# Generate professional reports from Excel/CSV with Gemini: n8n workflow

> Started by someone submitting a form, and works across Gmail and in-memory vectors. It puts Gemini behind a retrieval step, so answers are drawn from...

Source: https://millionrounds.com/workflow/generate-professional-reports-from-excel-csv-with-gemini (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 professional reports from Excel/CSV with Gemini

Started by someone submitting a form, and works across Gmail and in-memory vectors. It puts Gemini behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 35 steps, 3 branches, 2 loops or waits: large, and worth reading before you trust it with anything live.

Large Calls a model: Gemini Retrieval

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-professional-reports-from-excel-csv-with-gemini)

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

**3** Branches: places the flow splits

**2** Loops or waits

**2** Services it connects to

## The flow

Starts it 4 Model 12 Logic 12 Service 7

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

- 1 **Webhook** Webhook *Starts it*
- 2 **On form submission** Form trigger *Starts it*
- 3 **Google Gemini Chat Model** Lm Chat Google Gemini *Model*
- 4 **Think** Tool Think *Model*
- 5 **Think1** Tool Think *Model*
- 6 **Create a document in Google Docs** Google Docs Tool *Service*
- 7 **Default Data Loader** Document Default Data Loader *Model*
- 8 **Embeddings Google Gemini** Embeddings Google Gemini *Model*
- 9 **Google Gemini Chat Model2** Lm Chat Google Gemini *Model*
- 10 **Embeddings Google Gemini2** Embeddings Google Gemini *Model*
- 11 **Get a document in Google Docs** Google Docs Tool *Service*
- 12 **Update a document in Google Docs** Google Docs Tool *Service*
- 13 **DB** Form trigger *Starts it*
- 14 **Create a presentation in Google Slides** Google Slides Tool *Service*
- 15 **Send a message in Gmail** Gmail Tool *Service*
- 16 **Replace text in a presentation in Google Slides** Google Slides Tool *Service*
- 17 **Extract from File** Extract From File *Service*
- 18 **Code** Code *Logic*
- 19 **AI Agent** Agent *Model*
- 20 **AI Agent1** Agent *Model*
- 21 **AI Agent Tool1** Agent Tool *Model*
- 22 **Insert Data to Store** Vector Store In Memory *Model*
- 23 **Query Data Tool1** Vector Store In Memory *Model*
- 24 **Aggregate** Aggregate *Logic*
- 25 **Switch** Switch *Logic*
- 26 **Edit Fields** Set *Logic*
- 27 **If** If *Logic*
- 28 **Aggregate Data** Code *Logic*
- 29 **Call Transform pdf data to markdown** Execute Workflow *Logic*
- 30 **If1** If *Logic*
- 31 **Wait** Wait *Logic*
- 32 **Respond to Webhook** Respond To Webhook *Starts it*
- 33 **Set data for llm** Set *Logic*
- 34 **Parse and Clean AI Response** Code *Logic*
- 35 **Wait2** Wait *Logic*

## How it's built

- **Starts on:** Someone submitting a form
- **Steps:** 35, with 3 branches, 2 loops or waits
- **Size:** Large: read it before trusting it with anything live
- **Connects to:** Gmail, in-memory vectors
- **Model:** Gemini
- **Retrieval:** Answers are drawn from documents you supply, not from the model alone

## Questions

What does it need to run?

An n8n account, plus your own Gmail and in-memory vectors accounts, and a key for Gemini. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone submitting a form.

Does it use AI?

Yes. It calls Gemini. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 35 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 35 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-professional-reports-from-excel-csv-with-gemini)
- **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.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[in-memory vectors](https://millionrounds.com/workflows?service=in-memory+vectors#library)

## Workflows like it

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

- [**Customer feedback analysis with HTML** 34 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/customer-feedback-analysis-with-html)
- [**Draft and manage academic research papers with OpenAI** 34 steps · calls a model · Google Sheets, in-memory vectors](https://millionrounds.com/workflow/draft-and-manage-academic-research-papers-with-openai)
- [**Document analysis & chatbot creation with Llama and Gemini** 33 steps · calls a model · Gmail, Pinecone](https://millionrounds.com/workflow/document-analysis-and-chatbot-creation-with-llama-and-gemini)
- [**Optimize multi-property rents and analytics with OpenAI** 37 steps · calls a model · Gmail](https://millionrounds.com/workflow/optimize-multi-property-rents-and-analytics-with-openai)
- [**Orchestrate sustainability lifecycle analytics with OpenAI** 33 steps · calls a model · Gmail, Slack](https://millionrounds.com/workflow/orchestrate-sustainability-lifecycle-analytics-with-openai)
- [**Weekly stock/ETF analysis with Claude and Gmail** 33 steps · Gmail, Google Sheets](https://millionrounds.com/workflow/weekly-stock-etf-analysis-with-claude-and-gmail)