Email Daily Business Metrics
Fetches daily business metrics from Google Sheets, analyzes trends to detect significant changes, and uses AI to generate and email a detailed HTML report.
This workflow summarizes daily user activity and key business metrics from a Google Sheets spreadsheet and sends a detailed report via Gmail. It runs every day at 9 AM UTC, analyzes recent data trends, and highlights important alerts to keep stakeholders informed.
What You Need
- Access to a Google Sheets spreadsheet containing your daily business metrics.
- A Google account with Gmail enabled to send emails.
- Credentials and connectors set up in Needle for Google Sheets and Gmail.
- Access to the Needle AI agent for generating the HTML report.
How The Flow Works
| Step | Node | Purpose |
|---|---|---|
| 1 | Scheduled Trigger | Starts the workflow every day at 9 AM UTC for timely report delivery. |
| 2 | Get Google Sheets Data | Fetches all rows from the configured spreadsheet. Data must include Date, Revenue, Signups, Active Users, Conversion Rate, and Support Tickets. |
| 3 | Data Processing Script | Parses the data, extracting the latest and previous days' metrics. It calculates percentage changes, checks for three-day downward trends, and flags metrics that fall below or spike above defined thresholds. |
| 4 | Needle AI | Uses an AI model to produce a clean, professional HTML email report based on the processed data and generated alerts. |
| 5 | Send Email via Gmail | Delivers the generated HTML report to the designated recipient with a clear subject line indicating the report date. |
Expected Output
You receive a daily email containing a concise but informative report of key business metrics from the previous day. The email includes a comparison table with color-coded percentage changes and highlights any notable shifts or alerts in user activity, all formatted in a visually appealing HTML layout.
Important Notes
- Ensure your Google Sheets data is kept up to date and follows the expected column format for accurate processing.
- Adjust the floors and ceilings in the data processing code node if your business metric ranges differ significantly.
- The AI model leverages inline CSS to maintain compatibility across most email clients.
- Modify the recipient email address in the Gmail node configuration to direct reports to the appropriate stakeholders.
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