Sheets Automation
Automate Google Sheets sync, dashboards, and scheduled reports across CRM, payments, and analytics sources for solo ops.
Overview
Sheets Automation is an agent skill most often used in Grow (also Validate pricing dashboards, Operate reporting) that automates Google Sheets sync, tasks, and multi-platform reporting via Workspace MCP tools.
Install
npx skills add https://github.com/claude-office-skills/skills --skill sheets-automationWhat is this skill?
- Core workflows: multi-source data aggregation from HubSpot, Stripe, and Google Analytics into Sheets
- MCP google-workspace server tools: sheets_read, sheets_write, sheets_append, sheets_format
- Patterns for task tracking with Slack reminders and scheduled report generation
- Inspired by n8n’s large workflow template ecosystem for repeatable ops automation
- Related skill chain: data-analysis, gmail-workflows, crm-automation
- References n8n workflow template scale of 7,800+ templates as pattern inspiration
- Documents 4 Google Workspace MCP sheet tools: read, write, append, format
Adoption & trust: 3k installs on skills.sh; 196 GitHub stars; 2/3 security scanners passed (skills.sh audits).
What problem does it solve?
You manually copy HubSpot, Stripe, and analytics numbers into Sheets and never trust your dashboard is current.
Who is it for?
Indie operators who already live in Google Sheets and use Claude with google-workspace-mcp for ops reporting.
Skip if: Teams needing warehouse-scale ETL, strict compliance without reviewing OAuth scopes, or products with no Google Workspace footprint.
When should I use this skill?
You need Google Sheets automation for data sync, task management, reporting dashboards, or multi-platform integrations.
What do I get? / Deliverables
Sheets stay updated from connected sources with append/write/format automation and optional scheduled reports and task reminders.
- Automated sync or append pipelines into defined sheet ranges
- Formatted dashboard or report tabs with scheduled update patterns
Recommended Skills
Journey fit
Spans multiple journey phases - primary shelf plus alternate fits below.
Reporting and aggregated metrics are how founders track traction after launch, so the canonical shelf is Grow analytics even when automation is built earlier. Multi-source aggregation and dashboards are analytics and reporting workflows, not pure CRM sales tooling or frontend build.
Where it fits
Refresh a weekly MRR and pipeline sheet from Stripe and HubSpot without manual exports.
Prototype a simple pricing experiment log that pulls payment counts into Sheets for a launch decision.
How it compares
Sheets-centric workflow automation with MCP tools—not a replacement for a dedicated product analytics platform or raw BigQuery pipelines.
Common Questions / FAQ
Who is sheets-automation for?
Solo founders and small ops teams automating reporting, task tracking, and data aggregation in Google Sheets with agent-assisted workflows.
When should I use sheets-automation?
In Grow for analytics dashboards and lifecycle reporting; in Operate for scheduled ops reports and task sync; in Validate when prototyping a metrics workbook before full build-out.
Is sheets-automation safe to install?
It implies Google API access via MCP; review the Security Audits panel on this page and limit OAuth scopes to the spreadsheets and accounts you intend to automate.
Workflow Chain
Then invoke: data analysis, crm automation
SKILL.md
READMESKILL.md - Sheets 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**: ```yaml 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 ```yaml 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_