- Automate weekly sales performance reporting
- Provide personalized coaching insights to sales representatives
- Streamline communication of sales metrics and activities
- Enhance team collaboration through Slack notifications
- Centralize coaching reports in Notion for easy access
Triggers weekly at a specified time using a cron schedule Fetches recent sales activity data from a sales platform Groups activities by sales representative for personalized analysis Utilizes AI to generate coaching reports based on activity data Parses the AI-generated content into structured JSON format Publishes the coaching reports to Notion for record-keeping Sends personalized emails to sales reps with their insights Notifies the sales leadership team via Slack about new reports
- 1Import the workflow template into your n8n instance
- 2Configure the sales API credentials for data fetching
- 3Set up Notion and SMTP credentials for publishing and emailing
- 4Adjust the cron schedule if necessary to fit your needs
- 5Test the workflow to ensure all connections and actions function correctly