{ "name": "5 - Daily Report", "nodes": [ { "parameters": { "rule": { "interval": [ { "field": "cronExpression", "expression": "0 20 * * *" } ] } }, "id": "dr111111-1111-4372-a567-0e02b2c3d479", "name": "Daily 8 PM", "type": "n8n-nodes-base.scheduleTrigger", "typeVersion": 1.2, "position": [ 240, 300 ] }, { "parameters": { "method": "GET", "url": "https://api.airtable.com/v0/YOUR_AIRTABLE_BASE_ID/Contacts", "authentication": "predefinedCredentialType", "nodeCredentialType": "airtableTokenApi", "options": { "qs": { "filterByFormula": "=IS_SAME(CREATED_TIME(), TODAY(), 'day')" } } }, "id": "dr222222-2222-8901-bcde-f23456789012", "name": "Get Today", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 460, 300 ], "credentials": { "airtableTokenApi": { "name": "" } } }, { "parameters": { "method": "GET", "url": "https://api.airtable.com/v0/YOUR_AIRTABLE_BASE_ID/Contacts", "authentication": "predefinedCredentialType", "nodeCredentialType": "airtableTokenApi", "options": { "qs": { "filterByFormula": "=DATETIME_DIFF(NOW(), CREATED_TIME(), 'days') <= 7" } } }, "id": "dr333333-3333-9012-cdef-345678901234", "name": "Get Week", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 680, 300 ], "credentials": { "airtableTokenApi": { "name": "" } } }, { "parameters": { "jsCode": "const today = $('Get Today').item.json.records || [];\nconst week = $('Get Week').item.json.records || [];\n\nlet metrics = { new: today.length, hot: 0, warm: 0, cold: 0, contacted: 0, sources: {} };\n\nfor (const r of today) {\n const f = r.fields;\n if (f.Tier === 'Hot') metrics.hot++;\n else if (f.Tier === 'Warm') metrics.warm++;\n else metrics.cold++;\n if (['Contacted','Nurturing','Qualified'].includes(f.Status)) metrics.contacted++;\n const src = f.Source || 'Unknown';\n metrics.sources[src] = (metrics.sources[src] || 0) + 1;\n}\n\nlet weekConverted = 0, totalScore = 0, scoreCount = 0;\nfor (const r of week) {\n if (r.fields.Status === 'Converted') weekConverted++;\n if (r.fields.LeadScore) { totalScore += r.fields.LeadScore; scoreCount++; }\n}\n\nlet topSource = 'N/A', topCount = 0;\nfor (const [s, c] of Object.entries(metrics.sources)) {\n if (c > topCount) { topSource = s; topCount = c; }\n}\n\n// Generate insights without AI\nlet insights = [];\nif (metrics.hot > 0) insights.push(`${metrics.hot} hot lead(s) need immediate attention!`);\nif (metrics.rate >= 50) insights.push('Great contact rate today!');\nelse if (metrics.new > 0 && metrics.rate < 30) insights.push('Consider following up with more leads.');\nif (topSource !== 'N/A') insights.push(`${topSource} is your top lead source.`);\n\nreturn {\n json: {\n new_leads: metrics.new,\n hot: metrics.hot,\n warm: metrics.warm,\n cold: metrics.cold,\n contacted: metrics.contacted,\n rate: metrics.new > 0 ? Math.round((metrics.contacted / metrics.new) * 100) : 0,\n top_source: topSource,\n week_total: week.length,\n week_converted: weekConverted,\n avg_score: scoreCount > 0 ? (totalScore / scoreCount).toFixed(1) : 0,\n insights: insights.join(' ') || 'Keep up the good work!',\n date: new Date().toLocaleDateString('en-US', { weekday: 'long', year: 'numeric', month: 'long', day: 'numeric' })\n }\n};" }, "id": "dr555555-5555-1234-efab-567890123456", "name": "Calculate", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 900, 300 ] }, { "parameters": { "sendTo": "harshilyogi077@gmail.com", "subject": "=Daily CRM Report - {{ $json.date }} - {{ $json.new_leads }} new leads", "message": "=
\n

Daily CRM Report

\n

{{ $json.date }}

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
New Leads{{ $json.new_leads }}
Hot Leads{{ $json.hot }}
Warm Leads{{ $json.warm }}
Cold Leads{{ $json.cold }}
Contacted{{ $json.contacted }}
Contact Rate{{ $json.rate }}%
Top Source{{ $json.top_source }}
Avg Lead Score{{ $json.avg_score }}/10
\n\n
\nThis Week: {{ $json.week_total }} total leads | {{ $json.week_converted }} conversions\n
\n\n
\nInsights: {{ $json.insights }}\n
\n\n
\n

Auto-generated daily report at 8:00 PM

\n
", "options": { "appendAttribution": false } }, "id": "dr777777-7777-3456-abcd-789012345678", "name": "Send Report", "type": "n8n-nodes-base.gmail", "typeVersion": 2.1, "position": [ 1120, 300 ], "credentials": { "gmailOAuth2": { "name": "" } } } ], "connections": { "Daily 8 PM": { "main": [ [ { "node": "Get Today", "type": "main", "index": 0 } ] ] }, "Get Today": { "main": [ [ { "node": "Get Week", "type": "main", "index": 0 } ] ] }, "Get Week": { "main": [ [ { "node": "Calculate", "type": "main", "index": 0 } ] ] }, "Calculate": { "main": [ [ { "node": "Send Report", "type": "main", "index": 0 } ] ] } }, "settings": { "executionOrder": "v1" }, "staticData": null, "tags": [], "triggerCount": 1, "versionId": "4" }