{ "id": "OhJsiEh8K8qLNiZP", "meta": { "templateCredsSetupCompleted": true }, "name": "Sales Rep Behavioral Pattern Analyzer", "tags": [], "nodes": [ { "id": "9c1fcafe-7569-47a2-88bb-2a0a93978173", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ 896, 1168 ], "parameters": { "color": 7, "width": 1296, "height": 560, "content": "## Salesforce Data Collection.\nFetch recent Opportunities from Salesforce and build a reusable list of Opportunity IDs. This creates the core dataset used to retrieve all related sales activities downstream." }, "typeVersion": 1 }, { "id": "0bd47937-d2e3-487f-af93-b6c9cdaa5b85", "name": "Start Workflow", "type": "n8n-nodes-base.scheduleTrigger", "position": [ 944, 1424 ], "parameters": { "rule": { "interval": [ { "field": "weeks", "triggerAtDay": [ 1 ], "triggerAtHour": 9 } ] } }, "typeVersion": 1.3 }, { "id": "5eefa097-894e-451d-bc5c-94504dacefb3", "name": "Get Opportunity Metadata", "type": "n8n-nodes-base.salesforce", "position": [ 1456, 1424 ], "parameters": { "resource": "opportunity", "operation": "get", "opportunityId": "=" }, "typeVersion": 1 }, { "id": "71b780e7-3f50-4cd6-a045-4327fdd95d28", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ 2448, 992 ], "parameters": { "color": 7, "width": 1280, "height": 800, "content": "## Activity Enrichment (Tasks + Events)\nRetrieve Tasks and Events linked to the selected Opportunities and merge them into a unified activity stream, creating a complete view of sales rep engagement per deal." }, "typeVersion": 1 }, { "id": "7a1cb9bd-c5cd-41d5-99c6-f01641fae639", "name": "Fetch Tasks for Opportunities", "type": "n8n-nodes-base.salesforce", "position": [ 2640, 1200 ], "parameters": { "query": "=SELECT Id, OwnerId, WhatId, Subject, ActivityDate, CreatedDate FROM Task WHERE WhatId IN ({{$json.opportunityIdsString}})", "resource": "search" }, "typeVersion": 1 }, { "id": "cc2852c8-7ada-44f8-ba3a-5914d8498500", "name": "Merge Tasks + Events", "type": "n8n-nodes-base.merge", "position": [ 3072, 1440 ], "parameters": {}, "typeVersion": 3.2 }, { "id": "de2155bb-9f3e-4446-be2b-ca1045396dde", "name": "Merge Opportunities + Activities", "type": "n8n-nodes-base.merge", "position": [ 3472, 1328 ], "parameters": {}, "typeVersion": 3.2 }, { "id": "0b39a9d7-d248-4462-8bef-6efa49751c54", "name": "Fetch Events for Opportunities", "type": "n8n-nodes-base.salesforce", "position": [ 2640, 1552 ], "parameters": { "query": "=SELECT\n Id,\n OwnerId,\n WhatId,\n Subject,\n ActivityDate,\n CreatedDate\nFROM Event\nWHERE WhatId IN ({{$json.opportunityIdsString}})", "resource": "search" }, "typeVersion": 1 }, { "id": "426785cb-e770-4de2-9872-ef5d29e8b47e", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ 4032, 1088 ], "parameters": { "color": 7, "width": 928, "height": 560, "content": "## Sales Activity Intelligence Engine \nTransform raw Salesforce records into behavioral metrics by calculating touches, calls, emails, meetings, stale deal gaps, and rep-level performance indicators." }, "typeVersion": 1 }, { "id": "e475666c-07e9-4c7a-8fe6-2e94927d5019", "name": "Compute Opportunity Activity Metrics", "type": "n8n-nodes-base.code", "position": [ 4192, 1328 ], "parameters": { "jsCode": "const records = $input.all().map(i => i.json);\n\n// split data\nconst opportunities = records.filter(r => r.StageName);\nconst activities = records.filter(r => r.Subject);\n\n// helper classifier\nfunction classifyActivity(subject = \"\") {\n const s = subject.toLowerCase();\n\n if (s.includes(\"call\") || s.includes(\"negotiation\") || s.includes(\"discovery\")|| s.includes(\"check-in\") ) return \"call\";\n \n if (s.includes(\"email\") || s.includes(\"outreach\")) return \"email\";\n \n if (s.includes(\"follow\") || s.includes(\"follow-up\") )return \"followup\";\n\n if (s.includes(\"demo\") || s.includes(\"meeting\") || s.includes(\"review\")) return \"meeting\";\n return \"other\";\n}\n\nconst result = opportunities.map(opp => {\n const oppActivities = activities.filter(a => a.WhatId === opp.Id);\n\n let calls = 0;\n let emails = 0;\n let followups = 0;\n let meetings = 0;\n\n oppActivities.forEach(act => {\n const type = classifyActivity(act.Subject);\n if (type === \"call\") calls++;\n if (type === \"email\") emails++;\n if (type === \"followup\") followups++;\n if (type === \"meeting\") meetings++;\n });\n\n const touches = oppActivities.length;\n\n const lastDate = oppActivities\n .map(a => a.ActivityDate)\n .filter(Boolean)\n .sort()\n .pop();\n\n let gap = \"No activity\";\n if (lastDate) {\n const diff = (new Date() - new Date(lastDate)) / (1000 * 60 * 60 * 24);\n gap = Math.floor(diff);\n }\n\n return { \n opportunity: opp.Name,\n rep: opp.OwnerId,\n stage: opp.StageName,\n amount: opp.Amount,\n touches,\n calls,\n emails,\n followups,\n meetings,\n lastActivityDate: lastDate || null,\n lastActivityGapDays: gap\n };\n});\n\nreturn result.map(r => ({ json: r }));" }, "typeVersion": 2 }, { "id": "f4cf11ca-f2e4-49aa-afc7-5d8c8a8c0c58", "name": "Aggregate Metrics Per Sales Rep", "type": "n8n-nodes-base.code", "position": [ 4608, 1328 ], "parameters": { "jsCode": "const deals = $input.all().map(i => i.json);\nconst reps = {};\n\nfor (const d of deals) {\n const rep = d.rep || \"Unknown Rep\";\n\n if (!reps[rep]) {\n reps[rep] = {\n rep,\n total_deals: 0,\n total_revenue: 0,\n won_deals: 0,\n lost_deals: 0,\n calls: 0,\n emails: 0,\n meetings: 0,\n followups: 0,\n stale_deals: 0\n };\n }\n\n const r = reps[rep];\n\n r.total_deals++;\n r.total_revenue += d.amount;\n r.calls += d.calls;\n r.emails += d.emails;\n r.meetings += d.meetings;\n r.followups += d.followups;\n\n if (d.stage === \"Closed Won\") r.won_deals++;\n if (d.stage === \"Closed Lost\") r.lost_deals++;\n if (d.lastActivityGapDays > 7) r.stale_deals++;\n}\n\nreturn Object.values(reps).map(r => ({ json: r }));" }, "typeVersion": 2 }, { "id": "7cff6ea6-461b-46d4-94a7-5584048e8497", "name": "Generate Performance Chart URL", "type": "n8n-nodes-base.code", "position": [ 5456, 1120 ], "parameters": { "jsCode": "// Collect rep rows\nconst reps = $input.all().map(i => i.json);\n\n// Build arrays\nconst labels = [$('Get user').first().json.recentItems[0].Name];\nconst calls = reps.map(r => r.calls);\nconst emails = reps.map(r => r.emails);\nconst meetings = reps.map(r => r.meetings);\nconst wonDeals = reps.map(r => r.won_deals);\nconst lostDeals = reps.map(r => r.lost_deals);\nconst staleDeals = reps.map(r => r.stale_deals);\n\n// Build chart config\nconst chartConfig = {\n type: \"bar\",\n data: {\n labels,\n datasets: [\n { label: \"Calls\", data: calls, backgroundColor: \"rgba(54,162,235,0.7)\" },\n { label: \"Emails\", data: emails, backgroundColor: \"rgba(255,99,132,0.7)\" },\n { label: \"Meetings\", data: meetings, backgroundColor: \"rgba(255,206,86,0.7)\" },\n { label: \"Won Deals\", data: wonDeals, backgroundColor: \"rgba(75,192,192,0.7)\" },\n { label: \"Lost Deals\", data: lostDeals, backgroundColor: \"rgba(255,159,64,0.7)\" },\n { label: \"Stale Deals\", data: staleDeals, backgroundColor: \"rgba(153,102,255,0.7)\" }\n ]\n },\n options: {\n plugins: {\n title: {\n display: true,\n text: \"Weekly Rep Activity vs Outcomes\"\n },\n legend: { position: \"bottom\" }\n },\n scales: { y: { beginAtZero: true } }\n }\n};\n\n// Create QuickChart URL\nconst chartUrl =\n \"https://quickchart.io/chart?c=\" +\n encodeURIComponent(JSON.stringify(chartConfig));\n\n// Return everything for Gmail node\nreturn [{\n json: {\n labels:[$('Get user').first().json.recentItems[0].Name],\n calls,\n emails,\n meetings,\n wonDeals,\n lostDeals,\n staleDeals,\n chartUrl\n }\n}];" }, "typeVersion": 2 }, { "id": "a3ccbab0-2baf-465f-9fba-e1886f1487b8", "name": "LLM Model", "type": "@n8n/n8n-nodes-langchain.lmChatGroq", "position": [ 5392, 1632 ], "parameters": { "model": "openai/gpt-oss-120b", "options": {} }, "typeVersion": 1 }, { "id": "15c3b945-0943-48dc-9d60-f4849a2271c5", "name": "AI Output Schema", "type": "@n8n/n8n-nodes-langchain.outputParserStructured", "position": [ 5648, 1648 ], "parameters": { "schemaType": "manual", "inputSchema": "{\n \"type\": \"object\",\n \"properties\": {\n \"performance_summary\": {\n \"type\": \"string\",\n \"description\": \"Overall weekly behaviour analysis of the sales rep\"\n },\n \"strengths\": {\n \"type\": \"string\",\n \"description\": \"Key strengths in activity and performance\"\n },\n \"risks\": {\n \"type\": \"string\",\n \"description\": \"Behaviour risks affecting deal outcomes\"\n },\n \"coaching_advice\": {\n \"type\": \"string\",\n \"description\": \"Coaching feedback for the sales rep\"\n },\n \"next_week_actions\": {\n \"type\": \"string\",\n \"description\": \"Concrete actions for next week\"\n }\n },\n \"required\": [\n \"performance_summary\",\n \"strengths\",\n \"risks\",\n \"coaching_advice\",\n \"next_week_actions\"\n ]\n}" }, "typeVersion": 1.3 }, { "id": "ead2dd38-79ee-444e-877f-98946ac47d46", "name": "Generate AI Coaching Insights", "type": "@n8n/n8n-nodes-langchain.chainLlm", "position": [ 5440, 1424 ], "parameters": { "text": "=Role: You are a Sales Behavioral Scientist and Performance Coach.\n\nTask: Analyze the following weekly sales rep activity data. Focus on the relationship between effort (Activities) and conversion (Outcomes).\n\nData Input: {{$json}}\n\nAnalysis Requirements:\n\nThe Outreach-to-Engagement Gap: Compare Calls/Emails to Meetings. If the ratio is low, identify if the behavior is \"Low-Quality Prospecting.\"\n\nThe \"Neglect\" Index: Analyze Stale Deals in relation to Follow-up Activities. If Stale Deals are high despite high Calls, identify the behavior as \"New-Lead Bias\" (neglecting the middle of the funnel).\n\nThe Closing Friction: Compare Meetings to Won/Lost Deals. If Meetings are high but Wins are low, focus coaching on \"Closing Mechanics\" or \"Deal Qualification.\"\n\nOutput Format (Strict JSON):\nJSON\n{\n \"performance_summary\": \"Summarize the rep's 'Sales Rhythm' (e.g., 'High-volume hunter but low-discipline closer').\",\n \"strengths\": \"Identify the specific behavioral habit that is driving current wins.\",\n \"risks\": \"Highlight the 'Pipeline Leakage'\u2014specifically why deals are going Stale or being Lost.\",\n \"coaching_advice\": \"Provide one 'How-To' for a behavioral shift (e.g., Time-blocking, lead scoring, or objection handling).\",\n \"next_week_actions\": \"Three measurable tasks, including a specific goal for 'Stale Deal' recovery.\"\n}", "batching": {}, "promptType": "define", "hasOutputParser": true }, "typeVersion": 1.9 }, { "id": "90fa2d19-8476-418c-b514-dd0a92fd5cc3", "name": "Send Weekly Coaching Email", "type": "n8n-nodes-base.gmail", "position": [ 6528, 1536 ], "parameters": { "message": "=

Weekly Sales Rep Behavioral Report

Automated coaching insights & performance analysis

Activity vs Outcomes

Performance Summary

{{ $json.performance_summary }}

Strengths

{{ $json.strengths }}

Risks

{{ $json.risks }}

Coaching Advice

{{ $json.coaching_advice }}

Next Week Action Plan

{{ $json.next_week_actions }}

Generated automatically by Sales Rep Behavioral Pattern Analyzer

", "options": {}, "subject": "Weekly Sales Rep Performance & Coaching Report" }, "typeVersion": 2.2 }, { "id": "49931d87-4a11-49c3-b09e-7b3af06f8cb5", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ 5296, 928 ], "parameters": { "color": 7, "width": 1476, "height": 912, "content": "## AI Coaching, Chart & Report Delivery\nGenerate AI coaching insights, create the performance chart URL, compile the final sales report, and automatically email a weekly performance summary to stakeholders." }, "typeVersion": 1 }, { "id": "bf490bf2-be61-483d-b1cf-4729b1d06522", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ 928, -272 ], "parameters": { "width": 944, "height": 704, "content": "## Workflow Overview: Sales Rep Behavioral Pattern Analyzer\nThis professional automation transforms raw CRM data into high-impact coaching insights. By analyzing the \"rhythm\" of sales activity rather than just final outcomes, it uncovers the specific behavioral shifts needed to improve conversion rates and pipeline health.\n\n## How It Works\nThe workflow pulls weekly activity and opportunity data from Salesforce to calculate core performance metrics. A logic engine then identifies behavioral patterns\u2014such as the **Neglect Index** (follow-up gaps) and **New-Lead Bias**. These signals are processed by a Groq-powered AI engine to generate strengths, risks, and actionable coaching advice, which is delivered via an automated email report featuring visual performance charts.\n\n## Setup Steps\n**Data Extraction:** Pull recent Salesforce Opportunities and filter associated Events and Tasks using a JS ID-extractor.\n**Activity Merging:** Combine Events and Tasks into a unified stream and map them back to specific Opportunity records.\n**Metrics Calculation:** Use JS to aggregate \"touches\" and \"activity gaps\" into rep-level performance and pipeline health indicators.\n**AI & Visualization:** Generate a QuickChart URL for data trends and use an LLM to transform behavioral signals into coaching insights.\n**Data Formatting:** Flatten the nested AI and Chart outputs into a clean, structured payload.\n**Email Delivery:** Send the final automated behavioral report and visual chart to stakeholders." }, "typeVersion": 1 }, { "id": "c005546d-d91d-473f-973a-83649f3ea858", "name": "Build Opportunity ID List", "type": "n8n-nodes-base.code", "position": [ 1968, 1520 ], "parameters": { "jsCode": "const oppIds = $input.all().map(item => item.json.Id);\nconst quoted = oppIds.map(id => `'${id}'`);\nconst oppIdString = quoted.join(\",\");\n\nreturn [\n {\n json: {\n opportunityIdsString: oppIdString\n }\n }\n];" }, "typeVersion": 2 }, { "id": "55626c6e-fb7a-4b43-a666-edf452e3c90b", "name": "Fetch Opportunities", "type": "n8n-nodes-base.salesforce", "position": [ 1728, 1424 ], "parameters": { "query": "=SELECT\n Id,\n Name,\n OwnerId,\n StageName,\n Amount,\n IsWon,\n IsClosed,\n CreatedDate,\n CloseDate,\n LastActivityDate,\n LeadSource\nFROM Opportunity\nWHERE OwnerId = '{{ $('Get user').item.json.recentItems[0].Id }}'\nAND LastActivityDate = LAST_WEEK\nORDER BY CreatedDate DESC", "resource": "search" }, "typeVersion": 1 }, { "id": "27ded2a6-1b7e-4551-867f-d8464496c5aa", "name": "Get user", "type": "n8n-nodes-base.salesforce", "position": [ 1200, 1424 ], "parameters": { "userId": "=", "resource": "user" }, "typeVersion": 1 }, { "id": "3ad0a5cd-defa-4584-9d53-e1371890610b", "name": "Merge AI Output + Chart URL", "type": "n8n-nodes-base.merge", "position": [ 5872, 1232 ], "parameters": {}, "typeVersion": 3.2 }, { "id": "e7da1843-87ab-4598-8c4d-305b292ebe4c", "name": "Prepare Email Report Fields", "type": "n8n-nodes-base.set", "position": [ 6496, 1152 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "82c6ad27-e294-4322-9a08-c12ca01ea154", "name": "performance_summary", "type": "string", "value": "={{ $json.performance_summary }}" }, { "id": "dd327a0c-c299-493f-95b3-57b68a200a7c", "name": "strengths", "type": "string", "value": "={{ $json.strengths }}" }, { "id": "93eef261-7dfd-4e8f-aa5b-109f22874fcb", "name": "risks", "type": "string", "value": "={{ $json.risks }}" }, { "id": "31355df1-450f-4ae9-81ca-7a2110e65a58", "name": "coaching_advice", "type": "string", "value": "={{ $json.coaching_advice }}" }, { "id": "4334c224-7590-4bc7-9669-579a4198d0ec", "name": "next_week_actions", "type": "string", "value": "={{ $json.next_week_actions }}" }, { "id": "909ce453-2102-497e-91ea-8f057d26e43c", "name": "chartUrl", "type": "string", "value": "={{ $json.chartUrl }}" } ] } }, "typeVersion": 3.4 }, { "id": "8c93296c-5043-4265-96a9-e0117c906ae6", "name": "Flatten AI Output", "type": "n8n-nodes-base.code", "position": [ 6176, 1152 ], "parameters": { "jsCode": "// Get AI node data\nconst ai = $items(\"Generate AI Coaching Insights\")[0].json.output;\n\n// Get chart node data\nconst chart = $items(\"Generate Performance Chart URL\")[0].json;\n\n// Return merged + flattened object\nreturn [{\n json: {\n performance_summary: ai.performance_summary,\n coaching_advice: ai.coaching_advice,\n next_week_actions: ai.next_week_actions,\n risks: ai.risks,\n strengths: ai.strengths,\n chartUrl: chart.chartUrl\n }\n}];" }, "typeVersion": 2 } ], "active": false, "settings": { "binaryMode": "separate", "executionOrder": "v1" }, "versionId": "76b6f53d-fb0d-495b-8993-cb8193cbf7f4", "nodeGroups": [], "connections": { "Get user": { "main": [ [ { "node": "Get Opportunity Metadata", "type": "main", "index": 0 } ] ] }, "LLM Model": { "ai_languageModel": [ [ { "node": "Generate AI Coaching Insights", "type": "ai_languageModel", "index": 0 } ] ] }, "Start Workflow": { "main": [ [ { "node": "Get user", "type": "main", "index": 0 } ] ] }, "AI Output Schema": { "ai_outputParser": [ [ { "node": "Generate AI Coaching Insights", "type": "ai_outputParser", "index": 0 } ] ] }, "Flatten AI Output": { "main": [ [ { "node": "Prepare Email Report Fields", "type": "main", "index": 0 } ] ] }, "Fetch Opportunities": { "main": [ [ { "node": "Build Opportunity ID List", "type": "main", "index": 0 }, { "node": "Merge Opportunities + Activities", "type": "main", "index": 0 } ] ] }, "Merge Tasks + Events": { "main": [ [ { "node": "Merge Opportunities + Activities", "type": "main", "index": 1 } ] ] }, "Get Opportunity Metadata": { "main": [ [ { "node": "Fetch Opportunities", "type": "main", "index": 0 } ] ] }, "Build Opportunity ID List": { "main": [ [ { "node": "Fetch Tasks for Opportunities", "type": "main", "index": 0 }, { "node": "Fetch Events for Opportunities", "type": "main", "index": 0 } ] ] }, "Merge AI Output + Chart URL": { "main": [ [ { "node": "Flatten AI Output", "type": "main", "index": 0 } ] ] }, "Prepare Email Report Fields": { "main": [ [ { "node": "Send Weekly Coaching Email", "type": "main", "index": 0 } ] ] }, "Fetch Tasks for Opportunities": { "main": [ [ { "node": "Merge Tasks + Events", "type": "main", "index": 0 } ] ] }, "Generate AI Coaching Insights": { "main": [ [ { "node": "Merge AI Output + Chart URL", "type": "main", "index": 1 } ] ] }, "Fetch Events for Opportunities": { "main": [ [ { "node": "Merge Tasks + Events", "type": "main", "index": 1 } ] ] }, "Generate Performance Chart URL": { "main": [ [ { "node": "Merge AI Output + Chart URL", "type": "main", "index": 0 } ] ] }, "Aggregate Metrics Per Sales Rep": { "main": [ [ { "node": "Generate AI Coaching Insights", "type": "main", "index": 0 }, { "node": "Generate Performance Chart URL", "type": "main", "index": 0 } ] ] }, "Merge Opportunities + Activities": { "main": [ [ { "node": "Compute Opportunity Activity Metrics", "type": "main", "index": 0 } ] ] }, "Compute Opportunity Activity Metrics": { "main": [ [ { "node": "Aggregate Metrics Per Sales Rep", "type": "main", "index": 0 } ] ] } } }