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Generate Monthly Bigquery KPI PDF Reports with Claude, Google Docs and Outlook

by Mychel GarzonUpdated Aug 2026
RequiresBigQueryBigQueryAnthropicGoogle DriveGoogle DriveGoogle DocsGoogle DocsOneDriveOneDriveOutlookOutlookMicrosoft TeamsMicrosoft Teams
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ScWhen First of Month at 07:00When First of M…CoCalculate Previous MonthCalculate Previ…Fetch Revenue KPIsFetch Revenue K…Fetch Top Sales CategoriesFetch Top Sales…Fetch Weekly Sales TrendFetch Weekly Sa…Fetch Top CustomersFetch Top Custo…CoLabel Revenue DataLabel Revenue D…CoLabel Category DataLabel Category …CoLabel Weekly DataLabel Weekly Da…CoLabel Customer DataLabel Customer …MeMerge BigQuery ResultsMerge BigQuery …CoConsolidate BigQuery DataConsolidate Big…CoTransfer Report DataTransfer Report…CLCreate AI Narrative with ClaudeCreate AI Narra…CoIntegrate Narrative with DataIntegrate Narra…Claude Chat ModelClaude Chat Mod…Duplicate Report TemplateDuplicate Repor…MeCombine Narrative and Doc IDCombine Narrati…CoConstruct Replacement RequestsConstruct Repla…Populate Template FieldsPopulate Templa…Export Document to PDFExport Document…Save Report to OneDriveSave Report to …Send Report via OutlookSend Report via…Share Summary on TeamsShare Summary o…123456789101112131415161718192021222324252627
1/5
STEPS · 27
Runs on a schedule

Monthly, queries BigQuery KPIs, drafts a report with Claude in Google Docs, and distributes the PDF via Outlook and Teams.

Tags

cronadvancedBigQueryAnthropicDocument ExtractionAI Summarizationdiscoveredpending-review
Connects
bigqueryBigQueryAnthropicgoogledriveGoogle DrivegoogledocsGoogle DocsonedriveOneDriveoutlookOutlook
CategoryDocument AI & Extraction
Triggercron
Complexityadvanced
Nodes24
AddedJun 27, 2026