# Generate monthly BigQuery KPI PDF reports with Claude: n8n workflow

> Started by a clock, and works across Google Docs, Google Drive and Outlook. It hands the judgement calls to Claude.

Source: https://millionrounds.com/workflow/generate-monthly-bigquery-kpi-pdf-reports-with-claude (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Research and reporting](https://millionrounds.com/workflows?category=Research+and+reporting#library)

# 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.

Large Calls a model: Claude

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-monthly-bigquery-kpi-pdf-reports-with-claude)

**24 steps** Large: read it before trusting it with anything live

**0** Branches: places the flow splits

**0** Loops or waits

**3** Services it connects to

## The flow

Starts it 1 Model 2 Logic 11 Service 10

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

- 1 **When First of Month at 07:00** Schedule trigger *Starts it*
- 2 **Claude Chat Model** Lm Chat Anthropic *Model*
- 3 **Calculate Previous Month** Code *Logic*
- 4 **Create AI Narrative with Claude** Chain Llm *Model*
- 5 **Fetch Revenue KPIs** Google Big Query *Service*
- 6 **Fetch Top Sales Categories** Google Big Query *Service*
- 7 **Fetch Weekly Sales Trend** Google Big Query *Service*
- 8 **Fetch Top Customers** Google Big Query *Service*
- 9 **Integrate Narrative with Data** Code *Logic*
- 10 **Label Revenue Data** Code *Logic*
- 11 **Label Category Data** Code *Logic*
- 12 **Label Weekly Data** Code *Logic*
- 13 **Label Customer Data** Code *Logic*
- 14 **Combine Narrative and Doc ID** Merge *Logic*
- 15 **Merge BigQuery Results** Merge *Logic*
- 16 **Construct Replacement Requests** Code *Logic*
- 17 **Consolidate BigQuery Data** Code *Logic*
- 18 **Populate Template Fields** Google Docs *Service*
- 19 **Transfer Report Data** Code *Logic*
- 20 **Export Document to PDF** Google Drive *Service*
- 21 **Duplicate Report Template** Google Drive *Service*
- 22 **Save Report to OneDrive** Microsoft One Drive *Service*
- 23 **Send Report via Outlook** Microsoft Outlook *Service*
- 24 **Share Summary on Teams** Microsoft Teams *Service*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-monthly-bigquery-kpi-pdf-reports-with-claude)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Google Docs](https://millionrounds.com/workflows?service=Google+Docs#library)[Google Drive](https://millionrounds.com/workflows?service=Google+Drive#library)[Outlook](https://millionrounds.com/workflows?service=Outlook#library)

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Also research and reporting, with the same services where possible, closest in size first.

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