CRM — Rapport Hebdomadaire

The workflow JSON

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{
  "name": "CRM \u2014 Rapport hebdomadaire",
  "nodes": [
    {
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "cronExpression",
              "expression": "0 8 * * 1"
            }
          ]
        }
      },
      "id": "trigger",
      "name": "Lundi \u00e0 8h",
      "type": "n8n-nodes-base.scheduleTrigger",
      "typeVersion": 1.2,
      "position": [
        0,
        0
      ]
    },
    {
      "parameters": {
        "method": "GET",
        "url": "={{ $vars.CRM_BASE_URL }}/api/n8n/dashboard",
        "sendHeaders": true,
        "headerParameters": {
          "parameters": [
            {
              "name": "x-n8n-secret",
              "value": "={{ $vars.CRM_N8N_SECRET }}"
            }
          ]
        },
        "options": {}
      },
      "id": "get-kpis",
      "name": "GET KPIs hebdo",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4.2,
      "position": [
        220,
        0
      ]
    },
    {
      "parameters": {
        "jsCode": "const kpis = $input.first().json.kpis;\nconst semaine = new Date().toISOString().slice(0, 10);\n\nconst html = `\n<h2>Rapport hebdomadaire GargarineV1 \u2014 ${semaine}</h2>\n<table style=\"border-collapse:collapse; font-family:sans-serif;\">\n<tr><td style=\"padding:8px; border:1px solid #ddd;\"><strong>Nouveaux prospects</strong></td><td style=\"padding:8px; border:1px solid #ddd;\">${kpis.nouveauxProspectsCetteSemaine}</td></tr>\n<tr><td style=\"padding:8px; border:1px solid #ddd;\"><strong>Deals sign\u00e9s</strong></td><td style=\"padding:8px; border:1px solid #ddd;\">${kpis.dealsSignesCetteSemaine}</td></tr>\n<tr><td style=\"padding:8px; border:1px solid #ddd;\"><strong>CA r\u00e9current</strong></td><td style=\"padding:8px; border:1px solid #ddd;\">${kpis.caRecurrentActuel} \u20ac</td></tr>\n<tr><td style=\"padding:8px; border:1px solid #ddd;\"><strong>T\u00e2ches compl\u00e9t\u00e9es</strong></td><td style=\"padding:8px; border:1px solid #ddd;\">${kpis.tachesCompleteesCetteSemaine}</td></tr>\n<tr><td style=\"padding:8px; border:1px solid #ddd;\"><strong>T\u00e2ches en retard</strong></td><td style=\"padding:8px; border:1px solid #ddd;\">${kpis.tachesEnRetard}</td></tr>\n<tr><td style=\"padding:8px; border:1px solid #ddd;\"><strong>Renouvellements sous 15j</strong></td><td style=\"padding:8px; border:1px solid #ddd;\">${kpis.renouvellementsSous15j}</td></tr>\n<tr><td style=\"padding:8px; border:1px solid #ddd;\"><strong>Prescripteurs actifs</strong></td><td style=\"padding:8px; border:1px solid #ddd;\">${kpis.prescripteursActifs}</td></tr>\n</table>\n<br>\n<p><em>Ajoutez un noeud AI (Google Gemini / OpenAI) avant ce noeud pour g\u00e9n\u00e9rer un r\u00e9sum\u00e9 + 3 actions prioritaires.</em></p>\n`;\n\nreturn [{ json: { subject: `Rapport hebdo GargarineV1 \u2014 ${semaine}`, html, kpis } }];"
      },
      "id": "build-email",
      "name": "Construire email HTML",
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [
        440,
        0
      ]
    },
    {
      "parameters": {
        "sendTo": "florianmaire.entreprise@gmail.com",
        "subject": "={{ $json.subject }}",
        "emailType": "html",
        "html": "={{ $json.html }}",
        "options": {}
      },
      "id": "send-email",
      "name": "Envoyer par Gmail",
      "type": "n8n-nodes-base.gmail",
      "typeVersion": 2.1,
      "position": [
        660,
        0
      ],
      "credentials": {
        "gmailOAuth2": {
          "name": "<your credential>"
        }
      }
    }
  ],
  "connections": {
    "Lundi \u00e0 8h": {
      "main": [
        [
          {
            "node": "GET KPIs hebdo",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "GET KPIs hebdo": {
      "main": [
        [
          {
            "node": "Construire email HTML",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Construire email HTML": {
      "main": [
        [
          {
            "node": "Envoyer par Gmail",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "active": false,
  "settings": {
    "executionOrder": "v1"
  },
  "tags": [
    {
      "name": "CRM Courtage"
    }
  ]
}

Credentials you'll need

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• gmailOAuth2

About this workflow

CRM — Rapport hebdomadaire. Uses httpRequest, gmail. Scheduled trigger; 4 nodes.

Source: https://github.com/florianmaireentreprise-spec/crm-courtage/blob/3626f550541848c243fb71c6387c05b34c85e87c/n8n-workflows/04-rapport-hebdo.json — original creator credit. Request a take-down →

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