# Create weekly sales summaries and Airtable reports with Gmail: n8n workflow

> Started by a clock, and works across Airtable, Discord and Gmail. 30 steps, 2 branches, 1 loop or waits: large, and worth reading before you trust it with...

Source: https://millionrounds.com/workflow/create-weekly-sales-summaries-and-airtable-reports-with-gmai (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [CRM](https://millionrounds.com/workflows?category=CRM#library)

# Create weekly sales summaries and Airtable reports with Gmail

Started by a clock, and works across Airtable, Discord and Gmail. 30 steps, 2 branches, 1 loop or waits: large, and worth reading before you trust it with anything live.

Large

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fcreate-weekly-sales-summaries-and-airtable-reports-with-gmai)

**30 steps** Large: read it before trusting it with anything live

**2** Branches: places the flow splits

**1** Loop or waits

**3** Services it connects to

## The flow

Starts it 2 Logic 13 Service 15

The steps in the order they run, from what starts it.

- 1 **Schedule Trigger** Schedule trigger *Starts it*
- 2 **When clicking ‘Execute workflow’** Manual trigger *Starts it*
- 3 **Airtable1** Airtable *Service*
- 4 **HTTP Request2** Http Request *Service*
- 5 **Airtable2** Airtable *Service*
- 6 **HTTP Request3** Http Request *Service*
- 7 **HTTP Request** Http Request *Service*
- 8 **Search records** Airtable *Service*
- 9 **HTTP Request1** Http Request *Service*
- 10 **Merge1** Merge *Logic*
- 11 **Merge2** Merge *Logic*
- 12 **If** If *Logic*
- 13 **Merge** Merge *Logic*
- 14 **Sort1** Sort *Logic*
- 15 **Airtable3** Airtable *Service*
- 16 **Edit Fields** Set *Logic*
- 17 **Code1** Code *Logic*
- 18 **Code** Code *Logic*
- 19 **Sort** Sort *Logic*
- 20 **If1** If *Logic*
- 21 **Airtable** Airtable *Service*
- 22 **Discord** Discord *Service*
- 23 **Convert to File** Convert To File *Service*
- 24 **Loop Over Items** Split In Batches *Logic*
- 25 **Gmail** Gmail *Service*
- 26 **Edit Fields1** Set *Logic*
- 27 **Discord2** Discord *Service*
- 28 **Date & Time** Date Time *Logic*
- 29 **Convert to File1** Convert To File *Service*
- 30 **Discord1** Discord *Service*

## How it's built

- **Starts on:** A clock
- **Steps:** 30, with 2 branches, 1 loop or waits
- **Size:** Large: read it before trusting it with anything live
- **Connects to:** Airtable, Discord, Gmail
- **Model:** None. This is plumbing, not judgement

## Questions

What does it need to run?

An n8n account, plus your own Airtable, Discord and Gmail accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Take your time. At 30 steps it is large: read it before trusting it with anything live.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 30 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fcreate-weekly-sales-summaries-and-airtable-reports-with-gmai)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Airtable](https://millionrounds.com/workflows?service=Airtable#library)[Discord](https://millionrounds.com/workflows?service=Discord#library)[Gmail](https://millionrounds.com/workflows?service=Gmail#library)

## Workflows like it

Also crm, with the same services where possible, closest in size first.

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- [**Creator sponsorship and brand deals CRM with OpenAI and Gmail** 29 steps · calls a model · Gmail, Notion](https://millionrounds.com/workflow/creator-sponsorship-and-brand-deals-crm-with-openai-and-gmai)
- [**Deal Room - AI-Powered M&A Due Diligence Accelerator** 31 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/deal-room-ai-powered-m-and-a-due-diligence-accelerator)
- [**LinkedIn auto-connect & personalized messaging for sales** 29 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/linkedin-auto-connect-and-personalized-messaging-for-sales)
- [**AI UGC ad generator - product to viral video pipeline** 33 steps · calls a model · Airtable, Telegram](https://millionrounds.com/workflow/ai-ugc-ad-generator-product-to-viral-video-pipeline)
- [**Restaurant daily insights with Gemini** 27 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/restaurant-daily-insights-with-gemini)