>
    </div>
    <div>
      <div>Bill To</div>
      <div><strong>{{billTo.name}}</strong></div>
      <div>{{billTo.address}}</div>
      <div>{{billTo.email}}</div>
    </div>
  </div>

  <table>
    <thead>
      <tr>
        <th>#</th>
        <th>Description</th>
        <th>Qty</th>
        <th>Unit Price</th>
        <th>Line Total</th>
      </tr>
    </thead>
    <tbody>
      {{#items}}
      <tr>
        <td>{{line}}</td>
        <td>{{description}}</td>
        <td>{{qty}}</td>
        <td>{{unitPriceFmt}}</td>
        <td>{{lineTotalFmt}}</td>
      </tr>
      {{/items}}
    </tbody>
    <tfoot>
      <tr>
        <td colspan="4">Subtotal</td>
        <td>{{subTotalFmt}}</td>
      </tr>
      <tr>
        <td colspan="4">Tax ({{taxRatePct}})</td>
        <td>{{taxAmountFmt}}</td>
      </tr>
      <tr>
        <td colspan="4">Discount</td>
        <td>-{{discountFmt}}</td>
      </tr>
      <tr>
        <td colspan="4">Total</td>
        <td>{{totalFmt}}</td>
      </tr>
    </tfoot>
  </table>

  <div>
    <strong>Notes:</strong> {{notes}}<br />
    <strong>Terms:</strong> {{terms}}
  </div>
</body>
</html>