Weekly CS Digest Generator

Overview

This n8n workflow runs every Monday at 9 AM and compiles a comprehensive weekly digest of customer success activity. It aggregates new risk flags, resolved issues, expansion wins, and upcoming renewals from your CRM, then delivers a formatted summary to CS leadership via Slack and email. No more manual report-building.

Prerequisites

Before setting up this template, you'll need:

• n8n instance (self-hosted or n8n Cloud)
• Salesforce — OAuth2 API credentials with read access to accounts, activities, and opportunities
• Slack workspace — Bot token with permission to post to channels
• SMTP credentials — For sending the email digest

Setup Guide

Step 1: Import the Workflow

1. Open your n8n instance

2. Go to Workflows → Import from File

3. Upload the workflow.json file

Step 2: Configure Credentials

1. Salesforce: Add Salesforce OAuth2 credentials in n8n Settings → Credentials

2. Slack: Configure Slack bot credentials

3. SMTP: Add your email server credentials

Step 3: Update API Endpoints

Open each HTTP Request node and replace placeholder URLs:

• Fetch New Risk Alerts — Your CRM endpoint for risk alerts created in the last 7 days
• Fetch Resolved Issues — Your CRM endpoint for resolved activities
• Fetch Expansion Wins — Your CRM closed-won expansion opportunities
• Fetch Upcoming Renewals — Your CRM accounts with renewals in the next 30 days

Step 4: Configure Recipients

• Update Slack channel (default: #cs-leadership)
• Update the email to address (default: cs-leadership@yourcompany.com)
• Update the from address (default: cs-digest@yourcompany.com)

Step 5: Adjust Schedule

Default: Monday at 9 AM UTC. Edit the Monday 9 AM Schedule node's cron expression to adjust timing or timezone.

Step 6: Activate

Toggle the workflow to Active.

Configuration Options

Setting

Default

Description

Schedule	Monday 9 AM UTC	When the digest runs
Lookback period	7 days	How far back to aggregate data
Renewal window	30 days	How far ahead to show renewals
Slack channel	#cs-leadership	Where the digest is posted
Email recipient	cs-leadership@yourcompany.com	Who gets the email digest

How to Customize

Add more sections

Edit the Compile Digest code node to include additional sections:

• New customers onboarded — Pull from your onboarding pipeline
• NPS/CSAT trends — Include weekly sentiment changes
• CSM leaderboard — Top-performing CSMs by accounts saved/expanded

Change the schedule

Update the cron expression in the trigger node:

• Daily: 0 9 * * *
• Bi-weekly: 0 9 * * 1,4
• First Monday of month: 0 9 1-7 * 1

Add per-CSM digests

Add a loop that generates individual digests for each CSM, filtered to their accounts only.

Include charts

Use an HTTP Request to a chart service (QuickChart.io) to generate visual charts for the email version.

Archive digests

Add a Google Sheets or database node to store each week's metrics for quarterly/annual trend analysis.

Troubleshooting

• Empty digest — Verify your CRM API endpoints return data for the specified date ranges
• Wrong timezone — The cron 0 9 * * 1 runs at 9 AM UTC; adjust for your team's timezone
• Email formatting broken — Check that the HTML digest doesn't contain unescaped special characters
• Slack not posting — Ensure the bot is added to the #cs-leadership channel
• Missing expansion data — Verify your CRM has a separate opportunity type or stage for expansions