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Description:
Transform your spreadsheet data into actionable intelligence with this smart n8n workflow template! This automation extracts sales, lead, and customer data from spreadsheets, analyzes it with Azure OpenAI, and delivers concise, prioritized summaries straight to your team’s Telegram—keeping everyone aligned without manual reporting.
Perfect for sales teams, managers, and business owners, this workflow ensures that critical insights, performance trends, and lead recommendations are instantly available where your team communicates most.
What This Template Does (Step-by-Step):
📂 Extract Spreadsheet Data
Fetches customer, lead, and sales information from Google Sheets, Excel, or CSV files.
🧹 Prepare & Structure Data
Cleans and formats entries for accurate AI analysis.
🤖 AI-Powered Insights with Azure OpenAI
Analyzes sales and lead data to surface key metrics, trends, and per-lead recommendations.
📊 Generate Clear Summary Reports
Compiles insights into a concise, easy-to-read digest for decision-making.
📲 Send Summaries to Telegram
Instantly delivers formatted reports to your group or channel for real-time visibility.
Perfect For:
- Sales teams tracking pipeline performance
- Managers monitoring KPIs and trends
- Business owners seeking actionable insights without manual reporting
- Teams needing instant updates on opportunities and next steps
Built With:
- Spreadsheet integrations (Google Sheets, Excel, CSV)
- Azure OpenAI (AI-driven insights & recommendations)
- Telegram API (team-wide report delivery)
- n8n workflow logic (data preparation & formatting)
Key Benefits:
✅ AI-driven sales insights without manual effort
🔍 Clear prioritization of leads and opportunities
🧠 Smarter, faster decision-making with real-time reports
📒 Centralized updates for full team visibility
🛠 100% no-code and fully customizable in n8n