Templates / Generate monthly BigQuery KPI PDF reports with Claude, Google Docs, Outlook and Teams

Generate monthly BigQuery KPI PDF reports with Claude, Google Docs, Outlook and Teams

Ready for 3.0

by Mychel Garzon ✓ · 81 views · created 2026-06-21 · Document Extraction, AI Summarization

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 24 nodes and runs on a schedule (cron 0 7 1 * *). Along the way it connects Google BigQuery, Anthropic Chat Model, Google Drive and Google Docs and 3 more.

How it runs

Trigger: On a schedule (cron 0 7 1 * *).

  1. Calculate Previous Month (Code): runs custom JavaScript code
  2. Fetch Revenue KPIs (Google BigQuery): uses Google BigQuery
  3. Fetch Top Sales Categories (Google BigQuery): uses Google BigQuery
  4. Fetch Weekly Sales Trend (Google BigQuery): uses Google BigQuery
  5. Fetch Top Customers (Google BigQuery): uses Google BigQuery
  6. Label Revenue Data (Code): runs custom JavaScript code
  7. Label Category Data (Code): runs custom JavaScript code
  8. Label Weekly Data (Code): runs custom JavaScript code
  9. Label Customer Data (Code): runs custom JavaScript code
  10. Merge: merges the data from its input branches

…plus 12 more steps. See the full node list below.

Services it uses

Google BigQueryAnthropic Chat ModelGoogle DriveGoogle DocsMicrosoft OneDriveMicrosoft OutlookMicrosoft Teams

Before you upgrade to n8n 3.0

Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.

Nodes used (11)

From the author

Quick overview This workflow runs monthly to query KPI data from Google BigQuery, generates a narrative with Anthropic Claude, fills a Google Docs report template, exports it as a PDF, archives it to OneDrive, emails it via Microsoft Outlook, and posts a…

Excerpt from Mychel Garzon's description on n8n.io.

View the original on n8n.io → Check your own copy

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