Rapport de ventes hebdomadaire Slack (version Airtable)
Ceci est unCRMworkflow d'automatisation du domainecontenant 14 nœuds.Utilise principalement des nœuds comme Code, Merge, Slack, Airtable, ScheduleTrigger. Générer des indicateurs dynamiques du pipeline de ventes pour Slack avec Airtable
- •Token Bot Slack ou URL Webhook
- •Clé API Airtable
Nœuds utilisés (14)
Catégorie
{
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"meta": {
"instanceId": "e854ccd1d846d48f876ea4ce7613a148e39ed800c748cb59061b490defde7afd",
"templateCredsSetupCompleted": true
},
"name": "Weekly Slack Sales Report (Airtable Edition)",
"tags": [],
"nodes": [
{
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"name": "Note adhésive",
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"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
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{
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"name": "Note adhésive1",
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"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
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{
"id": "3d418639-c107-4ee7-b461-6a492f835c92",
"name": "Déclencheur programmé",
"type": "n8n-nodes-base.scheduleTrigger",
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"parameters": {
"rule": {
"interval": [
{
"field": "weeks",
"triggerAtDay": [
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"triggerAtHour": 9
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{
"id": "6a5fed72-ce8f-41bf-9f26-be81c5011394",
"name": "Rechercher les affaires en cours",
"type": "n8n-nodes-base.airtable",
"position": [
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"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": "Rechercher les affaires gagnées",
"type": "n8n-nodes-base.airtable",
"position": [
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"parameters": {
"base": {
"__rl": true,
"mode": "list",
"value": "appGid2SnQKDjgdhy",
"cachedResultUrl": "https://airtable.com/appGid2SnQKDjgdhy",
"cachedResultName": "Airtable to Slack Weekly Report"
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"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": "Fusionner les affaires",
"type": "n8n-nodes-base.merge",
"position": [
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],
"parameters": {},
"typeVersion": 3.2
},
{
"id": "179a3e43-8f0e-4f93-ad58-8f5a8f8b07db",
"name": "Slack Résumé du message",
"type": "n8n-nodes-base.code",
"position": [
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"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: *${winRate.toFixed(1)}%*`\n }\n }\n];"
},
"typeVersion": 2
},
{
"id": "7b1c11c7-43ea-4825-94f0-286c8e89a453",
"name": "Métriques avancées",
"type": "n8n-nodes-base.code",
"position": [
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"parameters": {
"jsCode": "const openDeals = items[0].json.openDeals;\nconst closedDeals = items[0].json.closedDeals;\n\n// Extract field helper\nconst getField = (record, field) => record.json?.[field] ?? null;\n\nconst totalPipeline = openDeals.reduce((sum, record) => {\n return sum + (parseFloat(getField(record, 'Value')) || 0);\n}, 0);\n\nconst weightedPipeline = openDeals.reduce((sum, record) => {\n const stage = getField(record, 'Stage');\n const value = parseFloat(getField(record, 'Value')) || 0;\n\n const stageWeights = {\n 'Qualified': 0.2,\n 'Proposal Sent': 0.4,\n 'Negotiation': 0.6,\n 'Won': 1,\n 'Lost': 0\n };\n\n const weight = stageWeights[stage] || 0.2;\n return sum + (value * weight);\n}, 0);\n\nconst totalClosed = closedDeals.reduce((sum, record) => {\n return sum + (parseFloat(getField(record, 'Value')) || 0);\n}, 0);\n\nconst winRate = openDeals.length + closedDeals.length > 0\n ? ((closedDeals.length / (openDeals.length + closedDeals.length)) * 100).toFixed(1)\n : 'N/A';\n\nreturn [\n {\n json: {\n totalPipeline: `£${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 Message",
"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
},
{
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"name": "Note adhésive3",
"type": "n8n-nodes-base.stickyNote",
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"parameters": {
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"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
},
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"name": "Note adhésive4",
"type": "n8n-nodes-base.stickyNote",
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"parameters": {
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"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"
},
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"name": "Note adhésive5",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"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": "Note adhésive6",
"type": "n8n-nodes-base.stickyNote",
"position": [
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"parameters": {
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"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
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"name": "Note adhésive7",
"type": "n8n-nodes-base.stickyNote",
"position": [
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"parameters": {
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"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": {
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}Comment utiliser ce workflow ?
Copiez le code de configuration JSON ci-dessus, créez un nouveau workflow dans votre instance n8n et sélectionnez "Importer depuis le JSON", collez la configuration et modifiez les paramètres d'authentification selon vos besoins.
Dans quelles scénarios ce workflow est-il adapté ?
Intermédiaire - CRM
Est-ce payant ?
Ce workflow est entièrement gratuit et peut être utilisé directement. Veuillez noter que les services tiers utilisés dans le workflow (comme l'API OpenAI) peuvent nécessiter un paiement de votre part.
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