Weekly Pipeline Report

The workflow JSON

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{
  "name": "Weekly Pipeline Report",
  "nodes": [
    {
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "weeks"
            }
          ]
        }
      },
      "name": "Every Monday 8am",
      "type": "n8n-nodes-base.scheduleTrigger",
      "typeVersion": 1,
      "position": [
        180,
        300
      ]
    },
    {
      "parameters": {
        "jsCode": "// Metrics source. Runs on built-in sample numbers so it works out of the box.\n// To go live, swap this for a CRM node, a Google Sheets read, or an analytics API - the report below builds itself from whatever numbers land here.\nreturn [{ json: {\n  this_week:  { new_leads: 82, qualified: 31, meetings: 14, replies: 46, pipeline: 4200000 },\n  last_week:  { new_leads: 74, qualified: 27, meetings: 11, replies: 39, pipeline: 3600000 }\n} }];"
      },
      "name": "Pull This Week's Numbers",
      "type": "n8n-nodes-base.code",
      "typeVersion": 1,
      "position": [
        400,
        300
      ]
    },
    {
      "parameters": {
        "jsCode": "// Build a clean report with week-over-week arrows. Currency shown in generic units - edit the symbol.\nconst t = $json.this_week, l = $json.last_week;\nconst CURRENCY = 'INR '; // EDIT: '$', 'INR ', etc.\nconst arrow = (now, prev) => { if (now > prev) return '\u2b06 +' + (now - prev); if (now < prev) return '\u2b07 ' + (now - prev); return '= 0'; };\nconst pct = (now, prev) => prev ? Math.round(((now - prev) / prev) * 100) : 0;\nconst money = n => CURRENCY + (n >= 100000 ? (n/100000).toFixed(1) + 'L' : n.toLocaleString());\n\nconst report = [\n  '*Weekly Pipeline Report*',\n  '',\n  `New leads:   ${t.new_leads}   (${arrow(t.new_leads, l.new_leads)}, ${pct(t.new_leads,l.new_leads)}%)`,\n  `Qualified:   ${t.qualified}   (${arrow(t.qualified, l.qualified)}, ${pct(t.qualified,l.qualified)}%)`,\n  `Replies:     ${t.replies}   (${arrow(t.replies, l.replies)}, ${pct(t.replies,l.replies)}%)`,\n  `Meetings:    ${t.meetings}   (${arrow(t.meetings, l.meetings)}, ${pct(t.meetings,l.meetings)}%)`,\n  `Pipeline:    ${money(t.pipeline)}   (${pct(t.pipeline,l.pipeline)}% WoW)`,\n  '',\n  t.meetings > l.meetings ? '\u2705 Meetings up week over week - keep the winning sequence running.' : '\u26a0 Meetings down - review list quality and top-performing angle.'\n].join('\\n');\n\nreturn [{ json: { report } }];"
      },
      "name": "Build The Report",
      "type": "n8n-nodes-base.code",
      "typeVersion": 1,
      "position": [
        620,
        300
      ]
    },
    {
      "parameters": {
        "values": {
          "string": [
            {
              "name": "send_to",
              "value": "#pipeline (Slack) or leadership email"
            },
            {
              "name": "message",
              "value": "={{ $json.report }}"
            }
          ]
        },
        "options": {}
      },
      "name": "Send Report",
      "type": "n8n-nodes-base.set",
      "typeVersion": 1,
      "position": [
        860,
        300
      ]
    }
  ],
  "connections": {
    "Every Monday 8am": {
      "main": [
        [
          {
            "node": "Pull This Week's Numbers",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Pull This Week's Numbers": {
      "main": [
        [
          {
            "node": "Build The Report",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Build The Report": {
      "main": [
        [
          {
            "node": "Send Report",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "settings": {
    "executionOrder": "v1"
  }
}

About this workflow

Weekly Pipeline Report. Scheduled trigger; 4 nodes.

Source: https://github.com/saurabhshuklagrowisto/saurabh-ai-systems/blob/main/pipeline-automation/weekly-report-bot.json — original creator credit. Request a take-down →

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