Analyze inside sales activity data with an AI worker and post KPI reports to Slack
Analyze inside sales activity data with an AI worker and post KPI reports to Slack
Launch this workflow to connect
Google Sheets &
Slack
!
■Overview
For inside sales (IS) teams, aggregating daily activity data and tracking KPI progress is essential, but creating reports manually requires significant effort. This workflow automatically retrieves and analyzes data such as the number of calls made and opportunities created from Google Sheets, then posts an KPI management report to Slack. By automating data visualization and analysis, it enables faster, data-driven decision-making and strengthens information sharing across the team.
■Recommended for
- Inside sales professionals who want to efficiently compile activity data managed in Google Sheets into KPI management reports
- Managers who want to use AI to analyze inside sales performance and automate the sharing of daily reports with their team
- Team leaders who want to reduce the time spent creating daily reports and focus more on sales activities and strategy planning
■Benefits of using this template
- AI automatically retrieves and analyzes data from Google Sheets, reducing the time spent creating daily reports and making it easier to visualize activity data.
- AI identifies KPI achievement levels and potential risks, enabling you to quickly share analysis based on an objective perspective with the team.
■Flowbot steps
- First, connect Google Sheets and Slack to Yoom.
- Next, set the trigger to “Run on a specific schedule” and specify the day and time when you want to generate the report.
- Next, create instructions for the AI Worker to analyze inside sales activity data and generate a summary for reporting, then set Google Sheets’ “Retrieve multiple records” action as the tool to use.
- Finally, set Slack’s “Send a message to a channel” action in the operation and post the AI-generated report to a specific channel.
※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
■Customization options
- For the schedule trigger, you can specify the launch days and time periods, such as “every day” or “a specific day of the week,” to match your organization’s environment.
- In the Google Sheets action settings, specify the sheet and range to analyze based on your organization’s KPI tracking sheet.
- By adjusting the instructions given to the AI Worker, you can freely customize the report items you want to output, such as “calculating the KPI achievement rate” or “comparing results with the previous day.”
- You can automate reporting by changing the Slack destination from the IS team’s channel to a channel that includes management members.
■Notes
- Connect Google Sheets and Slack to Yoom. You must also connect the tools (apps) used within the AI Worker under My Apps.
- For basic AI Worker settings, see “[AI Worker] How to configure basic settings”.
- The number of AI Workers that can run simultaneously, the number of AI Workers you can create, and the AI models available vary depending on your plan.
- Apps and operations available within the AI Worker are subject to the same usage limits as Flowbots.
- Note that AI Workers consume tasks during test runs just as they do during production runs. For details, see “[AI Worker] How task executions are calculated”.
- AI Workers are more likely to perform the appropriate processing when you provide detailed instructions. For details, see “[AI Worker] How to create instructions”.
- Retrieving more than 20 large-volume data items or performing loop processing within an AI Worker may consume a significant number of tasks.
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Google Sheets
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Slack
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About the apps you use
Google Sheets
At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a Row Is Added
When a Row Is Updated
When a Message Is Posted to a Channel
When a File Is Posted to a Channel
When a Message Is Posted to a Channel (Webhook)
When a Reaction Is Added to a Message (Webhook)
When a User Is Mentioned in a Channel
When a Message Containing Specified Text Is Posted to a Channel
When the Slack App Is Mentioned (Webhook)
When Mentioned in a Channel (Multiple Users)
When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)
When a New Channel Is Created (Webhook)
When a Message Is Posted in a Thread (Webhook)
When Mentioned in a Channel (Multiple Users & User Groups)
When a Message Reaction Is Removed (Webhook)
When a Posted Message Is Updated (Webhook)
Flowbot operations
Set a Value in a Cell
Get Values
Clear Values
Create a New Spreadsheet
Copy a Sheet (Tab)
Add a New Sheet (Tab)
Delete Sheet (Tab)
Replace Values
Update Sheet Name
Delete Rows
Get Spreadsheet Info
Get Sheet Names
Apply a Formula to a Range
Enter Values in a Range
Embed an Image in a Cell
Sort by Specific Column
Hide a Sheet
Add a Note to the Specified Cells
Flowbot triggers
When a Row Is AddedWhen a Row Is Updated
Flowbot operations
Set a Value in a CellGet ValuesClear ValuesCreate a New SpreadsheetCopy a Sheet (Tab)Add a New Sheet (Tab)Delete Sheet (Tab)Replace ValuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet Sheet NamesApply a Formula to a RangeEnter Values in a RangeEmbed an Image in a CellSort by Specific ColumnHide a SheetAdd a Note to the Specified CellsInsert ColumnsDelete ColumnsWrite Values to Multiple ColumnsAdd Rows
Flowbot triggers
When a Message Is Posted to a ChannelWhen a File Is Posted to a ChannelWhen a Message Is Posted to a Channel (Webhook)When a Reaction Is Added to a Message (Webhook)When a User Is Mentioned in a ChannelWhen a Message Containing Specified Text Is Posted to a ChannelWhen the Slack App Is Mentioned (Webhook)When Mentioned in a Channel (Multiple Users)When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)When a New Channel Is Created (Webhook)When a Message Is Posted in a Thread (Webhook)When Mentioned in a Channel (Multiple Users & User Groups)When a Message Reaction Is Removed (Webhook)When a Posted Message Is Updated (Webhook)
Flowbot operations
Send Message to ChannelSend Direct MessageGet Member IDs in a ChannelCreate ChannelInvite Members to ChannelGet User Group ListPost Message to ThreadArchive ChannelGet Messages in a ThreadList Public ChannelsRemove a Member from a Private ChannelFind User by Email AddressGet User InfoGet a Specific MessageGet Message LinkDelete MessageGet Users in a User GroupGet Reactions for a MessageCreate a User GroupList Channel MessagesSend a Message to a Channel with AttachmentsList Rows in a ListCreate ListUpdate ListGet a Specific List RowRemove List AccessMore inspiration for you
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