Rastreador de rendimiento del representante de ventas

• •Bot Token de Slack o URL de Webhook
• •Clave de API de Notion
• •Credenciales de API de Google Sheets
• •Clave de API de OpenAI

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  "name": "Sales Rep Performance Tracker",
  "tags": [],
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        "content": "## 📦 Fetch All Deals from HighLevel CRM\n**Action:**  \n- Retrieves all opportunities (deals) from the connected HighLevel CRM.  \n\n**Description:**  \n- Uses `getAll` operation to pull unlimited deal records.  \n- Captures key fields for performance tracking:  \n  - Deal name, stage, assigned rep, value, client/company name, and update date.  \n- Provides the raw dataset for later data cleaning and aggregation.  \n- Ensures every deal is included for accurate sales metrics.\n"
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        "content": "## 🔍 Validate Deal Fetch Success (IF Node)\n**Action:**  \nChecks if the fetched deal records contain valid IDs.  \n\n**Description:**  \nActs as a validation gate to ensure data integrity.  \nIf `deal_id` is present → continue to processing.  \nIf missing or empty → trigger the error logging branch.  \nPrevents downstream errors by stopping invalid data early.\n"
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        "content": "## 🚨 Log Fetch or Validation Errors (Error Handling Node)\n**Action:**  \nAppends failed records or errors into a Google Sheets error log.  \n\n**Description:**  \nLogs all failed deal records for manual review or debugging.  \nEach log includes `error_id` and `error` details for traceability.  \nProvides a centralized view of all CRM fetch or data validation issues.  \nHelps maintain clean and reliable automation flow.\n"
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        "content": "## 🧠 GPT-4o Model Configuration\n**Action:**  \n- Configures GPT-4o (Azure OpenAI) model for language generation.  \n\n**Description:**  \n- Defines system role for generating short, friendly, motivational messages.  \n- Ensures tone consistency and optimized token usage.  \n- Connects to downstream LangChain AI Agent node for contextual outputs.  \n- Enables scalable and automated message generation via OpenAI.\n"
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        "content": "## 🧾 Generate Notion Performance Dashboard\n**Action:**  \n- Creates a personalized performance page for each rep in Notion.  \n\n**Description:**  \n- Generates a Notion page titled “{rep_id} - Sales Rep Performance Tracker”.  \n- Includes performance stats, motivational summary, and leaderboard context:  \n  - Total deals, total value, deals won, average value.  \n- Explains business value: transparent visibility → healthy competition.  \n- Refreshes daily for up-to-date tracking and motivation.  \n"
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        "content": "## ⚙️ Transform Data for AI Input\n**Action:**  \n- Prepares formatted JSON data for AI-based Slack message generation.  \n\n**Description:**  \n- Collects summarized data per rep and flattens it for GPT input.  \n- Returns each record as an individual AI-friendly item.  \n- Ensures smooth handoff to GPT node for text generation.  \n- Critical for maintaining consistency between stats and motivational messages.\n"
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        "content": "## 🤖 AI-Generated Motivational Slack Messages\n**Action:**  \n- Uses GPT-4o via LangChain to create custom Slack messages per rep.  \n\n**Description:**  \n- Takes summarized performance data and crafts 2–3 line motivational blurbs.  \n- Includes emojis 🎯🔥💪 for energy and tone.  \n- Mentions rep_id and highlights achievements positively.  \n- Keeps output concise for Slack readability.  \n- Human-like, encouraging messages improve team morale and competition.  \n"
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        "content": "## 💬 Notify Sales Team in Slack\n**Action:**  \n- Sends AI-generated motivational summaries to the Slack channel or user.  \n\n**Description:**  \n- Posts formatted messages directly in Slack via Slack API.  \n- Targets specific user or sales channel for transparency.  \n- Reinforces accountability and recognition.  \n- Builds engagement and team motivation with daily leaderboard updates.  \n"
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        "resource": "opportunity",
        "operation": "getAll",
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        "content": "## 🧹 Clean & Structure Deal Data\n**Action:**  \n- Transforms raw CRM data into clean, structured records.  \n\n**Description:**  \n- Extracts and normalizes key fields into a consistent schema:  \n  - Deal ID, Rep ID, Client Name, Status, Stage ID, Value, Updated At.  \n- Removes nulls and handles missing data (e.g., “Unassigned”, “Unknown”).  \n- Prepares the dataset for further analysis and grouping by rep.  \n- Simplifies the JSON format for easy downstream processing.\n"
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      "parameters": {
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        "content": "## 📊 Summarize Sales by Representative\n**Action:**  \n- Aggregates deal-level data into performance summaries per sales rep.  \n\n**Description:**  \n- Groups deals by `rep_id` and computes:  \n  - Total deals handled  \n  - Total deal value  \n  - Total won deals  \n  - Average deal value per rep  \n- Provides a summarized dataset for leaderboard and performance visualization.  \n- Enables tracking of who’s closing deals effectively and who needs support.\n"
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        "jsCode": "const deals = $input.all().map(i => i.json);\n\nconst cleaned = deals.map(d => ({\n  deal_id: d.id,\n  deal_name: d.name,\n  rep_id: d.assignedTo || \"Unassigned\",\n  status: d.status,\n  stage_id: d.pipelineStageId,\n  value: d.monetaryValue || 0,\n  client_name: d.relations?.[0]?.contactName || \"Unknown\",\n  company_name: d.relations?.[0]?.companyName || \"\",\n  updated_at: d.updatedAt\n}));\n\nreturn cleaned.map(c => ({ json: c }));\n"
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    {
      "id": "de0e86ce-8d99-40bb-8e9a-a25773785f72",
      "name": "Resumir ventas por representante",
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        "jsCode": "const deals = $input.all().map(i => i.json);\n\n// Object to hold totals per rep\nconst summary = {};\n\nfor (const d of deals) {\n  const rep = d.rep_id || \"Unassigned\";\n  if (!summary[rep]) {\n    summary[rep] = {\n      rep_id: rep,\n      total_deals: 0,\n      total_value: 0,\n      won_deals: 0,\n    };\n  }\n\n  summary[rep].total_deals += 1;\n  summary[rep].total_value += d.value || 0;\n\n  // If your GHL marks won deals as 'won' or similar\n  if (d.status && d.status.toLowerCase().includes(\"won\")) {\n    summary[rep].won_deals += 1;\n  }\n}\n\n// Convert to array for output\nreturn Object.values(summary).map(rep => ({\n  json: {\n    rep_id: rep.rep_id,\n    total_deals: rep.total_deals,\n    total_value: rep.total_value,\n    won_deals: rep.won_deals,\n    avg_value: rep.total_value / rep.total_deals,\n  },\n}));\n"
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      "name": "Generar panel de rendimiento Notion",
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        "title": "={{ $json[\"rep_id\"] }} - Sales Rep Performance Tracker\n",
        "pageId": {
          "__rl": true,
          "mode": "id",
          "value": "265802b91fa080f69fffd0fc1daffe3d"
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              "type": "heading_1",
              "richText": true
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            {
              "textContent": "=👋 Hello {{$json[\"rep_id\"]}}, here’s your latest performance update! 🎉  \n\n**Sales Rep Performance Tracker**  \n🔎 **Problem:** No visibility into which rep is actually performing well.  \n✅ **Solution:** Track your daily performance, updated every midnight.\n\nHere’s your performance summary for today:  \n- 📊 **Total Deals:** {{$json[\"total_deals\"]}}  \n- 💰 **Total Value:** {{$json[\"total_value\"]}}  \n- 🏆 **Deals Won:** {{$json[\"won_deals\"]}}  \n- 📈 **Average Deal Value:** {{$json[\"avg_value\"]}}\n\n📅 **Next Update:** The leaderboard will be refreshed every day at midnight to show your ranking alongside your peers.  \n\n**Value:** Transparent performance insights → healthy competition → better accountability.  \n\nKeep up the great work and aim for the top! 🚀  \nStatus: *Ongoing* |"
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