- Generate weekly win/loss reports for sales teams
- Automate insights extraction from closed deals
- Store analytical reports in Notion for easy access
- Update Google Sheets with sales performance metrics
- Notify team members about report readiness via Slack
Triggers weekly to fetch closed deals from HubSpot Filters deals from the last week to identify wins and losses Analyzes closed deals using GPT-4 for insights Parses the generated JSON response for structured data Creates a report in Notion and appends data to Google Sheets Sends a notification to the sales team on Slack
- 1Import the workflow template into n8n
- 2Set up credentials for HubSpot, Notion, Google Sheets, and OpenAI
- 3Adjust the Notion database ID and Google Sheets ID as needed
- 4Test the workflow to ensure data fetching and processing work correctly
- 5Schedule the workflow to run weekly as desired