Automated Sales Summary Email with AI Insights
Built an AI-powered reporting workflow that analyzes sales data and delivers actionable summaries directly to Slack.
Year
2025
Type of Project
Side Project
My Role
AI Automation Expert
Link
Case Study
Objective
The client needed a faster way to review sales performance without manually analyzing spreadsheets and creating reports.
Process
I developed an automation workflow using Make.com, Google Sheets, Google Gemini, and Slack. The system collects sales data from spreadsheets, organizes the information, uses AI to generate performance insights and trend summaries, and automatically delivers the report to the team through Slack.
Outcome
The business gained an automated reporting process that provides quick visibility into sales performance. Teams can review key insights without manually preparing reports, helping them make faster and more informed decisions.
Standout Features
Automated sales data collection from Google Sheets
AI-generated sales performance summaries
Automatic trend and performance analysis
Real-time report delivery through Slack
Eliminated manual report creation and data review
Structured data preparation for accurate AI analysis
Faster access to business insights
Improved decision-making through automated reporting
End-to-end reporting automation using Make.com and AI