Generate daily sales reports from Google Sheets with formatted email summaries

Description:

Automate your daily sales reporting process with this powerful n8n workflow that reads data from Google Sheets, summarizes key metrics, and sends a beautifully formatted email report. Perfect for sales teams, operations managers, founders, or marketing leads who want a hands-free update on team performance every day.

This template intelligently parses sales activity, validates if meaningful data is present (like calls or prospecting counts), and dynamically generates both HTML and plain-text reports. Whether you're logging outbound efforts or tracking pipeline-building activities, this automation ensures you never miss a beat.

What This Template Does (Step-by-Step)

🚀 Trigger: Manually triggered (can be scheduled with Cron) to kickstart the report generation process.

📊 Read Google Sheet: - Pulls your daily outreach or sales data from a connected Google Sheet. - Sheet contains records with fields like Name, Email, Calls, and Prospecting.

🔍 Check for Valid Records: Filters to ensure at least some records contain meaningful activity (non-empty calls or prospecting fields).

🧠 Generate Report (Conditional Logic) If data exists: