Automate weekly timesheet reporting with Salesforce, OpenAI and Gmail
Weekly Timesheet Report + Pending Submissions Workflow Overview This workflow automates the entire weekly timesheet reporting cycle by integrating Salesforce, OpenAI, Gmail, and n8n. It retrieves employee timesheets f...
Template notes
Weekly Timesheet Report + Pending Submissions Workflow
Overview This workflow automates the entire weekly timesheet reporting cycle by integrating Salesforce, OpenAI, Gmail, and n8n. It retrieves employee timesheets for the previous week, identifies which were submitted or not, summarizes all line-item activities using OpenAI, and delivers a consolidated, manager-ready summary that mirrors the final email output.
The workflow eliminates manual checking, reduces repeated follow-ups, and ensures leadership receives an accurate, structured, and consistent weekly report.
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Workflow Structure
Data Source: Salesforce DBT Timesheet App This workflow requires the Digital Biz Tech – Simple Timesheet managed package to be installed in Salesforce.
Install the Timesheet App: [https://appexchange.salesforce.com/appxListingDetail?listingId=a077704c-2e99-4653-8bde-d32e1fafd8c6](https://appexchange.salesforce.com/appxListingDetail?listingId=a077704c-2e99-4653-8bde-d32e1fafd8c6)
The workflow retrieves: