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npx skills add https://github.com/inferen-sh/skills --skill twitter-automationWorks with Paperclip
How Sheets Automation fits into a Paperclip company.
Sheets Automation drops into any Paperclip agent that handles - google-sheets work. Assign it to a specialist inside a pre-configured PaperclipOrg company and the skill becomes available on every heartbeat — no prompt engineering, no tool wiring.
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---name: sheets-automationdescription: "Google Sheets automation workflows - data sync, task management, reporting dashboards, and multi-platform integrations"version: "1.0.0"author: claude-office-skillslicense: MIT category: productivitytags: - google-sheets - automation - data-sync - reporting - n8ndepartment: Operations models: recommended: - claude-sonnet-4 mcp: server: google-workspace-mcp tools: - sheets_read - sheets_write - sheets_append - sheets_format capabilities: - data_synchronization - automated_reporting - task_tracking - dashboard_creation - multi_source_aggregation languages: - en - zh related_skills: - data-analysis - gmail-workflows - crm-automation--- # 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**:```yamlworkflow: "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 ```yamlworkflow: "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 ```yamlworkflow: "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 ```yamlworkflow: "Inventory Alert System" trigger: type: sheets_change sheet: "Inventory" sheet_structure: columns: - Product - SKU - Current Stock - Reorder Level - Supplier - Lead Time (days) steps: 1. check_stock_levels: condition: Current Stock <= Reorder Level 2. generate_alerts: for_each: low_stock_item actions: - update_cell: column: "Status" value: "REORDER NEEDED" format: red_background - slack_alert: channel: "#inventory" message: | ⚠️ *Low Stock Alert* Product: {product_name} SKU: {sku} Current: {current_stock} Reorder Level: {reorder_level} Supplier: {supplier} - email_supplier: if: auto_reorder == true template: "reorder_request" 3. daily_summary: schedule: "9:00 AM" report: - total_skus: count - low_stock_items: count - out_of_stock: count - pending_orders: list``` --- ### 5. Form Responses → CRM + Slack ```yamlworkflow: "Google Form Lead Capture" trigger: type: google_forms form: "Contact Us Form" steps: 1. capture_response: fields: [name, email, company, message, source] 2. append_to_sheet: spreadsheet: "Lead Tracker" data: - timestamp: NOW() - name: "{name}" - email: "{email}" - company: "{company}" - message: "{message}" - status: "New" 3. enrich_lead: clearbit: lookup_by: email append: [company_size, industry, linkedin] 4. create_in_crm: hubspot: object: contact properties: email: "{email}" firstname: "{name}" company: "{company}" lead_source: "Website Form" 5. notify_sales: slack: channel: "#new-leads" message: | 🎉 *New Lead!* 👤 {name} 🏢 {company} ({company_size} employees) 📧 {email} 💬 "{message}" [View in HubSpot]({hubspot_link}) 6. auto_respond: email: to: "{email}" template: "thank_you_for_contacting"``` --- ## Sheet Templates ### Sales Dashboard ```┌────────────────────────────────────────────────────────────────┐│ SALES DASHBOARD - {Month} │├────────────────────────────────────────────────────────────────┤│ ││ ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐ ││ │ Revenue │ │ Deals │ │ Avg Deal│ │ Win Rate│ ││ │ $125K │ │ 23 │ │ $5,400 │ │ 34% │ ││ │ ▲ 15% │ │ ▲ 8% │ │ ▲ 12% │ │ ▼ 2% │ ││ └─────────┘ └─────────┘ └─────────┘ └─────────┘ ││ ││ [Revenue Trend Chart - Line] ││ [Pipeline by Stage - Funnel] ││ [Top Sales Reps - Bar] ││ │├────────────────────────────────────────────────────────────────┤│ Date │ Deal │ Value │ Rep │ Stage │ Prob ││ 1/30 │ Acme Corp │ $15,000 │ Alice │ Proposal │ 60% ││ 1/29 │ Tech Inc │ $8,500 │ Bob │ Demo │ 40% ││ ... │ ... │ ... │ ... │ ... │ ... │└────────────────────────────────────────────────────────────────┘``` ### Marketing Tracker ```┌────────────────────────────────────────────────────────────────┐│ MARKETING METRICS │├────────────────────────────────────────────────────────────────┤│ Channel │ Spend │ Leads │ CPL │ Conv % │ Revenue │├─────────────┼──────────┼───────┼────────┼────────┼───────────┤│ Google Ads │ $5,000 │ 150 │ $33 │ 3.2% │ $45,000 ││ Facebook │ $3,000 │ 200 │ $15 │ 1.8% │ $28,000 ││ LinkedIn │ $2,500 │ 50 │ $50 │ 5.5% │ $35,000 ││ Organic │ $0 │ 300 │ $0 │ 2.1% │ $52,000 │├─────────────┼──────────┼───────┼────────┼────────┼───────────┤│ TOTAL │ $10,500 │ 700 │ $15 │ 2.8% │ $160,000 │└────────────────────────────────────────────────────────────────┘ ROAS: 15.2xBest Channel: LinkedIn (highest conversion)Action: Increase LinkedIn budget by 20%``` --- ## Formulas Reference ### Common Automation Formulas ```# Auto-status based on date=IF(C2<TODAY(), "OVERDUE", IF(C2=TODAY(), "DUE TODAY", "UPCOMING")) # Days until due=DATEDIF(TODAY(), C2, "D") # Auto-assign based on criteria=IFS(B2="Enterprise", "Alice", B2="Mid-Market", "Bob", TRUE, "Carol") # Calculate conversion rate=IFERROR(D2/C2, 0) # Running total=SUMIF($A$2:A2, "<="&A2, $B$2:B2) # Conditional formatting trigger=AND($E2="High", $F2<TODAY()) # VLOOKUP from another sheet=VLOOKUP(A2, 'Reference Data'!$A:$C, 3, FALSE) # Query for dashboard=QUERY(Data!A:F, "SELECT A, SUM(C) WHERE B='Closed Won' GROUP BY A")``` --- ## Output Example **Request**: "Set up automated task reminders from Google Sheets" **Output**: ```markdown# Task Reminder System Setup ## Sheet Structure Create a sheet named "Tasks" with these columns: | A | B | C | D | E | F ||---|---|---|---|---|---|| Task | Assignee | Due Date | Priority | Status | Slack ID || Review proposal | Alice | 2026-01-31 | High | In Progress | U12345 || Update docs | Bob | 2026-02-01 | Medium | Todo | U67890 | ## Automation Workflow ```yamltrigger: Every 15 minutesactions: 1. Check for tasks due within 24 hours 2. Send Slack DM to assignee 3. Post daily summary at 6pm``` ## Sample Reminders **Overdue Alert:**```🚨 *OVERDUE*: Review proposalDue: Jan 29 (1 day ago)Priority: High Please update status or mark complete.``` **Due Today:**```⏰ *Due Today*: Update documentationPriority: Medium You've got this! 💪``` **Daily Recap (6pm):**```📋 *Daily Task Recap* ✅ Completed today: 5⏳ In Progress: 3🚨 Overdue: 1 Tomorrow's priorities:• Review proposal (High) - Alice• Client call prep (High) - Bob``` ## Setup Steps 1. Create Google Sheet with structure above2. Set up n8n workflow with Schedule trigger3. Connect Google Sheets and Slack nodes4. Test with sample tasks5. Activate workflow Would you like the complete n8n workflow JSON?``` --- *Sheets Automation Skill - Part of Claude Office Skills*Related skills