📊 Free n8n Workflow
Free Weekly Report Automation
Start every Monday with a complete business snapshot. This workflow automatically compiles data from multiple sources into a formatted report delivered to your team.
What This Workflow Does
Everything included in this n8n automation template:
- Scheduled trigger every Monday (or your preferred day)
- Data aggregation from CRM, analytics, and finance tools
- Key metrics calculation (revenue, leads, conversion rates)
- Formatted report with charts and trend comparisons
- Delivery via Slack, email, or Notion page update
- Historical data logging for week-over-week analysis
Frequently Asked Questions
What data sources can this workflow pull from?
The workflow connects to CRMs (HubSpot, Salesforce), analytics (Google Analytics, Mixpanel), payment processors (Stripe), support tools (Zendesk, Intercom), and spreadsheets. Any tool with an API can be added as a data source.
Can I customize which metrics are included?
Yes. You define exactly which KPIs matter to your business. Common metrics include revenue, new leads, deals closed, support tickets, website traffic, and conversion rates. The report structure is fully customizable.
How are the reports formatted?
Reports are formatted based on your delivery channel. Slack reports use blocks with inline charts, email reports include formatted HTML tables, and Notion reports create structured database entries. All formats include trend arrows and week-over-week comparisons.
Can different teams get different reports?
Yes. You can configure multiple report variants—sales team gets pipeline metrics, marketing gets traffic and leads, executives get high-level summary. Each report can have different recipients and delivery times.
What if a data source is unavailable when the report runs?
The workflow includes error handling for API failures. If a data source is unavailable, the report still generates with available data and flags the missing section. You receive an alert about the failed data pull so you can investigate.
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