営業担当パフォーマンストラッカー
上級
これはCRM, Multimodal AI分野の自動化ワークフローで、21個のノードを含みます。主にIf, Code, Slack, Notion, HighLevelなどのノードを使用。 HighLevel CRM、GPT-4o、Notion、そしてSlackを使った自動化のな営業ランキング
前提条件
- •Slack Bot Token または Webhook URL
- •Notion API Key
- •Google Sheets API認証情報
- •OpenAI API Key
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
"id": "10DIaOOdZ9QBUom9",
"meta": {
"instanceId": "8443f10082278c46aa5cf3acf8ff0f70061a2c58bce76efac814b16290845177",
"templateCredsSetupCompleted": true
},
"name": "Sales Rep Performance Tracker",
"tags": [],
"nodes": [
{
"id": "e4b514d1-ceed-4308-bf24-a94abc9a01fc",
"name": "ワークフロー実行時",
"type": "n8n-nodes-base.manualTrigger",
"position": [
-736,
-128
],
"parameters": {},
"typeVersion": 1
},
{
"id": "78510025-3729-4ff7-8349-a26ef82e1db1",
"name": "付箋",
"type": "n8n-nodes-base.stickyNote",
"position": [
-544,
-688
],
"parameters": {
"height": 528,
"content": "## 📦 Fetch All Deals from HighLevel CRM\n**Action:** \n- Retrieves all opportunities (deals) from the connected HighLevel CRM. \n\n**Description:** \n- Uses `getAll` operation to pull unlimited deal records. \n- Captures key fields for performance tracking: \n - Deal name, stage, assigned rep, value, client/company name, and update date. \n- Provides the raw dataset for later data cleaning and aggregation. \n- Ensures every deal is included for accurate sales metrics.\n"
},
"typeVersion": 1
},
{
"id": "b92239c9-9f54-4efc-9e9c-874bf8f66759",
"name": "付箋1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-256,
32
],
"parameters": {
"height": 384,
"content": "## 🔍 Validate Deal Fetch Success (IF Node)\n**Action:** \nChecks if the fetched deal records contain valid IDs. \n\n**Description:** \nActs as a validation gate to ensure data integrity. \nIf `deal_id` is present → continue to processing. \nIf missing or empty → trigger the error logging branch. \nPrevents downstream errors by stopping invalid data early.\n"
},
"typeVersion": 1
},
{
"id": "5e0496ef-bb97-44fa-8df4-ed773f3e7eb9",
"name": "付箋2",
"type": "n8n-nodes-base.stickyNote",
"position": [
64,
496
],
"parameters": {
"height": 448,
"content": "## 🚨 Log Fetch or Validation Errors (Error Handling Node)\n**Action:** \nAppends failed records or errors into a Google Sheets error log. \n\n**Description:** \nLogs all failed deal records for manual review or debugging. \nEach log includes `error_id` and `error` details for traceability. \nProvides a centralized view of all CRM fetch or data validation issues. \nHelps maintain clean and reliable automation flow.\n"
},
"typeVersion": 1
},
{
"id": "8f2b9f85-8750-4d8b-bba2-cb240a4954fe",
"name": "付箋3",
"type": "n8n-nodes-base.stickyNote",
"position": [
1056,
400
],
"parameters": {
"height": 432,
"content": "## 🧠 GPT-4o Model Configuration\n**Action:** \n- Configures GPT-4o (Azure OpenAI) model for language generation. \n\n**Description:** \n- Defines system role for generating short, friendly, motivational messages. \n- Ensures tone consistency and optimized token usage. \n- Connects to downstream LangChain AI Agent node for contextual outputs. \n- Enables scalable and automated message generation via OpenAI.\n"
},
"typeVersion": 1
},
{
"id": "db313017-c7f5-4671-b994-c56e75d006ae",
"name": "付箋4",
"type": "n8n-nodes-base.stickyNote",
"position": [
672,
-912
],
"parameters": {
"height": 544,
"content": "## 🧾 Generate Notion Performance Dashboard\n**Action:** \n- Creates a personalized performance page for each rep in Notion. \n\n**Description:** \n- Generates a Notion page titled “{rep_id} - Sales Rep Performance Tracker”. \n- Includes performance stats, motivational summary, and leaderboard context: \n - Total deals, total value, deals won, average value. \n- Explains business value: transparent visibility → healthy competition. \n- Refreshes daily for up-to-date tracking and motivation. \n"
},
"typeVersion": 1
},
{
"id": "08277d6f-c97f-46dd-ace1-8dc01a2ef297",
"name": "付箋5",
"type": "n8n-nodes-base.stickyNote",
"position": [
624,
176
],
"parameters": {
"height": 416,
"content": "## ⚙️ Transform Data for AI Input\n**Action:** \n- Prepares formatted JSON data for AI-based Slack message generation. \n\n**Description:** \n- Collects summarized data per rep and flattens it for GPT input. \n- Returns each record as an individual AI-friendly item. \n- Ensures smooth handoff to GPT node for text generation. \n- Critical for maintaining consistency between stats and motivational messages.\n"
},
"typeVersion": 1
},
{
"id": "9518f7ae-ea95-44e1-af79-291151d1124a",
"name": "付箋6",
"type": "n8n-nodes-base.stickyNote",
"position": [
1168,
-624
],
"parameters": {
"height": 544,
"content": "## 🤖 AI-Generated Motivational Slack Messages\n**Action:** \n- Uses GPT-4o via LangChain to create custom Slack messages per rep. \n\n**Description:** \n- Takes summarized performance data and crafts 2–3 line motivational blurbs. \n- Includes emojis 🎯🔥💪 for energy and tone. \n- Mentions rep_id and highlights achievements positively. \n- Keeps output concise for Slack readability. \n- Human-like, encouraging messages improve team morale and competition. \n"
},
"typeVersion": 1
},
{
"id": "e052b33a-3d29-4eb1-aa8a-f497c121d9d1",
"name": "付箋7",
"type": "n8n-nodes-base.stickyNote",
"position": [
1472,
192
],
"parameters": {
"height": 464,
"content": "## 💬 Notify Sales Team in Slack\n**Action:** \n- Sends AI-generated motivational summaries to the Slack channel or user. \n\n**Description:** \n- Posts formatted messages directly in Slack via Slack API. \n- Targets specific user or sales channel for transparency. \n- Reinforces accountability and recognition. \n- Builds engagement and team motivation with daily leaderboard updates. \n"
},
"typeVersion": 1
},
{
"id": "6956ad52-fc95-43b7-8194-fd952b56aea9",
"name": "HighLevel CRMから全案件を取得",
"type": "n8n-nodes-base.highLevel",
"position": [
-464,
-128
],
"parameters": {
"filters": {},
"resource": "opportunity",
"operation": "getAll",
"requestOptions": {}
},
"credentials": {
"highLevelOAuth2Api": {
"id": "5QWHSi134dLIBEsC",
"name": "HighLevel account"
}
},
"typeVersion": 2
},
{
"id": "bad87d8a-9bf2-4194-995f-2619a222975f",
"name": "案件取得の成功を検証",
"type": "n8n-nodes-base.if",
"position": [
-192,
-128
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "e2adb005-2b3c-4d1e-8445-442df1fe925a",
"operator": {
"type": "string",
"operation": "notEmpty",
"singleValue": true
},
"leftValue": "={{ $json.id }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "8c390668-b627-4943-8d4a-adc0c6f84cd9",
"name": "取得・検証エラーを記録",
"type": "n8n-nodes-base.googleSheets",
"position": [
128,
320
],
"parameters": {
"columns": {
"value": {},
"schema": [
{
"id": "error_id",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "error_id",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "error",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "error",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [
"error_id"
],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "append",
"sheetName": {
"__rl": true,
"mode": "list",
"value": 1338537721,
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1Uldk_4BxWbdZTDZxFUeohIfeBmGHHqVEl9Ogb0l6R8Y/edit#gid=1338537721",
"cachedResultName": "error log sheet"
},
"documentId": {
"__rl": true,
"mode": "list",
"value": "1Uldk_4BxWbdZTDZxFUeohIfeBmGHHqVEl9Ogb0l6R8Y",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1Uldk_4BxWbdZTDZxFUeohIfeBmGHHqVEl9Ogb0l6R8Y/edit?usp=drivesdk",
"cachedResultName": "Interviewer Brief Pack "
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "kpPEOLCGn963qpoh",
"name": "automations@techdome.ai"
}
},
"typeVersion": 4.6
},
{
"id": "616feb11-a8c0-4955-9202-ed1a12e34208",
"name": "付箋8",
"type": "n8n-nodes-base.stickyNote",
"position": [
32,
-704
],
"parameters": {
"height": 544,
"content": "## 🧹 Clean & Structure Deal Data\n**Action:** \n- Transforms raw CRM data into clean, structured records. \n\n**Description:** \n- Extracts and normalizes key fields into a consistent schema: \n - Deal ID, Rep ID, Client Name, Status, Stage ID, Value, Updated At. \n- Removes nulls and handles missing data (e.g., “Unassigned”, “Unknown”). \n- Prepares the dataset for further analysis and grouping by rep. \n- Simplifies the JSON format for easy downstream processing.\n"
},
"typeVersion": 1
},
{
"id": "c205c167-2333-43a9-a80b-43ebd068559d",
"name": "付箋9",
"type": "n8n-nodes-base.stickyNote",
"position": [
304,
-672
],
"parameters": {
"height": 512,
"content": "## 📊 Summarize Sales by Representative\n**Action:** \n- Aggregates deal-level data into performance summaries per sales rep. \n\n**Description:** \n- Groups deals by `rep_id` and computes: \n - Total deals handled \n - Total deal value \n - Total won deals \n - Average deal value per rep \n- Provides a summarized dataset for leaderboard and performance visualization. \n- Enables tracking of who’s closing deals effectively and who needs support.\n"
},
"typeVersion": 1
},
{
"id": "eda6d196-9842-46f0-b077-31ab9ccd40fd",
"name": "案件データの整理・構造化",
"type": "n8n-nodes-base.code",
"position": [
128,
-128
],
"parameters": {
"jsCode": "const deals = $input.all().map(i => i.json);\n\nconst cleaned = deals.map(d => ({\n deal_id: d.id,\n deal_name: d.name,\n rep_id: d.assignedTo || \"Unassigned\",\n status: d.status,\n stage_id: d.pipelineStageId,\n value: d.monetaryValue || 0,\n client_name: d.relations?.[0]?.contactName || \"Unknown\",\n company_name: d.relations?.[0]?.companyName || \"\",\n updated_at: d.updatedAt\n}));\n\nreturn cleaned.map(c => ({ json: c }));\n"
},
"typeVersion": 2
},
{
"id": "de0e86ce-8d99-40bb-8e9a-a25773785f72",
"name": "担当者別売上集計",
"type": "n8n-nodes-base.code",
"position": [
368,
-128
],
"parameters": {
"jsCode": "const deals = $input.all().map(i => i.json);\n\n// Object to hold totals per rep\nconst summary = {};\n\nfor (const d of deals) {\n const rep = d.rep_id || \"Unassigned\";\n if (!summary[rep]) {\n summary[rep] = {\n rep_id: rep,\n total_deals: 0,\n total_value: 0,\n won_deals: 0,\n };\n }\n\n summary[rep].total_deals += 1;\n summary[rep].total_value += d.value || 0;\n\n // If your GHL marks won deals as 'won' or similar\n if (d.status && d.status.toLowerCase().includes(\"won\")) {\n summary[rep].won_deals += 1;\n }\n}\n\n// Convert to array for output\nreturn Object.values(summary).map(rep => ({\n json: {\n rep_id: rep.rep_id,\n total_deals: rep.total_deals,\n total_value: rep.total_value,\n won_deals: rep.won_deals,\n avg_value: rep.total_value / rep.total_deals,\n },\n}));\n"
},
"typeVersion": 2
},
{
"id": "4014211b-b50d-46d2-a0dc-dba3e3bb7766",
"name": "Notionパフォーマンスダッシュボード生成",
"type": "n8n-nodes-base.notion",
"position": [
752,
-336
],
"parameters": {
"title": "={{ $json[\"rep_id\"] }} - Sales Rep Performance Tracker\n",
"pageId": {
"__rl": true,
"mode": "id",
"value": "265802b91fa080f69fffd0fc1daffe3d"
},
"simple": false,
"blockUi": {
"blockValues": [
{
"text": {
"text": [
{
"text": "={{ $json[\"rep_id\"] }} - Sales Rep Performance Tracker\n",
"annotationUi": {}
}
]
},
"type": "heading_1",
"richText": true
},
{
"textContent": "=👋 Hello {{$json[\"rep_id\"]}}, here’s your latest performance update! 🎉 \n\n**Sales Rep Performance Tracker** \n🔎 **Problem:** No visibility into which rep is actually performing well. \n✅ **Solution:** Track your daily performance, updated every midnight.\n\nHere’s your performance summary for today: \n- 📊 **Total Deals:** {{$json[\"total_deals\"]}} \n- 💰 **Total Value:** {{$json[\"total_value\"]}} \n- 🏆 **Deals Won:** {{$json[\"won_deals\"]}} \n- 📈 **Average Deal Value:** {{$json[\"avg_value\"]}}\n\n📅 **Next Update:** The leaderboard will be refreshed every day at midnight to show your ranking alongside your peers. \n\n**Value:** Transparent performance insights → healthy competition → better accountability. \n\nKeep up the great work and aim for the top! 🚀 \nStatus: *Ongoing* |"
}
]
},
"options": {}
},
"credentials": {
"notionApi": {
"id": "iDjtgSTYG9ECVBtT",
"name": "Notion account 2"
}
},
"typeVersion": 2.2
},
{
"id": "4c6b43f1-6397-46df-b4e2-880fb400dcb9",
"name": "AI入力用データ変換",
"type": "n8n-nodes-base.code",
"position": [
704,
0
],
"parameters": {
"jsCode": "// Collect all incoming data\nconst allData = items.map(item => item.json);\n\n// Transform and flatten the structure\nconst formattedData = allData.map(item => ({\n rep_id: item.rep_id,\n total_deals: item.total_deals,\n total_value: item.total_value,\n won_deals: item.won_deals,\n avg_value: item.avg_value\n}));\n\n// Return each record as a separate item (AI node-friendly)\nreturn formattedData.map(data => ({ json: data }));\n"
},
"typeVersion": 2
},
{
"id": "891ba41f-f222-4a41-b557-14808b3fabc4",
"name": "GPT-4oモデル設定",
"type": "@n8n/n8n-nodes-langchain.lmChatAzureOpenAi",
"position": [
1072,
224
],
"parameters": {
"model": "gpt-4o",
"options": {}
},
"credentials": {
"azureOpenAiApi": {
"id": "C3WzT18XqF8OdVM6",
"name": "Azure Open AI account"
}
},
"typeVersion": 1
},
{
"id": "e676ef5c-e9f9-4b2b-b6b7-8a52b8b91179",
"name": "AI生成モチベーションSlackメッセージ",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
1088,
0
],
"parameters": {
"text": "=Generate a motivational Slack message for the following sales reps based on their performance data:\n\n{{JSON.stringify($json)}}\n\nFormat it like this:\n- Use emojis 🎯🔥💪 for motivation\n- Mention each rep_id and highlight their performance briefly\n- Keep it under 2–3 lines per rep\n",
"options": {
"systemMessage": "=You are a motivational message generator for a sales team. \nYou will receive sales rep data including total deals, total value, won deals, and average deal value.\nUse this data to create short, positive, and personalized motivational messages suitable for posting in Slack. \nKeep it friendly, energetic, and relevant to the rep’s performance.\n"
},
"promptType": "define"
},
"typeVersion": 2.1
},
{
"id": "45ff779d-dc4e-4a83-bcfc-5197aecdc91f",
"name": "Slackで営業チームに通知",
"type": "n8n-nodes-base.slack",
"position": [
1520,
0
],
"webhookId": "ddaa7632-9e35-4bd3-82d6-572d5cae84cc",
"parameters": {
"text": "={{ $json.output }}",
"user": {
"__rl": true,
"mode": "list",
"value": "U09HMPVD466",
"cachedResultName": "newscctv22"
},
"select": "user",
"otherOptions": {}
},
"credentials": {
"slackApi": {
"id": "rNqvWj9TfChPVRYY",
"name": "Slack account vivek"
}
},
"typeVersion": 2.3
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "d7102749-1f49-4575-a6cc-b80eb1664bbe",
"connections": {
"891ba41f-f222-4a41-b557-14808b3fabc4": {
"ai_languageModel": [
[
{
"node": "e676ef5c-e9f9-4b2b-b6b7-8a52b8b91179",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"eda6d196-9842-46f0-b077-31ab9ccd40fd": {
"main": [
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{
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"type": "main",
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},
"4c6b43f1-6397-46df-b4e2-880fb400dcb9": {
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{
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"type": "main",
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]
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},
"bad87d8a-9bf2-4194-995f-2619a222975f": {
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{
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"type": "main",
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[
{
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"type": "main",
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"de0e86ce-8d99-40bb-8e9a-a25773785f72": {
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"type": "main",
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"e4b514d1-ceed-4308-bf24-a94abc9a01fc": {
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"e676ef5c-e9f9-4b2b-b6b7-8a52b8b91179": {
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}
}よくある質問
このワークフローの使い方は？
上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。
このワークフローはどんな場面に適していますか？
上級 - 顧客管理, マルチモーダルAI
有料ですか？
このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス（OpenAI APIなど）は別途料金が発生する場合があります。
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ワークフロー情報
難易度
上級
ノード数21
カテゴリー2
ノードタイプ10
作成者
Rahul Joshi
@rahul08Rahul Joshi is a seasoned technology leader specializing in the n8n automation tool and AI-driven workflow automation. With deep expertise in building open-source workflow automation and self-hosted automation platforms, he helps organizations eliminate manual processes through intelligent n8n ai agent automation solutions.
外部リンク
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