Generate Sales Coaching Reports from Activity Data

• 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

1. 1
   Import the workflow template into your n8n instance
2. 2
   Configure the sales API credentials for data fetching
3. 3
   Set up Notion and SMTP credentials for publishing and emailing
4. 4
   Adjust the cron schedule if necessary to fit your needs
5. 5
   Test the workflow to ensure all connections and actions function correctly