Scheduled Reports

Automate the generation and delivery of daily, weekly, or monthly reports to your team.

Use Case

You want to:

  1. Pull data from an API or database on a schedule
  2. Process and format the data
  3. Send a summary report via email

Step 1: Set Up a Schedule Trigger

Add a Schedule Trigger to run your workflow at a set interval.

  1. Add a Schedule Trigger node
  2. Configure the frequency:
    • Daily at 9:00 AM
    • Weekly on Mondays
    • Monthly on the 1st

Step 2: Fetch Data

Add an HTTP Utilities node to pull data from your source.

  1. Add an HTTP Utilities node
  2. Set the method to GET
  3. Enter the API endpoint URL
  4. Add any required authentication headers

If you need data from multiple sources, add additional HTTP Utilities nodes or use a Loop node to iterate over multiple endpoints.

Step 3: Process the Data

Use a JSON node or AI Chat Model node to transform the raw data into a readable report format.

Option A: JSON Node

  • Extract specific fields
  • Calculate totals or averages
  • Format numbers and dates

Option B: AI Node

  • Send the raw data to an AI model with a prompt like:
Summarize the following data into a brief report with key metrics and trends:
{{http_node.output}}

Step 4: Send the Report

Add a Gmail node to deliver the report.

  1. Add a Gmail node
  2. Set the recipients (your team’s email addresses)
  3. Set the subject (e.g. “Weekly Sales Report - {{date}}”)
  4. Map the processed report into the email body

Step 5: Test and Publish

  1. Run a manual test to verify the data flow
  2. Check the email output for formatting
  3. Publish the workflow to activate the schedule

Best Practices

  • Use a Data Validator node to check if the API returned valid data before processing
  • Add a Router node to skip sending if there’s no new data
  • Include a timestamp in the report subject for easy reference