When
Every day at 06:00 PM UTC, read today's rows from the Google Sheets spreadsheet id you choose in setup.
Workflow starter brief
Email the team a daily sales summary
Reads the day's sales from your sheet and emails the team totals and top performers.
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Proposed workflow
A starting brief, not a preconfigured workflow or proof of a completed outcome. Review the generated steps and test with your accounts before publishing.
Then
- Add up revenue and deal count.
- Work out the top three reps by closed amount.
- Email the team a formatted daily sales summary with those totals from your Gmail account, one a day, skipping the send if today's summary already went out.
Before you publish
Connect the accounts and credentials it needs first. Optional AI steps use AI at runtime and their output can vary, so review the workflow and test it before publishing.
Apps it connects
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Agents should build your automations, not be them
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