Generate Daily Sales Reports from Google Sheets with Formatted Email Summaries
Automates daily sales reporting by pulling data from Google Sheets, summarizing metrics like calls and prospecting, and sending formatted HTML/plain-text email reports.
This n8n workflow streamlines daily sales reporting by reading outreach data from Google Sheets, including fields like Name, Email, Calls, and Prospecting. It filters for meaningful activity, computes totals for calls, prospecting, and record counts, then generates professional HTML tables with summaries or a 'no data' message if empty.
Key benefits include hands-free performance updates for sales teams, dynamic report formatting for better readability, and conditional logic to avoid unnecessary emails. It saves hours of manual compilation, ensures consistency, and supports scheduled execution via Cron for true automation.
Ideal use cases: Daily standups for sales managers, prospecting activity tracking for founders/marketing leads, inside sales team reviews, or operations dashboards. Perfect for businesses logging outbound efforts or pipeline activities, delivering actionable insights via email every day.
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How to import this workflow into n8n
- 1Purchase or download the workflow to get the n8n workflow JSON file.
- 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
- 3Open each node marked with a credential warning and connect your own accounts and API keys.
- 4Run the workflow once manually to verify the data flow, then toggle it to Active.
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