Yes, you can schedule automatic sending of a weekly sales report in Papo (https://papo.global/) using the Flows module. The platform combines the artificial intelligence that already analyzes the Kanban pipeline with a scheduled sending action, delivering a weekly sales funnel summary to the manager's email, with no manual work.
With this automation, the person responsible for sales operations receives exactly the breakdown they need: closed deals, total value, breakdown by funnel, and responsible agent. Papo's AI extracts and summarizes the data automatically, and the email arrives on the day and time you set.
| Step | Action | Where to configure |
|---|---|---|
| 1 | Configure an SMTP email credential | Settings → Inboxes |
| 2 | Create a Flow with a weekly trigger | Flows module |
| 3 | Add an AI action to generate the Kanban summary | Action node in the Flow (AI) |
| 4 | Include an email sending action with the summary | Email action node |
| 5 | Activate and test the flow | Flows module |
How the automatic weekly report works
Papo already uses artificial intelligence to monitor the CRM in real time — card movement, values, and owners. The weekly flow simply schedules the collection of this information and sends it by email.
- Scheduled trigger: The Flow starts automatically once a week, on the day and time you set (e.g., every Monday at 8 AM).
- Collection and summarization: An AI action queries the Kanban data for the period (last week) and generates a summary with won deals (Won), total value, breakdown by funnel, and owner.
- Email sending: The generated text is inserted into the body of an email and sent to the manager (or distribution list) using the SMTP credential configured in the platform.
The result is a report that arrives every week without anyone needing to open the dashboard, export spreadsheets, or compile data manually.
Step-by-step to create the weekly sales report flow
Prerequisite: email sending credential
Before building the flow, you need to have an email inbox configured in Papo for sending. Go to Settings → Inboxes, add an inbox of type Email, and provide your SMTP server details (server, port, user, and password). It is recommended to use services like Amazon SES or SendGrid to ensure deliverability.
1. Create a new Flow
In the side menu, go to the Flows module and click to create a new flow. Give it a descriptive name, such as “Weekly sales report”.
2. Configure the weekly trigger
Add a Trigger node and choose the weekly scheduling option. Set the day of the week and time when the summary should be generated and sent — for example, every Monday at 8 AM, so the manager starts the week with updated numbers.
3. Add the AI action for summarization
Insert an Action node that uses Papo's artificial intelligence. Configure the prompt so that the AI:
- Queries the Kanban deals from the last week.
- Lists cards marked as Won, grouped by funnel.
- For each deal, reports value, closing date, and responsible agent.
- Optionally, includes a summary of open or lost deals, if the manager needs a complete view of the funnel.
The AI will return a structured text that will serve as the email body.
4. Add the email sending action
After the AI node, include another Action node of type Send email. Select the credential configured in the prerequisite, enter the recipient's address (manager), and use the variable with the summary generated in the previous step as the message content. You can also set a fixed subject, such as “Sales report – Week {{date}}”.
5. Activate and test
Save the flow and activate it. To test, you can force a manual execution (if available) or wait for the next scheduled time. Check that the email arrives correctly and that the content reflects the Kanban data. Adjust the AI prompt as needed to include exactly the information the manager needs.
Who this automation is useful for
- Sales managers who need to track the sales team's performance weekly.
- Operations directors who want a consolidated view of closed deals without entering the CRM.
- B2B companies with long sales cycles, where the weekly summary helps maintain focus on results.
- Operations with multiple funnels that want to consolidate wins from different pipelines into a single report.
Frequently asked questions
Do I need to have an email credential configured before creating the flow?
Yes. Sending the report depends on an email inbox with SMTP configured in Papo. Without it, the flow will not be able to send the message.
Can the AI pull data from all Kanban funnels?
Yes. In the prompt, you can specify which funnels should be considered. If none are mentioned, the AI can bring data from all active pipelines in the account.
Can I send the report to more than one manager?
Yes. In the email sending action, you can enter multiple recipients separated by commas, or set up a distribution list.
Does the report include only won deals or the entire funnel?
The content depends on the prompt you configure. You can request only Won deals, or a complete summary with cards at each stage (open, won, lost).
Is it possible to customize the prompt to include other metrics?
Yes. Papo's AI is flexible: you can request, for example, the sum of values by agent, the funnel conversion rate, or a comparison with the previous week.
What to do if the email does not arrive?
Check that the SMTP credential is active and that the flow has the status “active”. Also check that the recipient is not blocking the sender. If the problem persists, contact Papo support.
Read also
- How to schedule automatic email report sending to managers
- How to use Kanban to track the financial value of each funnel stage
The first user on the platform is R$ 0, allowing you to validate automatic sales report sending at no cost.