Reports That Build Themselves
Updated
For anyone who spends Monday morning copying numbers into a summary. Live so far: “Analyze a Spreadsheet with ChatGPT: Upload a CSV, Get a Chart and Three Takeaways”, “On a Schedule: A Daily Summary Email from a Google Sheet in Make.com”, “Get Your Daily Revenue Total by Email, Automatically, using n8n”, “Claude's Excel Skill: Turn a Messy Export into a Clean Workbook” and “n8n: Weekly Client Status Emails from a Google Sheet, Written by AI”. 3 more lessons in this path are on the way.
Work through them in order: each step builds on the one before it, and every module runs in a practice copy of ChatGPT, Make, n8n and Claude right in your browser. It is free, and no experience is needed.
Intermediate 5 modules about 53 minutes Free Start the path free
The path: 5 steps
- Step 1: Analyze a Spreadsheet with ChatGPT: Upload a CSV, Get a Chart and Three Takeaways✓ Done Beginner
Upload a CSV of sales to ChatGPT, have it check the data first, ask your questions, get a chart you can download, and finish with the three takeaways that matter.
Free · about 10 minutes · Watch the video · Read the guide · Next up: On a Schedule: A Daily Summary Email from a Google Sheet in Make.com
- Step 2: On a Schedule: A Daily Summary Email from a Google Sheet in Make.com✓ Done Intermediate
Build a Make scenario that runs every day at 5 PM, finds today's rows in Google Sheets, combines them with a Text aggregator and emails one summary with Gmail.
Free · about 12 minutes · Next up: Get Your Daily Revenue Total by Email, Automatically, using n8n
- Step 3: Get Your Daily Revenue Total by Email, Automatically, using n8n✓ Done Intermediate
Stop spending 20 minutes every evening adding up the day by hand. In n8n, a Schedule Trigger runs at 5pm, Google Sheets pulls today's jobs, Summarize totals the revenue and Gmail emails it to you.
Free · about 9 minutes · Next up: Claude's Excel Skill: Turn a Messy Export into a Clean Workbook
- Step 4: Claude's Excel Skill: Turn a Messy Export into a Clean Workbook✓ Done Intermediate
Upload a messy sales export to Claude and get back a clean Excel workbook with a Data tab, a Summary tab built with formulas, and a chart, thanks to Claude's built-in Excel skill.
Free · about 8 minutes · Next up: n8n: Weekly Client Status Emails from a Google Sheet, Written by AI
- Step 5: n8n: Weekly Client Status Emails from a Google Sheet, Written by AI✓ Done Intermediate
Build an n8n workflow that wakes up every Monday, reads your client tracker in Google Sheets, has AI write a friendly update for each client and saves it as a Gmail draft.
Free · about 14 minutes · Last step
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How every module works
Each step is shown on the left, with a cursor pointing to exactly where to click. You do the same thing on the right, in a practice copy of the real tool. Get it right and it moves on. Nothing touches your real accounts until you're ready to build it for real.
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