Weekly Sales Review

Automate weekly sales reports and send updates via Slack every Monday.

Integrations Used

About

This workflow automates the generation and distribution of weekly sales reports. It utilizes a scheduling trigger to run a query on Google BigQuery every Monday, retrieving sales performance metrics for various brands. The data is processed to include sales comparisons and projections, and is then sent to a team Slack channel. Ideal for sales teams and managers, this workflow ensures timely insights into sales trends and performance without manual intervention, enhancing decision-making and productivity across industries such as retail, fashion, and consumer goods.

How to use this template

Ensure you have access to Google BigQuery and Slack API integrations.
Schedule the workflow to trigger every Monday at 4 AM.
Review and, if necessary, modify the SQL query to match your data sources and brand list.
Configure the Slack node with appropriate channel IDs or user emails for report delivery.
Test the workflow to verify data retrieval and message formatting.
Activate the workflow to automatically send sales reports every week.

FAQs

Can I customize the report content?

Yes, you can modify the SQL query and Slack message template to fit your specific needs.

What if I need to change the schedule?

You can update the scheduling settings in the workflow to adjust the trigger time and frequency.