Informe Semanal de Ventas de Slack (versión Airtable)
Este es unCRMflujo de automatización del dominio deautomatización que contiene 14 nodos.Utiliza principalmente nodos como Code, Merge, Slack, Airtable, ScheduleTrigger. Usar Airtable para generar métricas de tubo de ventas dinámicas para Slack
- •Bot Token de Slack o URL de Webhook
- •Clave de API de Airtable
Nodos utilizados (14)
Categoría
{
"id": "53Zi0qKV30N2PZq9",
"meta": {
"instanceId": "e854ccd1d846d48f876ea4ce7613a148e39ed800c748cb59061b490defde7afd",
"templateCredsSetupCompleted": true
},
"name": "Weekly Slack Sales Report (Airtable Edition)",
"tags": [],
"nodes": [
{
"id": "2488c731-3008-4f49-b7a6-e7ef45007927",
"name": "Nota adhesiva",
"type": "n8n-nodes-base.stickyNote",
"position": [
-496,
-272
],
"parameters": {
"width": 448,
"height": 672,
"content": "## 📩 Weekly Slack Sales Report Automation\n\nSends a weekly pipeline summary to Slack with real sales metrics like open deals, top deal, win rate, weighted pipeline, and total revenue closed.\n\n👤 Who It’s For\n\nSales managers, founders, and revenue teams who want automatic visibility into deal momentum without checking the CRM.\n\n⚙️ How to Set Up\n\t1.\tConnect Airtable and Slack accounts.\n\t2.\tDuplicate this workflow in n8n.\n\t3.\tSet Airtable table + Slack channel in the respective nodes.\n\t4.\tSchedule to run weekly (or trigger manually).\n\n✅ Requirements\n\t•\tAirtable sales pipeline table (with “Status” and “Value” fields)\n\t•\tSlack workspace with webhook or token access\n\t•\tn8n cloud or self-hosted instance\n\n🎨 How to Customize\n\t•\tChange the Slack formatting to match your brand voice\n\t•\tAdd fields like “Deal Owner” or “Close Date” if needed\n\t•\tModify weighting in Code node if your pipeline uses different stages\n\n**Need Help?**\n\nJoin the [Discord](https://discord.com/invite/XPKeKXeB7d) or ask in the [Forum](https://community.n8n.io/)."
},
"typeVersion": 1
},
{
"id": "9cd0f108-3e28-4039-a8a3-b9bf37a28e53",
"name": "Nota adhesiva1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-16,
-608
],
"parameters": {
"color": 7,
"width": 624,
"height": 304,
"content": "Workflow Breakdown\n\t1.\tSearch Airtable for deals marked “Won”\n\t2.\tSearch Airtable again for all other open deals\n\t3.\tMerge results into one array\n\t4.\tSplit & summarize in Code Node 1: format Slack message with open/won stats\n\t5.\tDeeper metrics in Code Node 2: weighted pipeline, total revenue\n\t6.\tSend final message to Slack"
},
"typeVersion": 1
},
{
"id": "3d418639-c107-4ee7-b461-6a492f835c92",
"name": "Disparador programado",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
144,
112
],
"parameters": {
"rule": {
"interval": [
{
"field": "weeks",
"triggerAtDay": [
1
],
"triggerAtHour": 9
}
]
}
},
"typeVersion": 1.2
},
{
"id": "6a5fed72-ce8f-41bf-9f26-be81c5011394",
"name": "Buscar tratos abiertos",
"type": "n8n-nodes-base.airtable",
"position": [
656,
-80
],
"parameters": {
"base": {
"__rl": true,
"mode": "list",
"value": "appGid2SnQKDjgdhy",
"cachedResultUrl": "https://airtable.com/appGid2SnQKDjgdhy",
"cachedResultName": "Airtable to Slack Weekly Report"
},
"table": {
"__rl": true,
"mode": "list",
"value": "tblQq0yUYA7dIZxUr",
"cachedResultUrl": "https://airtable.com/appGid2SnQKDjgdhy/tblQq0yUYA7dIZxUr",
"cachedResultName": "Deals"
},
"options": {},
"operation": "search",
"filterByFormula": "=OR(\n {Status} = \"Qualified\",\n {Status} = \"Proposal Sent\",\n {Status} = \"Negotiation\"\n)"
},
"typeVersion": 2.1
},
{
"id": "a52e60df-e378-40c0-be0a-c3512661b452",
"name": "Buscar tratos ganados",
"type": "n8n-nodes-base.airtable",
"position": [
656,
432
],
"parameters": {
"base": {
"__rl": true,
"mode": "list",
"value": "appGid2SnQKDjgdhy",
"cachedResultUrl": "https://airtable.com/appGid2SnQKDjgdhy",
"cachedResultName": "Airtable to Slack Weekly Report"
},
"table": {
"__rl": true,
"mode": "list",
"value": "tblQq0yUYA7dIZxUr",
"cachedResultUrl": "https://airtable.com/appGid2SnQKDjgdhy/tblQq0yUYA7dIZxUr",
"cachedResultName": "Deals"
},
"options": {},
"operation": "search",
"filterByFormula": "={Status} = \"Won\""
},
"credentials": {
"airtableTokenApi": {
"id": "TYjnodYUe5IcQGV2",
"name": "Airtable Personal Access Token account"
}
},
"typeVersion": 2.1
},
{
"id": "49091bc3-1815-407f-bb1e-79a3c0413171",
"name": "Combinar tratos",
"type": "n8n-nodes-base.merge",
"position": [
1088,
112
],
"parameters": {},
"typeVersion": 3.2
},
{
"id": "179a3e43-8f0e-4f93-ad58-8f5a8f8b07db",
"name": "Slack Resumen del mensaje",
"type": "n8n-nodes-base.code",
"position": [
1296,
112
],
"parameters": {
"jsCode": "// Split input: open deals and closed deals\nconst openDeals = items.filter(item => item.json['Status'] !== 'Won' && item.json['Status'] !== 'Lost');\nconst closedDeals = items.filter(item => item.json['Status'] === 'Won');\n\n// Metrics\nconst pipelineValue = openDeals.reduce((sum, d) => sum + Number(d.json['Value'] || 0), 0);\nconst topDeal = openDeals.sort((a, b) => b.json['Value'] - a.json['Value'])[0];\nconst winRate = closedDeals.length + openDeals.length > 0\n ? (closedDeals.length / (closedDeals.length + openDeals.length)) * 100\n : 0;\n\n// Format\nreturn [\n {\n json: {\n openDeals,\n closedDeals,\n summary: `📊 *Weekly Pipeline Report*`,\n value: `• Open Deals: *${openDeals.length}* \n• Pipeline Value: *£${pipelineValue.toLocaleString()}* \n• Top Deal: *${topDeal?.json['Deal Name']}* – £${topDeal?.json['Value']} \n• Win Rate: *${winRate.toFixed(1)}%*`\n }\n }\n];"
},
"typeVersion": 2
},
{
"id": "7b1c11c7-43ea-4825-94f0-286c8e89a453",
"name": "Métricas avanzadas",
"type": "n8n-nodes-base.code",
"position": [
1504,
112
],
"parameters": {
"jsCode": "const openDeals = items[0].json.openDeals;\nconst closedDeals = items[0].json.closedDeals;\n\n// Extract field helper\nconst getField = (record, field) => record.json?.[field] ?? null;\n\nconst totalPipeline = openDeals.reduce((sum, record) => {\n return sum + (parseFloat(getField(record, 'Value')) || 0);\n}, 0);\n\nconst weightedPipeline = openDeals.reduce((sum, record) => {\n const stage = getField(record, 'Stage');\n const value = parseFloat(getField(record, 'Value')) || 0;\n\n const stageWeights = {\n 'Qualified': 0.2,\n 'Proposal Sent': 0.4,\n 'Negotiation': 0.6,\n 'Won': 1,\n 'Lost': 0\n };\n\n const weight = stageWeights[stage] || 0.2;\n return sum + (value * weight);\n}, 0);\n\nconst totalClosed = closedDeals.reduce((sum, record) => {\n return sum + (parseFloat(getField(record, 'Value')) || 0);\n}, 0);\n\nconst winRate = openDeals.length + closedDeals.length > 0\n ? ((closedDeals.length / (openDeals.length + closedDeals.length)) * 100).toFixed(1)\n : 'N/A';\n\nreturn [\n {\n json: {\n totalPipeline: `£${totalPipeline.toLocaleString()}`,\n weightedPipeline: `£${weightedPipeline.toLocaleString()}`,\n totalClosed: `£${totalClosed.toLocaleString()}`,\n winRate: `${winRate}%`,\n openDealsCount: openDeals.length,\n closedDealsCount: closedDeals.length\n }\n }\n];"
},
"typeVersion": 2
},
{
"id": "a3740fd8-0e24-4581-a156-006ffe33b40b",
"name": "Slack Mensaje",
"type": "n8n-nodes-base.slack",
"position": [
1904,
112
],
"webhookId": "8c2a1c87-c10d-4c14-b4c9-c31474da3b95",
"parameters": {
"text": "=📊 *Weekly Sales Report* • 🧮 *Total Pipeline:* {{ $json.totalPipeline }} • ⚖️ *Weighted Pipeline:* {{ $json.weightedPipeline }} • 🏆 *Total Closed (All Time):* {{ $json.totalClosed }} • 📈 *Win Rate:* {{ $json.winRate }} • 🔄 *Open Deals:* {{ $json.openDealsCount }} • ✅ *Closed Deals:* {{ $json.closedDealsCount }} _This report was generated automatically using n8n._",
"user": {
"__rl": true,
"mode": "list",
"value": "U096VCG525P",
"cachedResultName": "james"
},
"select": "user",
"otherOptions": {},
"authentication": "oAuth2"
},
"credentials": {
"slackOAuth2Api": {
"id": "edcCpymx9IvKgibG",
"name": "Slack account"
}
},
"typeVersion": 2.3
},
{
"id": "8349a72d-1430-42d3-adde-06a577cb9f3c",
"name": "Nota adhesiva3",
"type": "n8n-nodes-base.stickyNote",
"position": [
496,
224
],
"parameters": {
"color": 7,
"width": 416,
"height": 416,
"content": "## Search Open Deals\n[Read more about Airtable node](https://docs.n8n.io/integrations/builtin/app-nodes/n8n-nodes-base.airtable/)\n\nThis node fetches all remaining records in the pipeline that are still active (i.e. any Status that isn’t “Won”). These open deals are used to compute total pipeline value, top open deal, and other forward-looking metrics.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n"
},
"typeVersion": 1
},
{
"id": "9df9bf18-cc92-4711-b0a8-1b6c7bf94574",
"name": "Nota adhesiva4",
"type": "n8n-nodes-base.stickyNote",
"position": [
496,
-272
],
"parameters": {
"color": 7,
"width": 416,
"height": 416,
"content": "## Search Won Deals\n[Read more about the Airtable node](https://docs.n8n.io/integrations/builtin/app-nodes/n8n-nodes-base.airtable/)\n\nThis node queries the Airtable deal table for all records where Status is set to “Won”. It returns only the successfully closed deals so the report can calculate win rate and total closed revenue.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n"
},
"typeVersion": 1
},
{
"id": "593619f0-bd06-436c-9203-096a6eef52b5",
"name": "Nota adhesiva5",
"type": "n8n-nodes-base.stickyNote",
"position": [
1760,
-80
],
"parameters": {
"color": 7,
"width": 416,
"height": 416,
"content": "## Send Slack Message\n[Read more about the Slack node](https://docs.n8n.io/integrations/builtin/app-nodes/n8n-nodes-base.slack/)\n\nThis node takes the formatted message and posts it to the designated Slack channel. It uses the output from both code nodes to send a single message with all the key sales metrics, helping the team stay aligned on pipeline status.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n"
},
"typeVersion": 1
},
{
"id": "0c21cce2-a383-424c-9018-9c04b37b3fd7",
"name": "Nota adhesiva6",
"type": "n8n-nodes-base.stickyNote",
"position": [
992,
-80
],
"parameters": {
"color": 7,
"width": 688,
"height": 416,
"content": "## Process & Format Metrics\n[Read more about the Code node](https://www.google.com/search?client=safari&rls=en&q=code+node+n8n&ie=UTF-8&oe=UTF-8)\n\n[Read more about the Merge node](https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.merge/)\n\nMerges both datasets, splits open vs won deals, calculates total pipeline, weighted pipeline based on stage probabilities, top deal, closed revenue, and win rate, then formats everything into a clean message for Slack.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n"
},
"typeVersion": 1
},
{
"id": "aebcfa3e-9587-403e-b4f7-0e9c7088fbc5",
"name": "Nota adhesiva7",
"type": "n8n-nodes-base.stickyNote",
"position": [
0,
-80
],
"parameters": {
"color": 7,
"width": 416,
"height": 416,
"content": "## Schedule Trigger\n[Read more about Calendly Credentials](https://docs.n8n.io/integrations/builtin/credentials/calendly/)\n\nTriggers the workflow on a recurring schedule. You can set it to run as often as you like.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "268480a9-a2d7-414d-8efc-d0c716dbbfdb",
"connections": {
"49091bc3-1815-407f-bb1e-79a3c0413171": {
"main": [
[
{
"node": "179a3e43-8f0e-4f93-ad58-8f5a8f8b07db",
"type": "main",
"index": 0
}
]
]
},
"7b1c11c7-43ea-4825-94f0-286c8e89a453": {
"main": [
[
{
"node": "a3740fd8-0e24-4581-a156-006ffe33b40b",
"type": "main",
"index": 0
}
]
]
},
"3d418639-c107-4ee7-b461-6a492f835c92": {
"main": [
[
{
"node": "6a5fed72-ce8f-41bf-9f26-be81c5011394",
"type": "main",
"index": 0
},
{
"node": "a52e60df-e378-40c0-be0a-c3512661b452",
"type": "main",
"index": 0
}
]
]
},
"a52e60df-e378-40c0-be0a-c3512661b452": {
"main": [
[
{
"node": "49091bc3-1815-407f-bb1e-79a3c0413171",
"type": "main",
"index": 1
}
]
]
},
"6a5fed72-ce8f-41bf-9f26-be81c5011394": {
"main": [
[
{
"node": "49091bc3-1815-407f-bb1e-79a3c0413171",
"type": "main",
"index": 0
}
]
]
},
"179a3e43-8f0e-4f93-ad58-8f5a8f8b07db": {
"main": [
[
{
"node": "7b1c11c7-43ea-4825-94f0-286c8e89a453",
"type": "main",
"index": 0
}
]
]
}
}
}¿Cómo usar este flujo de trabajo?
Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.
¿En qué escenarios es adecuado este flujo de trabajo?
Intermedio - CRM
¿Es de pago?
Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.
Flujos de trabajo relacionados recomendados
James Carter
@arioloopAutomation engineer | 10+ years streamlining Sales & Marketing. Use my link to book an initial consultation for custom n8n work.
Compartir este flujo de trabajo