Get a Comprehensive Monthly Sales Report in Slack
Stay on top of your numbers monthly. Notis sends a comprehensive sales report to Slack covering deals, revenue, pipeline, and key metrics.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post message to channel
Deprecated: posts a message to a slack channel, direct message, or private channel. use `send message` instead.
Why this helps
Manual monthly reporting is tedious and error-prone. Neurodivergent founders need automated, structured summaries that highlight progress and areas needing attention.
- Review a month of sales activity in one structured report
- Track progress toward goals and quotas automatically
- Spot trends and areas needing intervention early
- Share consistent metrics with leadership and stakeholders
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Slack to Notis.
- 2Create an automation called 'Monthly Sales Report' with this prompt: 'On the first business day of every month at 8am, send a comprehensive report to #sales with: total deals closed (count and revenue), new contacts added, pipeline value by stage, average deal size, deals won rate, and pipeline velocity trend.'
- 3Select 'Scheduled (Cron)' as your trigger, set it for month-start, and pick #sales as your reporting channel.
- 4Test the automation manually and adjust the metrics included to match your business priorities.
Questions about this workflow
Which metrics should I include in my report?
Focus on what drives your business: revenue, deal count, win rate, pipeline value, deal velocity, or custom KPIs you track.
Can I compare this month to last month?
Yes. Edit your prompt to request year-over-year or month-over-month comparisons and growth percentages.
Can this include forecasts or predictions?
Yes. Notis can include pipeline projections, win probability estimates, or forecast-to-target analysis if configured.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Slack. A trigger fires from one place; an action lands in another.
Hubspot triggers
Slack actions
Contact Created Trigger
Contact Created Trigger
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Not just Hubspot and Slack. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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