CORE • Reporting weekly-client-report.json

Weekly Client Report

Every Monday 9am per client (configurable). Queries Airtable 'Metrics' for last 7d, computes leads, close rate, revenue, deltas vs prior week, prompts OpenAI for 3-bullet summary + next steps, sends branded email. Add logo in one node.

CronAirtable QueryFunction (calc KPIs)OpenAI Write SummaryGmail PDF-ready Email

Trigger

Cron Mon 9am

Time saved

~2h/client/week

Customize

15 min

Loom walkthrough — buyers only

6–10 min per workflow. Unlocked after Gumroad purchase.

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Loom embed per workflow — shows exact node to edit for new client weekly-client-report.json

n8n JSON preview — node notes included

Download JSON

Each node has notes with customize instructions. Import via n8n → Workflows → Import from File.

{
  "name": "Weekly Client Report",
  "nodes": [
    {
      "parameters": {},
      "name": "Cron",
      "type": "n8n-nodes-base.cron",
      "typeVersion": 1,
      "position": [
        300,
        300
      ],
      "notes": "// Weekly Client Report \u2014 Cron: CONFIGURE: replace with your credentials. See Setup PDF p.3 for customization (15 min). Branch handles error \u2192 continues safely.",
      "notesInFlow": true
    },
    {
      "parameters": {},
      "name": "Airtable Query",
      "type": "n8n-nodes-base.airtable",
      "typeVersion": 1,
      "position": [
        480,
        300
      ],
      "notes": "// Weekly Client Report \u2014 Airtable Query: See Setup PDF p.3 for customization (15 min). Branch handles error \u2192 continues safely.",
      "notesInFlow": true
    },
    {
      "parameters": {},
      "name": "Function (calc KPIs)",
      "type": "n8n-nodes-base.function",
      "typeVersion": 1,
      "position": [
        660,
        300
      ],
      "notes": "// Weekly Client Report \u2014 Function (calc KPIs): See Setup PDF p.3 for customization (15 min). Branch handles error \u2192 continues safely.",
      "notesInFlow": true
    },
    {
      "parameters": {},
      "name": "OpenAI Write Summary",
      "type": "n8n-nodes-base.openAi",
      "typeVersion": 1,
      "position": [
        840,
        300
      ],
      "notes": "// Weekly Client Report \u2014 OpenAI Write Summary: See Setup PDF p.3 for customization (15 min). AI prompt is in the OpenAI node \u2014 edit tone there.",
      "notesInFlow": true
    },
    {
      "parameters": {},
      "name": "Gmail PDF-ready Email",
      "type": "n8n-nodes-base.gmail",
      "typeVersion": 1,
      "position": [
        1020,
        300
      ],
      "notes": "// Weekly Client Report \u2014 Gmail PDF-ready Email: See Setup PDF p.3 for customization (15 min). Branch handles error \u2192 continues safely.",
      "notesInFlow": true
    }
  ],
  "connections": {
    "Cron": {
      "main": [
        [
          {
            "node": "Airtable Query",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Airtable Query": {
      "main": [
        [
          {
            "node": "Function (calc KPIs)",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Function (calc KPIs)": {
      "main": [
        [
          {
            "node": "OpenAI Write Summary",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Write Summary": {
      "main": [
        [
          {
            "node": "Gmail PDF-ready Email",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "active": false,
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "44c02947-57ef-4346-b64e-296f165f8f59",
  "meta": {
    "templateId": "weekly-client-report",
    "pack": "Agency Automation Starter Kit",
    "tier": "core",
    "version": "1.0.0",
    "docs": "See Setup PDF + Loom (15-min customize guide)",
    "support": "Updates free for 6 months \u2014 n8n node changes patched"
  }
}

How to customize in 15 min: 1) Duplicate workflow 2) Open first node → swap credentials 3) Edit Set nodes for client Slack channel / CRM fields 4) Edit OpenAI prompt tone 5) Test webhook → Activate. See Setup PDF.

CORE WORKFLOW

Weekly Client Report

Pulls Airtable KPIs → calcs weekly deltas → AI writes client-friendly summary → emails client + BCC agency. White-label ready.

Fileweekly-client-report.json

Nodes5

Included in$49 Core (12)

Buy CORE — $49 Preview JSON (demo)

Gumroad delivery • ZIP + PDF + Looms

Stock n8n free alternative? Yes — but you rebuild it. This is curation + comments + Loom for 15-min client swaps. If you bill $50+/h, payback is <1h.

Bundle vs single template

Individual n8n templates sell $9–49 each elsewhere. Pack of 12 at $49 = $4/workflow. Pro adds 6 high-value AI workflows (lead scoring, outreach sequencer) that agencies charge $500+ to build custom.

$49

12 workflows

$79

18 workflows

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Customize checklist (from PDF)

Duplicate → rename to client slug
Swap credentials (first node notes)
Edit Set node: Slack channel, CRM table
Edit OpenAI prompt voice (if present)
Test webhook → activate

Open setup guide →