Google Sheets Automation

Automate Google Sheets workflows for data synchronization, task management, reporting dashboards, and multi-platform integrations. Based on n8n's 7,800+ workflow templates.

Overview

This skill covers:

• Automated data sync from multiple sources
• Task management with Slack reminders
• Real-time reporting dashboards
• CRM/Marketing data aggregation
• Scheduled report generation

Core Workflows

1. Multi-Source Data Aggregation

┌─────────────┐   ┌─────────────┐   ┌─────────────┐
│ HubSpot     │   │ Stripe      │   │ Google      │
│ (CRM)       │   │ (Payments)  │   │ Analytics   │
└──────┬──────┘   └──────┬──────┘   └──────┬──────┘
       │                 │                 │
       └─────────────────┼─────────────────┘
                         │
                         ▼
              ┌──────────────────┐
              │ Google Sheets    │
              │ (Master Dashboard)│
              └──────────────────┘
                         │
                         ▼
              ┌──────────────────┐
              │ Slack/Email      │
              │ (Daily Report)   │
              └──────────────────┘

n8n Configuration:

workflow: "Daily Business Metrics Sync"

schedule: "6:00 AM daily"

steps:
  1. fetch_crm_data:
      source: hubspot
      data:
        - new_leads_today
        - deals_closed
        - pipeline_value
        
  2. fetch_revenue_data:
      source: stripe
      data:
        - mrr
        - new_subscriptions
        - churn
        
  3. fetch_traffic_data:
      source: google_analytics
      data:
        - sessions
        - conversions
        - bounce_rate
        
  4. update_sheets:
      spreadsheet: "Business Dashboard"
      sheet: "Daily Metrics"
      action: append_row
      data:
        - date: today
        - leads: "{hubspot.new_leads}"
        - deals: "{hubspot.deals_closed}"
        - mrr: "{stripe.mrr}"
        - sessions: "{ga.sessions}"
        
  5. update_charts:
      refresh: automatic (Sheets built-in)
      
  6. send_summary:
      slack:
        channel: "#daily-metrics"
        message: |
          📊 Daily Metrics - {date}
          
          💰 Revenue: ${mrr} MRR
          👥 New Leads: {leads}
          🎯 Deals Closed: {deals}
          📈 Website Sessions: {sessions}

2. Task Management with Reminders

workflow: "Sheets Task Tracker"

trigger:
  type: schedule
  frequency: every_15_minutes

sheet_structure:
  columns:
    - A: Task
    - B: Assignee
    - C: Due Date
    - D: Priority (High/Medium/Low)
    - E: Status (Todo/In Progress/Done)
    - F: Slack ID

steps:
  1. read_tasks:
      filter: |
        Status != "Done" AND
        Due Date <= TODAY() + 1
        
  2. categorize_urgency:
      overdue: Due Date < TODAY()
      due_today: Due Date == TODAY()
      due_tomorrow: Due Date == TODAY() + 1
      
  3. send_reminders:
      for_each: task
      
      overdue:
        slack_dm:
          to: "{assignee_slack_id}"
          message: |
            🚨 *OVERDUE*: {task_name}
            Due: {due_date} ({days_overdue} days ago)
            Priority: {priority}
            
      due_today:
        slack_dm:
          to: "{assignee_slack_id}"
          message: |
            ⏰ *Due Today*: {task_name}
            Priority: {priority}
            
  4. daily_recap:
      schedule: "6:00 PM"
      slack_channel: "#team"
      message: |
        📋 *Daily Task Recap*
        
        ✅ Completed: {completed_count}
        ⏳ In Progress: {in_progress_count}
        🚨 Overdue: {overdue_count}
        
        Top priorities for tomorrow:
        {tomorrow_tasks}

3. Automated Report Generation

workflow: "Weekly Report Generator"

schedule: "Friday 5:00 PM"

steps:
  1. collect_data:
      sheets:
        - "Sales Data"
        - "Marketing Metrics"
        - "Support Tickets"
        
  2. calculate_metrics:
      sales:
        - total_revenue: SUM(revenue_column)
        - deals_closed: COUNT(won_deals)
        - avg_deal_size: AVG(deal_value)
        - win_rate: won / (won + lost)
        
      marketing:
        - leads_generated: COUNT(new_leads)
        - cost_per_lead: spend / leads
        - conversion_rate: conversions / visitors
        
      support:
        - tickets_resolved: COUNT(resolved)
        - avg_response_time: AVG(first_response)
        - csat_score: AVG(satisfaction)
        
  3. generate_report:
      format: google_doc
      template: "Weekly Report Template"
      sections:
        - executive_summary
        - sales_performance
        - marketing_metrics
        - customer_support
        - next_week_priorities
        
  4. create_charts:
      google_sheets:
        - revenue_trend: line_chart
        - deal_funnel: bar_chart
        - lead_sources: pie_chart
        
  5. distribute:
      email:
        to: leadership_team
        subject: "Weekly Business Report - Week {week_number}"
        attach: [report_doc, charts_pdf]
        
      slack:
        channel: "#leadership"
        message: "📊 Weekly report ready: {doc_link}"

4. Inventory/Stock Tracker

workflow: "Inventory Alert System"

trigger:
  type: sheets_change
  sheet: "Inventory"
  
sheet_structure:
  columns:
    - Product
    
how to use sheets-automation
CursorClaude CodeClineCodexWindsurfGooseGitHub CopilotVS CodeGemini CLIKiloOpencodeKimi CLIRoo ClineAiderContinueZedBolt.newLovablev0Replit AgentSweepSmol DeveloperDevinCavemanAmpAntigravity
How to use sheets-automation on Cursor
AI-first code editor with Composer
1
Prerequisites
Before installing skills in Cursor, ensure your development environment meets these requirements:
›Cursor installed and configured on your development machine
›Node.js version 16.0+ with npm package manager (verify with node --version)
›Active project directory or workspace where you want to add sheets-automation
2
Execute installation command
Execute the skills CLI command in your project's root directory to begin installation:
$npx skills add https://github.com/claude-office-skills/skills --skill sheets-automationcopy
The skills CLI fetches sheets-automation from GitHub repository claude-office-skills/skills and configures it for Cursor.
3
Select Cursor when prompted
The CLI will show a list of available agents. Use arrow keys to navigate and space to select Cursor:
◆ Which agents do you want to install to?
│
│ ── Universal (.agents/skills) ── always included ────
│   • Amp
│   • Antigravity
│   • Cline
│   • Codex
│ ●Cursor(selected)
│   • Cursor
│   • Windsurf
4
Verify installation
Confirm successful installation by checking the skill directory location:
.cursor/skills/sheets-automation
Reload or restart Cursor to activate sheets-automation. Access the skill through slash commands (e.g., /sheets-automation) or your agent's skill management interface.
⚠
Security & Verification Notice
We perform automated surface-level scans (Gen AI Scanner, Socket, Snyk) during installation. These checks detect common vulnerabilities but do not guarantee complete security. Always review skill source code and verify the publisher's reputation before production use.
Skills execute code in your development environment. Always verify the publisher's identity, review recent commits, and test in isolated environments before production deployment.
Additional Resources
›View source code on GitHub›Skills CLI documentation›Learn more about Cursor›What are agent skills?