Automation library · Research and reporting

Beginner data analysis: merge, filter & summarize

Started by an event in a connected app, and works across Google Sheets. It hands the judgement calls to OpenAI. 15 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

15 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Model 3Logic 7Service 4

The steps in the order they run, from what starts it.

  1. 1OpenAI Chat ModelLm Chat Open AiModel
  2. 2Structured Output ParserOutput Parser StructuredModel
  3. 3Start WorkflowManual triggerStarts it
  4. 4AI Agent - Summarize Leader PerformanceAgentModel
  5. 5Sample Marketing DataGoogle SheetsService
  6. 6Google Sheets1Google SheetsService
  7. 7Merge on Channel FieldMergeLogic
  8. 8FilterFilterLogic
  9. 9Check if spend over $350IfLogic
  10. 10Count bad daysSummarizeService
  11. 11Count good daysSummarizeService
  12. 12Organize fields into tableSetLogic
  13. 13Organize second data into tableSetLogic
  14. 14Append datasources togetherMergeLogic
  15. 15Convert table names and columns into single text for agentCodeLogic

How it's built

Starts on
An event in a connected app
Steps
15, with 1 branch
Size
Medium: a working afternoon
Connects to
Google Sheets
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Google Sheets account, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an event in a connected app.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 15 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 15 steps before you point it at anything that matters.