I need help with my Weekly Reports Automation

Questions
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1

I’m building a full automation in n8n to streamline the weekly workflow. Here’s what I want to achieve:

:puzzle_piece: Workflow Goals:

  1. Trigger: When a new email arrives in Gmail with subject like Automation Report and a CSV attachment.
  2. Google Drive:
  • Create (if not exists) a weekly folder with the format: Week of YYYY-MM-DD (where the date is that week’s Monday).
  • Inside it, create two subfolders: Raw and Summarised.
  • Save the attachment from Gmail into the Raw subfolder.
  1. AI Summary:
  • Send the raw CSV to OpenAI (or GPT-4) to generate a client-friendly summary (totals, key highlights, etc.).
  • Save this summary as a CSV file into the Summarised folder in the same weekly directory.
  1. Airtable:
  • Match the property by Listing ID and update a Summary field.
  1. Gmail ( final step):
  • Draft an email to the client with the summary attached or inline.

Help me it’s urgent

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2

Hey @Atib_Saiyed hope all is well, welcome to the community.

What exactly is blocking you? It appears you have a pretty good/solid plan in mind which makes sense to me. Something isn’t working? Trigger is pretty straightforward - filter by subject, download attachment. Creating folders shouldn’t be too difficult too (the most difficult part is is date formatting)… Tell us what you are looking for us to help you with?

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Just in case it’s the date, here:

Week of {{ $now.startOf('week').toISODate() }}
4

Thanks for Replying!
Automation is still pending i don’t know what to do now.

In simple i want to automate my process
:small_blue_diamond: My workflow that create n8n automation from that every week of Monday in morning I received raw summary sheet from pricelabs on gmail for each client’s then I download it manually and upload it to chat gpt 3o to create summary sheet for each client in summary sheet contains Listings name, listings id, summary. then I manually match listings id in Airtable and paste summary according to that then create big picture summary for each client and create draft Gmail for each client’s

Thanks for helping if you need i can explain you in detailed

5

When you say “pending” what do you mean?

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I mean the automation is not fully complete yet. I’m currently stuck and unsure about the next steps to move forward. Still figuring it out.

7

What can we help you to figure out?

8

I need to automate the whole process but don’t how to do it.

9

Oh I see, you need help with learning how to build a workflow. You can get a good start with just going through the following resources:

After finishing these I am sure you will have a pretty solid understanding of the process and building a flow won’t be an issue.

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