Sales Team Monitoring via Chats and Calls

★ 5.0 · n8n · complex · 39 nodes

Sales Team Monitoring with Chat2Desk and Supabase is an n8n automation template that collects manager activity data from chats and calls and turns it into structured reports. Reach for it when a sales lead is tired of manually listening to call recordings to evaluate performance, when you need a weekly team review without spreadsheet juggling, or when you want conversion rates, leads, and bookings visible in one place. The system consists of five workflows. The first syncs the manager list from Chat2Desk daily at 06:00. The second saves Chat2Desk chat messages to Supabase via webhook. The third fetches call recordings from UIS at 23:00 and transcribes them via OpenAI. The fourth builds daily per-manager reports at 04:00 — quality score, average grade, leads, bookings, and conversion. The fifth runs weekly, generating a sales-director-perspective team review using GPT-4.1-mini and outputting both a text report and a JSON payload for dashboards. Trigger: scheduleTrigger. Integrations: Chat2Desk, UIS, Supabase, OpenAI. The package contains five workflow files. Requires active Chat2Desk, UIS, and OpenAI accounts plus a self-hosted or cloud Supabase instance.