Quick overview This scheduled workflow pulls last week’s Salesforce opportunities, tasks, and events for a specific rep, computes activity and pipeline health metrics, uses Groq (LLM) to generate coaching insights, creates a QuickChart performance chart URL, and emails a weekly behavioral report via Gmail. How it works Runs weekly on a schedule. Retrieves a target Salesforce user and queries that user’s opportunities with activity in the last week. Builds an Opportunity ID list, then pulls related Salesforce Tasks and Events and merges them into a single activity stream alongside the opportunities. Calculates per-opportunity engagement metrics (touches, calls, emails, follow-ups, meetings) and the days since last activity based on activity subjects and dates. Aggregates the opportunity metrics into per-rep totals including revenue, won/lost deals, and a stale-deal count based on activity gaps. Generates a QuickChart URL visualizing weekly activity versus outcomes and sends the rep metrics to Groq to produce structured coaching insights. Combines the chart and AI insights and sends an HTML weekly coaching email through Gmail.
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