Automatically build a marketing spend pivot table in Google Sheets

Automatically rolls up marketing spend by channel into a pivot-style summary in Google Sheets.

How the work actually flows

It branches. Every path runs; all paths must finish before it continues.

Pattern: Parallel Split (2) ยท Synchronisation (3)

flowchart TD trig(["scheduled spend refresh"]):::trigtime s0[("pull spend data")]:::store s1["merge with lookup table"]:::task s2["group and total by channel"]:::task s3[("refresh reporting tab")]:::store trig --> s0 s1 --> s2 s2 --> s3 gx{"+ which sources to combine"}:::gate s0 --> gx p00["pull raw spend rows"]:::task gx -->|"spend data"| p00 p10["pull channel lookup table"]:::task gx -->|"lookup table"| p10 jn{"+ merge data"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"refreshed spend summary table"/]:::out pay{{"always accurate reporting without manual work"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepA record or sheetEvery pathWaits for allResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Spreadsheet & Database OpsReporting & Analytics
Connects
Google Sheets

The problem it solves

Every time you need a spend summary, you are rebuilding pivot tables and re-running VLOOKUPs in Google Sheets by hand. It is easy to make a mistake or forget to refresh the numbers before a meeting.

Who it fits

Marketing analysts and small teams who report on channel spend from Google Sheets.

How it works

  1. The automation pulls raw spend data and a lookup reference table from Google Sheets
  2. It merges the two so each spend row has the right channel labels
  3. Spend is grouped and totaled by name automatically
  4. The reporting tab is cleared and refreshed with the new summary
What you get

A clearer breakdown of channel spend

Your raw marketing spend data is automatically rolled up into a clean channel summary in Google Sheets.

What you get

An always-current pivot-style summary of marketing spend in Google Sheets.

What you need

A Google Sheets account with your spend and lookup data.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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