Use Cases
- Automate monthly commission reporting for finance teams.
- Fetch and analyze sales data from HubSpot.
- Calculate commissions based on dynamic rates.
- Store financial data in Google Sheets for easy access.
- Notify stakeholders via email when reports are ready.
How It Works
Triggers monthly at 06:00 UTC on the 1st. Fetches all closed deals from HubSpot for the previous month. Calculates commissions based on predefined rates. Writes the commission data to a specified Google Sheets document. Sends an email notification to the finance team.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure HubSpot API credentials for deal fetching.
- 3Set up Google Sheets credentials for writing data.
- 4Adjust commission rates as needed in the Commission Rates Table node.
- 5Test the workflow to ensure all connections are functioning correctly.
Apps Used
HubSpot
Google Sheets
SMTP
Categories
Target Roles
Industries
Tags
#process automation
#email automation
#workflow management