Automated Market Report Generation and Distribution via Google Docs, Sheets, and

Overview

This workflow automates the end-to-end process of generating and distributing market reports to clients on a monthly schedule. Leveraging Google Docs, Google Sheets, and Gmail, it streamlines data collection, report creation, and personalized email delivery.

Key Features

• Scheduled Automation: Initiates monthly via a cron trigger.
• Market Data Retrieval: Fetches up-to-date market data using an HTTP request.
• Data Processing: Processes and formats data for reporting using a function node.
• Report Generation: Creates professional reports in Google Docs.
• Client Management: Retrieves client lists from Google Sheets and splits them into manageable batches.
• Personalized Distribution: Sends tailored reports to each client through Gmail.

Benefits

• Time Savings: Eliminates manual report creation and distribution, saving significant staff hours.
• Accuracy: Ensures consistent, error-free data handling and reporting.
• Scalability: Easily accommodates growing client lists and data volumes.
• Seamless Integration: Utilizes widely adopted Google Workspace tools for maximum compatibility.

Use Cases

• Financial or marketing agencies delivering regular market insights to clients.
• Sales teams providing monthly performance summaries.
• Any business needing automated, scheduled report distribution to multiple recipients.