Automation library · Research and reporting

Generate monthly BigQuery KPI PDF reports with Claude

Started by a clock, and works across Google Docs, Google Drive and Outlook. It hands the judgement calls to Claude. 24 steps: large, and worth reading before you trust it with anything live.

LargeCalls a model: Claude

Download free
24 stepsLarge: read it before trusting it with anything live
0Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Model 2Logic 11Service 10

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

  1. 1When First of Month at 07:00Schedule triggerStarts it
  2. 2Claude Chat ModelLm Chat AnthropicModel
  3. 3Calculate Previous MonthCodeLogic
  4. 4Create AI Narrative with ClaudeChain LlmModel
  5. 5Fetch Revenue KPIsGoogle Big QueryService
  6. 6Fetch Top Sales CategoriesGoogle Big QueryService
  7. 7Fetch Weekly Sales TrendGoogle Big QueryService
  8. 8Fetch Top CustomersGoogle Big QueryService
  9. 9Integrate Narrative with DataCodeLogic
  10. 10Label Revenue DataCodeLogic
  11. 11Label Category DataCodeLogic
  12. 12Label Weekly DataCodeLogic
  13. 13Label Customer DataCodeLogic
  14. 14Combine Narrative and Doc IDMergeLogic
  15. 15Merge BigQuery ResultsMergeLogic
  16. 16Construct Replacement RequestsCodeLogic
  17. 17Consolidate BigQuery DataCodeLogic
  18. 18Populate Template FieldsGoogle DocsService
  19. 19Transfer Report DataCodeLogic
  20. 20Export Document to PDFGoogle DriveService
  21. 21Duplicate Report TemplateGoogle DriveService
  22. 22Save Report to OneDriveMicrosoft One DriveService
  23. 23Send Report via OutlookMicrosoft OutlookService
  24. 24Share Summary on TeamsMicrosoft TeamsService

How it's built

Starts on
A clock
Steps
24
Size
Large: read it before trusting it with anything live
Connects to
Google Docs, Google Drive, Outlook
Model
Claude

Questions

What does it need to run?

An n8n account, plus your own Google Docs, Google Drive and Outlook accounts, and a key for Claude. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

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

How long does it take to set up?

Take your time. At 24 steps it is large: read it before trusting it with anything live.

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 24 steps before you point it at anything that matters.