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Intelligent AI Data Analysis Assistant (Template | Your First AI Data Analyst)

This workflow is an intelligent data analysis assistant that integrates advanced AI language models with Google Sheets, allowing users to perform data queries and analysis through natural language. Users can easily ask questions, and the AI agent automatically filters, calculates, and aggregates data, returning structured analysis results. The system simplifies complex date and status filtering, making it suitable for scenarios such as e-commerce, finance, and customer service, helping non-technical users quickly extract business insights and improve work efficiency.

Workflow Diagram
Intelligent AI Data Analysis Assistant (Template | Your First AI Data Analyst) Workflow diagram

Workflow Name

Intelligent AI Data Analysis Assistant (Template | Your First AI Data Analyst)

Key Features and Highlights

This workflow integrates advanced AI language models (such as GPT-4o) with Google Sheets data to enable intelligent, natural language-based data querying and analysis. Users input questions via a chat interface, and the AI agent automatically invokes multiple tools to filter, compute, and aggregate data, ultimately delivering structured and easy-to-understand analytical results. The workflow supports flexible date and status filtering and modularizes complex query tasks through sub-workflow components.

Core Problems Addressed

  • Traditional Google Sheets data filtering and date range queries are complex and inefficient.
  • Manual analysis of large volumes of transaction data is time-consuming and error-prone.
  • Non-technical users struggle to extract valuable business insights directly from spreadsheet data.
  • There is a need for natural language interaction to simplify the data querying process.

Use Cases

  • E-commerce or retail businesses quickly querying sales, refunds, and transaction status statistics.
  • Finance teams automating the generation of revenue and refund reports.
  • Customer service teams obtaining real-time transaction data support via chatbots.
  • Data analysts rapidly validating and extracting key information to improve work efficiency.

Main Workflow Steps

  1. Chat Trigger: The user submits a query through the chat interface (e.g., “Query the number of refunds within a specific time period”).
  2. AI Agent Processing: The AI agent interprets user intent, selects appropriate tools, and uses the language model to understand and generate responses.
  3. Data Filtering: Google Sheets API is called via custom HTTP requests to perform complex filtering based on date ranges.
  4. Data Transformation: A custom code node converts JSONP data returned by the Google Visualization API into standard JSON format.
  5. Status Filtering: Transactions are filtered by status according to user requirements (e.g., Completed, Refund, Error).
  6. Data Aggregation: Filtered data is aggregated to provide the AI model with comprehensive context.
  7. Auxiliary Tools: Calculator nodes support complex mathematical operations; sub-workflows modularize data filtering logic.
  8. Result Delivery: The AI agent returns the final analysis results to the user via the chat interface.

Systems and Services Involved

  • Google Sheets API (connected via OAuth2 authorization)
  • OpenAI GPT-4o language model
  • Built-in n8n nodes: code execution nodes, filters, aggregators, sub-workflow triggers, etc.
  • Langchain AI integration nodes: chat triggers, AI agents, memory buffers, and more.

Target Users and Value Proposition

  • E-commerce operators and finance personnel who need to quickly obtain accurate business analyses from large Google Sheets datasets.
  • Enterprise users seeking to lower the barrier for data queries by interacting with data through natural language.
  • Automation experts and data engineers building intelligent data analysis assistants to enhance team productivity.
  • Managers and analysts aiming to leverage AI-assisted decision-making for smarter business operations.

This workflow is designed by Solomon, a seasoned automation and data analysis expert, featuring comprehensive annotations and demonstrations to help users quickly get started and customize according to their needs. By combining powerful AI comprehension capabilities with flexible data manipulation interfaces, it achieves seamless integration of human-computer interaction and intelligent data analysis.