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每周Slack销售报告（Airtable版）

中级

这是一个CRM领域的自动化工作流，包含 14 个节点。主要使用 Code, Merge, Slack, Airtable, ScheduleTrigger 等节点。 使用Airtable为Slack生成动态销售管道指标

前置要求
  • •Slack Bot Token 或 Webhook URL
  • •Airtable API Key

使用的节点 (14)

Code
Merge
Slack
Airtable
StickyNote
ScheduleTrigger

分类

客户关系管理
工作流预览
可视化展示节点连接关系，支持缩放和平移
React Flow
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
  "id": "53Zi0qKV30N2PZq9",
  "meta": {
    "instanceId": "e854ccd1d846d48f876ea4ce7613a148e39ed800c748cb59061b490defde7afd",
    "templateCredsSetupCompleted": true
  },
  "name": "每周 Slack 销售报告（Airtable 版）",
  "tags": [],
  "nodes": [
    {
      "id": "2488c731-3008-4f49-b7a6-e7ef45007927",
      "name": "便签",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -496,
        -272
      ],
      "parameters": {
        "width": 448,
        "height": 672,
        "content": "## 📩 每周 Slack 销售报告自动化"
      },
      "typeVersion": 1
    },
    {
      "id": "9cd0f108-3e28-4039-a8a3-b9bf37a28e53",
      "name": "便签1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -16,
        -608
      ],
      "parameters": {
        "color": 7,
        "width": 624,
        "height": 304,
        "content": "工作流分解"
      },
      "typeVersion": 1
    },
    {
      "id": "3d418639-c107-4ee7-b461-6a492f835c92",
      "name": "计划触发器",
      "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": "搜索未结交易",
      "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": "搜索已赢交易",
      "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": "合并交易",
      "type": "n8n-nodes-base.merge",
      "position": [
        1088,
        112
      ],
      "parameters": {},
      "typeVersion": 3.2
    },
    {
      "id": "179a3e43-8f0e-4f93-ad58-8f5a8f8b07db",
      "name": "Slack 消息摘要",
      "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: *${winRate.toFixed(1)}%*`\n    }\n  }\n];"
      },
      "typeVersion": 2
    },
    {
      "id": "7b1c11c7-43ea-4825-94f0-286c8e89a453",
      "name": "高级指标",
      "type": "n8n-nodes-base.code",
      "position": [
        1504,
        112
      ],
      "parameters": {
        "jsCode": "const openDeals = items[0].json.openDeals;\nconst closedDeals = items[0].json.closedDeals;\n\n// Extract field helper\nconst getField = (record, field) => record.json?.[field] ?? null;\n\nconst totalPipeline = openDeals.reduce((sum, record) => {\n  return sum + (parseFloat(getField(record, 'Value')) || 0);\n}, 0);\n\nconst weightedPipeline = openDeals.reduce((sum, record) => {\n  const stage = getField(record, 'Stage');\n  const value = parseFloat(getField(record, 'Value')) || 0;\n\n  const stageWeights = {\n    'Qualified': 0.2,\n    'Proposal Sent': 0.4,\n    'Negotiation': 0.6,\n    'Won': 1,\n    'Lost': 0\n  };\n\n  const weight = stageWeights[stage] || 0.2;\n  return sum + (value * weight);\n}, 0);\n\nconst totalClosed = closedDeals.reduce((sum, record) => {\n  return sum + (parseFloat(getField(record, 'Value')) || 0);\n}, 0);\n\nconst winRate = openDeals.length + closedDeals.length > 0\n  ? ((closedDeals.length / (openDeals.length + closedDeals.length)) * 100).toFixed(1)\n  : 'N/A';\n\nreturn [\n  {\n    json: {\n      totalPipeline: `£${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 消息",
      "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": "便签3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        496,
        224
      ],
      "parameters": {
        "color": 7,
        "width": 416,
        "height": 416,
        "content": "## 搜索未结交易"
      },
      "typeVersion": 1
    },
    {
      "id": "9df9bf18-cc92-4711-b0a8-1b6c7bf94574",
      "name": "便签4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        496,
        -272
      ],
      "parameters": {
        "color": 7,
        "width": 416,
        "height": 416,
        "content": "## 搜索已赢交易"
      },
      "typeVersion": 1
    },
    {
      "id": "593619f0-bd06-436c-9203-096a6eef52b5",
      "name": "便利贴5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1760,
        -80
      ],
      "parameters": {
        "color": 7,
        "width": 416,
        "height": 416,
        "content": "## 发送 Slack 消息"
      },
      "typeVersion": 1
    },
    {
      "id": "0c21cce2-a383-424c-9018-9c04b37b3fd7",
      "name": "便签 6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        992,
        -80
      ],
      "parameters": {
        "color": 7,
        "width": 688,
        "height": 416,
        "content": "## 处理与格式化指标"
      },
      "typeVersion": 1
    },
    {
      "id": "aebcfa3e-9587-403e-b4f7-0e9c7088fbc5",
      "name": "便签 7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        0,
        -80
      ],
      "parameters": {
        "color": 7,
        "width": 416,
        "height": 416,
        "content": "## 计划触发器"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "268480a9-a2d7-414d-8efc-d0c716dbbfdb",
  "connections": {
    "Merge Deals": {
      "main": [
        [
          {
            "node": "Slack Message Summary",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Advanced Metrics": {
      "main": [
        [
          {
            "node": "Slack Message",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Schedule Trigger": {
      "main": [
        [
          {
            "node": "Search Open Deals",
            "type": "main",
            "index": 0
          },
          {
            "node": "Search Won Deals",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Search Won Deals": {
      "main": [
        [
          {
            "node": "Merge Deals",
            "type": "main",
            "index": 1
          }
        ]
      ]
    },
    "Search Open Deals": {
      "main": [
        [
          {
            "node": "Merge Deals",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Slack Message Summary": {
      "main": [
        [
          {
            "node": "Advanced Metrics",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
常见问题

如何使用这个工作流？

复制上方的 JSON 配置代码，在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」，粘贴配置后根据需要修改凭证设置即可。

这个工作流适合什么场景？

中级 - 客户关系管理

需要付费吗？

本工作流完全免费，您可以直接导入使用。但请注意，工作流中使用的第三方服务（如 OpenAI API）可能需要您自行付费。

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难度等级
中级
节点数量14
分类1
节点类型6
难度说明

适合有一定经验的用户，包含 6-15 个节点的中等复杂度工作流

作者
James Carter

James Carter

@arioloop

Automation engineer | 10+ years streamlining Sales & Marketing. Use my link to book an initial consultation for custom n8n work.

外部链接
在 n8n.io 查看 →

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