Build a daily sales leaderboard from your CRM in Notion and Slack

Pulls your CRM deals, ranks each rep's performance, and sends AI-written motivational updates to Slack and Notion.

How the work actually flows

A straight line. Runs once per each sales rep.

Pattern: Multiple Instances with a priori Design-Time Knowledge (13)

flowchart TD trig(["daily schedule trigger"]):::trigtime s0["Pull CRM deals"]:::svc s1[["Calculate totals per rep"]]:::mi s2["Update Notion dashboards"]:::svc s3["Write motivational messages"]:::svc s4["Post leaderboard to Slack"]:::svc trig --> s0 s0 -->|"one per each sales rep"| s1 s1 --> s2 s2 --> s3 s3 --> s4 out[/"updated leaderboard and Slack post"/]:::out pay{{"always current team performance visibility"}}:::pay s4 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itAn outside serviceRuns once per itemResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineMessaging & NotificationsSpreadsheet & Database OpsReporting & Analytics
Connects
HighLevelNotionSlackOpenAIGoogle Sheets

The problem it solves

Building a sales leaderboard means exporting CRM data, crunching numbers in a spreadsheet, and writing something upbeat to share with the team, over and over. It's easy to fall behind, and reps lose visibility into how they're doing against their goals.

Who it fits

Best for sales managers who want an always-current leaderboard without manually pulling CRM reports.

How it works

  1. The automation pulls every open and closed deal from your CRM
  2. It totals deals, value, and wins for each sales rep
  3. A performance dashboard is created or updated in Notion for every rep
  4. AI writes a short, personalized motivational message based on each rep's results
  5. The rankings and messages are posted to your sales team's Slack channel
What you get

Rankings your team sees without you pulling a report

Your sales team gets an always-current leaderboard with personalized, motivating updates posted straight to Slack and Notion.

What you get

An updated Notion performance dashboard and a Slack message ranking and celebrating each rep's results.

What you need

A HighLevel CRM account, a Notion workspace, a Slack workspace, and an Azure OpenAI API key.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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