Description
Turn raw marketing data into actionable insights with this n8n Source/UTM Attribution and Reporting workflow! It automatically aggregates lead submissions, calculates Cost Per Lead (CPL) per channel, and generates AI-powered weekly attribution reports—delivered straight to your inbox in a professional HTML format.
What This Template Does
📅 Runs hourly to process new lead submissions
📊 Aggregates leads by source (Instagram, LinkedIn, Google Ads, etc.)
💰 Calculates key metrics like Cost Per Lead (CPL)
🧠 Uses AI to generate executive-ready HTML reports
📈 Highlights top-performing sources and growth opportunities
📧 Sends polished reports via Gmail automatically
Prerequisites
- Google Sheets with lead submission data
- Google Forms (or similar) as the data input source
- n8n instance (self-hosted or cloud)
- Azure OpenAI (GPT-4o-mini) API key for AI-powered reporting
- Gmail API credentials for automated report delivery
Step-by-Step Setup
- Trigger workflow hourly with n8n Scheduler.
- Fetch new lead submissions from Google Sheets.
- Aggregate and group data by Source/UTM parameters.
- Calculate CPL using spend + lead count per channel.
- Standardize column names for consistent reporting.
- Send raw + aggregated data to Azure OpenAI for report generation.
- Format into a professional HTML report (with insights & recommendations).
- Send report via Gmail node to stakeholders.
Customization Ideas
- Replace Gmail with Slack/Teams notifications for real-time sharing.
- Add visual charts (Google Data Studio / Looker) for more analytics.
- Use additional UTM fields (campaign, adgroup, creative) for deeper granularity.
- Extend reporting to include ROI and ROAS calculations.
Key Benefits
✅ Hands-free attribution tracking and analysis
✅ Accurate CPL metrics per channel
✅ AI-generated reports with actionable insights
✅ Saves time vs. manual data crunching
✅ Weekly reports ensure marketing strategy stays optimized
Perfect For
- Marketing teams managing multi-channel campaigns
- Agencies providing client attribution reports
- Business owners optimizing ad spend efficiency
- Growth teams tracking lead quality by source