# Send weekly Salesforce sales behavior coaching reports: n8n workflow

> Started by a clock, and works across Gmail and Salesforce. It hands the judgement calls to Groq. 19 steps: a working afternoon to understand properly.

Source: https://millionrounds.com/workflow/send-weekly-salesforce-sales-behavior-coaching-reports (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)

# Send weekly Salesforce sales behavior coaching reports

Started by a clock, and works across Gmail and Salesforce. It hands the judgement calls to Groq. 19 steps: a working afternoon to understand properly.

Medium Calls a model: Groq

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsend-weekly-salesforce-sales-behavior-coaching-reports)

**19 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Model 3 Logic 9 Service 6

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

- 1 **Start Workflow** Schedule trigger *Starts it*
- 2 **LLM Model** Lm Chat Groq *Model*
- 3 **AI Output Schema** Output Parser Structured *Model*
- 4 **Get user** Salesforce *Service*
- 5 **Generate AI Coaching Insights** Chain Llm *Model*
- 6 **Get Opportunity Metadata** Salesforce *Service*
- 7 **Merge AI Output + Chart URL** Merge *Logic*
- 8 **Fetch Opportunities** Salesforce *Service*
- 9 **Flatten AI Output** Code *Logic*
- 10 **Build Opportunity ID List** Code *Logic*
- 11 **Merge Opportunities + Activities** Merge *Logic*
- 12 **Prepare Email Report Fields** Set *Logic*
- 13 **Fetch Tasks for Opportunities** Salesforce *Service*
- 14 **Fetch Events for Opportunities** Salesforce *Service*
- 15 **Compute Opportunity Activity Metrics** Code *Logic*
- 16 **Send Weekly Coaching Email** Gmail *Service*
- 17 **Merge Tasks + Events** Merge *Logic*
- 18 **Aggregate Metrics Per Sales Rep** Code *Logic*
- 19 **Generate Performance Chart URL** Code *Logic*

## How it's built

- **Starts on:** A clock
- **Steps:** 19
- **Size:** Medium: a working afternoon
- **Connects to:** Gmail, Salesforce
- **Model:** Groq

## Questions

What does it need to run?

An n8n account, plus your own Gmail and Salesforce accounts, and a key for Groq. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

Yes. It calls Groq. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 19 steps is enough that you should read each one before running it.

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 19 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%2Fsend-weekly-salesforce-sales-behavior-coaching-reports)
- **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.

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

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

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