Track & analyze sales performance with AI insights and Google Sheets

This workflow contains community nodes that are only compatible with the self-hosted version of n8n.

This workflow automatically tracks individual sales rep performance—calls, emails, meetings, quota attainment—and surfaces coaching insights. Free your managers from manual report building and focus on improvement.

Overview

On a daily schedule, the workflow queries CRM and telephony/email logs, aggregating activity metrics per rep. OpenAI analyzes patterns, flags underperformance or standout achievements, and suggests tailored coaching tips. Results are delivered as a nicely formatted Slack message and stored in Airtable.

Tools Used

- n8n – Automation backbone - CRM + Telephony APIs – Provide activity data - OpenAI – Generates insights and coaching tips - Slack – Sends manager digest - Airtable – Maintains historical performance records

How to Install

1. Import the Workflow into n8n. 2. Connect Data Sources: Add CRM, VoIP, and email API keys. 3. Set Up OpenAI: Enter your API key. 4. Authorize Slack & Airtable. 5. Customize Metrics: Modify the aggregation node to focus on your KPIs.