Workflow templateEmail the team a daily sales summary
Reads the day's sales from your sheet and emails the team totals and top performers.
Workflow illustration
01Trigger
TriggerEvery day at 06:00 PM UTC, read today's rows from the Google Sheets spreadsheet id you choose in setup.
02
Custom stepAdd up revenue and deal count.
03
Custom stepWork out the top three reps by closed amount.
04Gm
GmailEmail 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.
05
OutputFinish
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
- 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 my Gmail account, one a day, skipping the send if today's summary already went out.
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Google Sheets
Gmail