Automate Sales Report Generation and Distribution

• Automate weekly sales reporting for sales teams
• Generate insights from sales data for management reviews
• Distribute sales performance updates to stakeholders

Triggers weekly using a cron job Calculates the date range for the previous week Fetches sales data from HubSpot Aggregates KPIs and generates a narrative report using OpenAI Logs the report in Google Sheets Sends email notifications to management Posts updates in Slack for team visibility

1. 1
   Import the workflow template into your n8n instance
2. 2
   Configure the HubSpot and Google Sheets credentials
3. 3
   Set up the SMTP credentials for email notifications
4. 4
   Adjust the Slack channel settings for notifications
5. 5
   Activate the workflow to start generating reports