Use Cases
- Automate monthly commission calculations for sales teams
- Fetch closed-won deals from a CRM to calculate commissions
- Update Google Sheets with commission data for finance reporting
- Send automated emails to sales representatives with commission details
How It Works
Triggers on the 2nd of each month at 05:00 UTC using a cron job Fetches closed-won deals from the CRM for the previous month Calculates commissions based on defined tiers for each sales representative Writes the calculated commissions to a Google Sheet for record-keeping Sends personalized emails to each sales representative with their commission details
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the CRM API credentials for fetching deals
- 3Set up Google Sheets credentials for writing commission data
- 4Configure SMTP settings for sending emails to sales representatives
- 5Test the workflow to ensure all connections and calculations are functioning correctly
Apps Used
Google Sheets
Categories
Target Roles
Tags
#process automation
#email automation
#workflow management