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Workflow template

Email the team a daily sales summary

Reads the day's sales from your sheet and emails the team totals and top performers.

How it runs

This is the brief Whenever builds from. Change any of it in plain words before you publish.

When

Every day at 06:00 PM UTC, read today's rows from the Google Sheets spreadsheet id you choose in setup.

Then

  1. Add up revenue and deal count.
  2. Work out the top three reps by closed amount.
  3. Email the team a formatted daily sales summary with those totals from my Gmail account, one a day, skipping the send if today's summary already went out.

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