AI Data Analyst Workstation

Who is this for?

Reporting analysts fielding 10 data questions need this Google Sheets data-analyst workflow that answers from a chat message. This workstation is pre-tested for first-try import with exact Sheets and Postgres credential mapping, and ends in a 10-minute answer review.

What problem does this solve?

Opening filters in Google Sheets, pulling extras from Postgres, and re-checking via HTTP request takes ~30 min per answer by hand. From a chat message this workflow queries via Google Sheets request and Get transactions by product name through the AI Agent. You just triage the answer.

What this workflow does

1. AI Agent (AI Agent)
2. OpenAI Chat Model (OpenAI)
3. Google Sheets request (HTTP API)
4. Get transactions by product name (Google Sheets)

How it works

A chat message kicks it off → AI Agent.

Setup

1. Open danielgrey.shop/app/templates/dg-0008 → Copy JSON → n8n → Import from Clipboard (or Push to n8n)
2. Connect credentials: Google Sheets, OpenAI, Postgres
3. Run once manually to verify each branch, then activate.

Requirements

- n8n 2.37 or later
- Credentials for Google Sheets, OpenAI, Postgres
- One-time $129 — yours forever, Pro unlocks it too.

Customising

- Add tools to AI Agent for extra Sheets tabs and Postgres tables.
- Tune the query in Get transactions by product name and Google Sheets request filters.

v2.0 (Sep 2026, n8n 2.x): Sheets gviz workaround replaced with the Google Sheets node (share the sheet with your Google account) plus a date-range filter. Tested on n8n 2.37 (2.x).