Automatisation Google Sheets avec n8n : création de présentations personnalisées
Ce workflow n8n a pour objectif d'automatiser la création de présentations personnalisées pour chaque lead en utilisant Google Sheets et Google Slides. Dans un contexte où la gestion des leads est cruciale pour les équipes commerciales, ce processus permet de gagner du temps et d'optimiser la présentation des informations. Par exemple, lorsqu'un nouveau lead arrive, le workflow se déclenche automatiquement pour télécharger les données nécessaires, créer une nouvelle feuille de calcul et générer une présentation sur mesure.
- Étape 1 : Le déclencheur 'New Leads Arrived' surveille un dossier spécifique sur Google Drive pour détecter l'arrivée de nouveaux leads.
- Étape 2 : Le workflow utilise le nœud 'Get all Leads' pour récupérer toutes les informations des leads présents dans une feuille Google Sheets.
- Étape 3 : Ensuite, le nœud 'Download by ID' permet de télécharger un modèle de présentation depuis Google Drive.
- Étape 4 : Avec 'Create Custom Presentation', le workflow génère une présentation personnalisée en intégrant les données des leads. Enfin, les présentations sont organisées dans un dossier spécifique grâce au nœud 'MoveToLeadListFolder'. Les bénéfices business de ce workflow sont significatifs : il réduit le temps consacré à la création manuelle de présentations, minimise les erreurs humaines et assure une présentation cohérente et professionnelle des informations des leads. En intégrant cette automatisation n8n, les équipes peuvent se concentrer sur des tâches à plus forte valeur ajoutée.
Workflow n8n Google Sheets, Google Slides : vue d'ensemble
Schéma des nœuds et connexions de ce workflow n8n, généré à partir du JSON n8n.
Workflow n8n Google Sheets, Google Slides : détail des nœuds
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"id": "eF84e2NyJWTCVClW",
"meta": {
"instanceId": "5ce52989094be90be3b3bdd9ed9cee1d7ce1fcecaa598afaec4a50646d32e291",
"templateCredsSetupCompleted": true
},
"name": "Create Custom Presentations per Lead",
"tags": [
{
"id": "fSDcaaN3w5sV5e3S",
"name": "Templates",
"createdAt": "2025-02-23T15:20:47.262Z",
"updatedAt": "2025-02-23T15:20:47.262Z"
},
{
"id": "iMiiPG3ObM1yILch",
"name": "SD - Sales",
"createdAt": "2025-02-23T15:27:45.789Z",
"updatedAt": "2025-02-23T15:28:28.561Z"
}
],
"nodes": [
{
"id": "4cc04b1c-d97d-4d5a-b614-ba22b7b447bd",
"name": "Download by ID",
"type": "n8n-nodes-base.googleDrive",
"position": [
-280,
160
],
"parameters": {
"fileId": {
"__rl": true,
"mode": "id",
"value": "={{ $json.id }}"
},
"options": {},
"operation": "download"
},
"credentials": {
"googleDriveOAuth2Api": {
"id": "J7noNRzf26R3DpFF",
"name": "Jim Privat"
}
},
"typeVersion": 3
},
{
"id": "8d550abf-a5f8-424d-8bfb-d9a9732eb93f",
"name": "MoveToLeadListFolder",
"type": "n8n-nodes-base.googleDrive",
"position": [
1060,
160
],
"parameters": {
"fileId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Create new Sheet').first().json.spreadsheetId }}"
},
"driveId": {
"__rl": true,
"mode": "list",
"value": "My Drive"
},
"folderId": {
"__rl": true,
"mode": "id",
"value": "=1-oMQTyijYXNmt-Dwh748JFjlDZVCu6ii"
},
"operation": "move"
},
"credentials": {
"googleDriveOAuth2Api": {
"id": "J7noNRzf26R3DpFF",
"name": "Jim Privat"
}
},
"typeVersion": 3
},
{
"id": "4872b5ec-6dda-4920-b6e2-120bdc273c00",
"name": "Add Presentation ID to Lead List",
"type": "n8n-nodes-base.googleSheets",
"position": [
1740,
160
],
"parameters": {
"columns": {
"value": {
"Email": "={{ $('Get all Leads').item.json.Email }}",
"PresentationID": "={{ $json.presentationId }}"
},
"schema": [
{
"id": "First Name",
"type": "string",
"display": true,
"required": false,
"displayName": "First Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Last Name",
"type": "string",
"display": true,
"required": false,
"displayName": "Last Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Full Name",
"type": "string",
"display": true,
"required": false,
"displayName": "Full Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Title",
"type": "string",
"display": true,
"required": false,
"displayName": "Title",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Email",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Email",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Company",
"type": "string",
"display": true,
"required": false,
"displayName": "Company",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Contact Location",
"type": "string",
"display": true,
"required": false,
"displayName": "Contact Location",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Employees",
"type": "string",
"display": true,
"required": false,
"displayName": "Employees",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Phone",
"type": "string",
"display": true,
"required": false,
"displayName": "Phone",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Industry",
"type": "string",
"display": true,
"required": false,
"displayName": "Industry",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Country",
"type": "string",
"display": true,
"required": false,
"displayName": "Country",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "State",
"type": "string",
"display": true,
"required": false,
"displayName": "State",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "City",
"type": "string",
"display": true,
"required": false,
"displayName": "City",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "PresentationID",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "PresentationID",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Keywords",
"type": "string",
"display": true,
"required": false,
"displayName": "Keywords",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "row_number",
"type": "string",
"display": true,
"removed": false,
"readOnly": true,
"required": false,
"displayName": "row_number",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [
"Email"
]
},
"options": {},
"operation": "update",
"sheetName": {
"__rl": true,
"mode": "id",
"value": "={{ $('Create new Sheet').first().json.sheets[0].properties.sheetId }}"
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Create new Sheet').first().json.spreadsheetId }}"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "tO62CXNbmAYSCBIY",
"name": "Midgard"
}
},
"typeVersion": 4.5
},
{
"id": "afe225e3-fb82-4091-8310-6645d883c54d",
"name": "Get all Leads",
"type": "n8n-nodes-base.googleSheets",
"position": [
840,
160
],
"parameters": {
"options": {},
"sheetName": {
"__rl": true,
"mode": "id",
"value": "={{ $('Create new Sheet').first().json.sheets[0].properties.sheetId }}"
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Create new Sheet').first().json.spreadsheetId }}"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "tO62CXNbmAYSCBIY",
"name": "Midgard"
}
},
"executeOnce": true,
"typeVersion": 4.5
},
{
"id": "635c62cf-4369-442b-8fd7-be2e4caa6ebc",
"name": "Create new Sheet",
"type": "n8n-nodes-base.googleSheets",
"position": [
0,
40
],
"parameters": {
"title": "=Leads_{{ $now.setZone('Europe/Berlin').toFormat('yyyy-dd-MM') }}",
"options": {},
"resource": "spreadsheet",
"sheetsUi": {
"sheetValues": [
{
"title": "sample_data"
}
]
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "tO62CXNbmAYSCBIY",
"name": "Midgard"
}
},
"typeVersion": 4.5
},
{
"id": "d55c0f32-b74a-484a-b759-9ca1c4cf8d65",
"name": "Merge Data for new Lead Document",
"type": "n8n-nodes-base.googleSheets",
"position": [
580,
160
],
"parameters": {
"columns": {
"value": {},
"schema": [
{
"id": "First Name",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "First Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Last Name",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Last Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Full Name",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Full Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Title",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Title",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Email",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Email",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Company",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Company",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Contact Location",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Contact Location",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Employees",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Employees",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Phone",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Phone",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Industry",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Industry",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Country",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Country",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "State",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "State",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "City",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "City",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Keywords",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Keywords",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "autoMapInputData",
"matchingColumns": []
},
"options": {
"useAppend": true
},
"operation": "append",
"sheetName": {
"__rl": true,
"mode": "id",
"value": "={{ $('Create new Sheet').first().json.sheets[0].properties.sheetId }}"
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Create new Sheet').first().json.spreadsheetId }}"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "tO62CXNbmAYSCBIY",
"name": "Midgard"
}
},
"typeVersion": 4.5
},
{
"id": "9d93741a-93b2-4556-9f2e-2d40617c69ac",
"name": "New Leads Arrived",
"type": "n8n-nodes-base.googleDriveTrigger",
"position": [
-800,
160
],
"parameters": {
"event": "fileCreated",
"options": {},
"pollTimes": {
"item": [
{
"mode": "everyMinute"
}
]
},
"triggerOn": "specificFolder",
"folderToWatch": {
"__rl": true,
"mode": "list",
"value": "1GYT9Z8_BnqqY9dqsMpFWJqjeNVsq_xTY",
"cachedResultUrl": "https://drive.google.com/drive/folders/1GYT9Z8_BnqqY9dqsMpFWJqjeNVsq_xTY",
"cachedResultName": "__cmath"
}
},
"credentials": {
"googleDriveOAuth2Api": {
"id": "J7noNRzf26R3DpFF",
"name": "Jim Privat"
}
},
"typeVersion": 1
},
{
"id": "174ff078-e06a-47c3-93c2-441667e0f8e5",
"name": "File Type?",
"type": "n8n-nodes-base.switch",
"position": [
-560,
160
],
"parameters": {
"rules": {
"values": [
{
"outputKey": "csv",
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.mimeType }}",
"rightValue": "text/csv"
}
]
},
"renameOutput": true
},
{
"outputKey": "xlsx",
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "c2f2fb50-a750-4870-aff7-11df142a9be5",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.mimeType }}",
"rightValue": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
}
]
},
"renameOutput": true
}
]
},
"options": {}
},
"typeVersion": 3.2
},
{
"id": "23d71fb1-c8f2-4144-a40e-be378aa2043a",
"name": "Combine Empty New Document with CSV Data",
"type": "n8n-nodes-base.merge",
"position": [
300,
160
],
"parameters": {
"mode": "chooseBranch",
"useDataOfInput": 2
},
"typeVersion": 3
},
{
"id": "195d7ed6-7dc0-4f49-8256-f47b4c8d426b",
"name": "Create Custom Presentation",
"type": "n8n-nodes-base.googleSlides",
"position": [
1520,
160
],
"parameters": {
"textUi": {
"textValues": [
{
"text": "{COMPANYNAME}",
"replaceText": "={{ $('Get all Leads').item.json.Company }}"
},
{
"text": "{Testdurchgestrichen}",
"replaceText": "={{ $('Get all Leads').item.json['Full Name'] }}"
},
{
"text": "{nichtdurchgestrichen}",
"replaceText": "={{ $('Get all Leads').item.json['First Name'] }}"
}
]
},
"options": {},
"operation": "replaceText",
"presentationId": "={{ $json.id }}"
},
"credentials": {
"googleSlidesOAuth2Api": {
"id": "e9cejsZpBHAaXKv0",
"name": "GSlides Midgard"
}
},
"typeVersion": 2
},
{
"id": "97d47391-20ea-4db7-bdf6-22eebc22a9dd",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
980,
60
],
"parameters": {
"color": 4,
"width": 960,
"height": 340,
"content": "# Duplicate Template and Create Custom Presentations"
},
"typeVersion": 1
},
{
"id": "acded411-6cdf-489a-bb14-c7c14cdaee23",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-320,
-120
],
"parameters": {
"color": 4,
"width": 1300,
"height": 520,
"content": "# Create New Google Sheets and Insert Data from CSV file"
},
"typeVersion": 1
},
{
"id": "9dd9e32a-5c1b-4faf-8054-63b66f5dd24e",
"name": "Extract Information from CSV file",
"type": "n8n-nodes-base.extractFromFile",
"position": [
0,
220
],
"parameters": {
"options": {
"encoding": "utf-8",
"delimiter": ",",
"headerRow": true
}
},
"typeVersion": 1
},
{
"id": "0329eabe-dee1-41fd-a7eb-017343523e40",
"name": "Copy Presentation Template",
"type": "n8n-nodes-base.googleDrive",
"position": [
1300,
160
],
"parameters": {
"name": "={{ $('Get all Leads').item.json.Company }} X MYCOMPANYNAME_{{ $now.setZone('Europe/Berlin').toFormat('yyyy-dd-MM') }}",
"fileId": {
"__rl": true,
"mode": "list",
"value": "1FtMBECbZY-9gSW6L6DtioOOJv-V9LXduEjZO0pp-NmA",
"cachedResultUrl": "https://docs.google.com/presentation/d/1FtMBECbZY-9gSW6L6DtioOOJv-V9LXduEjZO0pp-NmA/edit?usp=drivesdk",
"cachedResultName": "Stardawn Updated"
},
"driveId": {
"__rl": true,
"mode": "list",
"value": "My Drive"
},
"options": {},
"folderId": {
"__rl": true,
"mode": "list",
"value": "1Yu2s72rgOJlz1-tMuzlaeN8UZezYftRT",
"cachedResultUrl": "https://drive.google.com/drive/folders/1Yu2s72rgOJlz1-tMuzlaeN8UZezYftRT",
"cachedResultName": "Custom Presentations"
},
"operation": "copy",
"sameFolder": false
},
"credentials": {
"googleDriveOAuth2Api": {
"id": "J7noNRzf26R3DpFF",
"name": "Jim Privat"
}
},
"typeVersion": 3
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "bd03e5b5-be73-444f-a1e6-f037db77a01b",
"connections": {
"File Type?": {
"main": [
[
{
"node": "Download by ID",
"type": "main",
"index": 0
}
]
]
},
"Get all Leads": {
"main": [
[
{
"node": "MoveToLeadListFolder",
"type": "main",
"index": 0
}
]
]
},
"Download by ID": {
"main": [
[
{
"node": "Extract Information from CSV file",
"type": "main",
"index": 0
},
{
"node": "Create new Sheet",
"type": "main",
"index": 0
}
]
]
},
"Create new Sheet": {
"main": [
[
{
"node": "Combine Empty New Document with CSV Data",
"type": "main",
"index": 0
}
]
]
},
"New Leads Arrived": {
"main": [
[
{
"node": "File Type?",
"type": "main",
"index": 0
}
]
]
},
"MoveToLeadListFolder": {
"main": [
[
{
"node": "Copy Presentation Template",
"type": "main",
"index": 0
}
]
]
},
"Copy Presentation Template": {
"main": [
[
{
"node": "Create Custom Presentation",
"type": "main",
"index": 0
}
]
]
},
"Create Custom Presentation": {
"main": [
[
{
"node": "Add Presentation ID to Lead List",
"type": "main",
"index": 0
}
]
]
},
"Merge Data for new Lead Document": {
"main": [
[
{
"node": "Get all Leads",
"type": "main",
"index": 0
}
]
]
},
"Extract Information from CSV file": {
"main": [
[
{
"node": "Combine Empty New Document with CSV Data",
"type": "main",
"index": 1
}
]
]
},
"Combine Empty New Document with CSV Data": {
"main": [
[
{
"node": "Merge Data for new Lead Document",
"type": "main",
"index": 0
}
]
]
}
}
}Workflow n8n Google Sheets, Google Slides : pour qui est ce workflow ?
Ce workflow s'adresse aux équipes commerciales et marketing des PME et grandes entreprises qui souhaitent optimiser leur processus de gestion des leads. Un niveau technique intermédiaire est recommandé pour la mise en place de cette automatisation n8n.
Workflow n8n Google Sheets, Google Slides : problème résolu
Ce workflow résout le problème de la création manuelle de présentations pour chaque lead, un processus souvent long et sujet à des erreurs. En automatisant cette tâche, les utilisateurs peuvent éliminer les frustrations liées à la gestion des données et gagner un temps précieux. De plus, cela réduit le risque d'incohérences dans les présentations, garantissant ainsi une communication professionnelle et efficace avec les prospects.
Workflow n8n Google Sheets, Google Slides : étapes du workflow
Étape 1 : 'New Leads Arrived' déclenche le workflow lorsqu'un nouveau lead est détecté.
- Étape 1 : 'Get all Leads' récupère les informations des leads dans Google Sheets.
- Étape 2 : 'Download by ID' télécharge le modèle de présentation depuis Google Drive.
- Étape 3 : 'Create Custom Presentation' génère une présentation personnalisée pour le lead.
- Étape 4 : 'MoveToLeadListFolder' organise la présentation dans le dossier approprié.
Workflow n8n Google Sheets, Google Slides : guide de personnalisation
Pour personnaliser ce workflow, vous pouvez modifier l'ID du fichier dans le nœud 'Download by ID' pour utiliser un modèle de présentation différent. Dans le nœud 'Get all Leads', assurez-vous que le nom de la feuille correspond à celle que vous utilisez. Vous pouvez également ajuster les paramètres dans 'Create Custom Presentation' pour personnaliser le contenu de la présentation. Enfin, pour sécuriser le flux, pensez à configurer les autorisations d'accès appropriées sur Google Drive et Google Sheets.