Step 1: Identify Data Sources and Extraction Strategy. Determine where your data resides (e.g., CRM API, database, Google Sheets, web pages, email attachments). Use n8n's dedicated nodes (e.g., 'HTTP Request', 'Postgres', 'Google Sheets', 'Webhooks') to pull raw data. For unstructured text, use AI extraction techniques from Chapter 7.
Step 2: Data Cleaning and Initial Transformation. Apply n8n's 'Set', 'Code', 'Split In Batches', and 'Merge' nodes to structure, filter, and normalize your data. Use an LLM node (e.g., 'OpenAI Chat') with a prompt like 'Clean and standardize the following data, correcting typos and ensuring consistent formats for dates and currencies:' to assist with complex cleaning or normalization tasks that are difficult with regex alone.
Step 3: AI-Assisted Data Analysis. Feed the cleaned data into an LLM node. Prompt the LLM to perform specific analyses: 'Analyze this sales data to identify the top 5 performing products, detect any significant sales anomalies in the last quarter, and describe overall trends.' For more complex numerical analysis, you might send data to an external data science platform via API, then bring the results back to n8n.
Step 4: Insight Extraction and Summarization. Configure the LLM node to extract key insights and summarize findings. Use a prompt such as 'Based on the analysis, provide a concise executive summary highlighting key strengths, weaknesses, and potential opportunities. Also, list any detected anomalies with their potential impact.' Parse the LLM's JSON output for structured insights or its text output for narrative summaries.
Step 5: Automated Report Generation. Use the extracted insights to construct your final report. This can involve: creating a structured JSON object, generating a full narrative report via an LLM ('Generate a comprehensive report based on these insights: [insights]'), or populating a template in a document generation tool (e.g., 'Google Docs', 'Microsoft Word' via API). You can also use n8n to prepare data for visualization tools.
Step 6: Report Distribution and Archiving. Send the generated report to relevant stakeholders. Use n8n nodes for 'Email', 'Slack', 'Microsoft Teams', or 'Google Drive' to distribute or archive the report. Schedule the workflow to run automatically at desired intervals (e.g., daily, weekly, monthly) using a 'Cron' or 'Schedule Trigger' node.