Automate Sales Performance Tracking with AI and Google Sheets

This workflow automates the tracking of sales reps' performance by aggregating data from CRM and communication logs, analyzing it with AI, and storing insights in Google Sheets. It helps managers focus on coaching rather than manual reporting.

The workflow is designed to run on a daily schedule, pulling data from CRM and telephony/email logs to track individual sales rep activities such as calls, emails, and meetings. It uses OpenAI to analyze these activities, identify patterns, and provide coaching insights. The results are formatted and sent as a Slack message to managers and stored in Airtable for historical reference. This automation frees up managers from the tedious task of manual report building, allowing them to concentrate o
Platform
n8n
Category
Sales
Price
$14.99
Creator
Isla Campbell

How to import this workflow into n8n

  1. 1Purchase or download the workflow to get the n8n workflow JSON file.
  2. 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
  3. 3Open each node marked with a credential warning and connect your own accounts and API keys.
  4. 4Run the workflow once manually to verify the data flow, then toggle it to Active.

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