Reporting · n8n template
Daily EOD Performance Report → Slack
Every night, pulls the day's calls and appointments out of Airtable, aggregates per rep, and posts one Slack digest with conversion rates.
The problem
Nobody logs into a dashboard voluntarily. Performance data that lives behind a login gets checked weekly at best, so a rep having a bad week is discovered on Friday instead of Monday.
What this workflow does
The report comes to the team instead. A scheduled workflow paginates the full day of records out of Airtable, resolves linked rep records to names, and posts a single Slack message with calls, bookings, missed calls and conversion rate per rep. It handles the awkward parts of Airtable properly — pagination, linked-record arrays, select fields that can be a string or an object, and timezone boundaries for a business that is not on UTC.
How it works
- A schedule trigger fires at the end of each business day.
- The workflow builds a UTC date window from the business's own timezone.
- Calls, appointments and reps are fetched from Airtable with full pagination.
- A Code node aggregates per rep and computes missed calls and conversion rate.
- One formatted digest posts to Slack — no dashboard login required.
What it connects
- n8n
- Airtable
- Slack
Get the template
The download is the raw n8n JSON. Import it via Workflows → Import from File, replace the YOUR_* placeholders with your own IDs, and connect your own credentials. Nothing is pre-filled and no account of ours is referenced.