Automated Monthly Market Report & Client Distribution
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This n8n workflow completely automates the generation and distribution of your monthly market reports. It fetches current market data, creates professional reports using Google Docs, and then sends them out to your entire client list via Gmail, all on a set schedule.
About This Workflow
Tired of spending hours each month manually compiling and sending market reports? This powerful n8n workflow eliminates the repetitive work, ensuring your clients receive timely, data-driven insights effortlessly. It starts by automatically pulling fresh market data from any API, intelligently processes and formats it, and then populates a beautiful Google Docs template to create a new, personalized report. The workflow then fetches your client list from Google Sheets, efficiently batches the distribution, and dispatches each report as an email attachment via Gmail. Deliver consistent value to your clients, enhance professionalism, and free up significant time for your team.
Key Features
- Automated Monthly Scheduling: Set and forget with a cron trigger that runs on the first day of every month.
- Dynamic Data Integration: Pulls live market data from any external API via an HTTP request.
- Customizable Data Processing: Use a Function node to clean, transform, and format data precisely for your report needs.
- Google Docs Report Generation: Automatically creates professional reports from a template, injecting your processed market data.
- Seamless Client Distribution: Retrieves client lists from Google Sheets and sends personalized reports via Gmail to each contact.
How To Use
- Schedule (Cron): Configure the "0. Cron (Monthly Schedule)" node to your preferred monthly report generation time.
- API Data (HTTP Request): Set up the "1. HTTP Request (Get Market Data)" node with your market data API URL, authentication, and any necessary query parameters.
- Process Data (Function): Customize the "2. Function (Process Data)" node's JavaScript code to parse, filter, and format the API response data as required for your report.
- Report Template (Google Docs): In the "3. Google Docs (Create Report)" node, specify the Google Docs template ID, the folder where new reports should be saved, and map your processed data to the template placeholders.
- Client List (Google Sheets): Connect the "4. Google Sheets (Get Client List)" node to your client mailing list spreadsheet and specify the sheet name and column containing client emails.
- Email Distribution (Gmail): Configure the "6. Gmail (Send Report)" node with your sender details, subject line, email body, and ensure the generated Google Doc is attached to each outgoing email.
Apps Used
Workflow JSON
{
"id": "d3774264-df1e-4e72-a51a-d7e4994b2083",
"name": "Automated Monthly Market Report & Client Distribution",
"nodes": 12,
"category": "Marketing",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: d3774264-df1e...
About the Author
Crypto_Watcher
Web3 Developer
Automated trading bots and blockchain monitoring workflows.
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