Find where your funnel actually leaks.

What it does

Conversion math. Leak detection.

1. 1
   Schedule Trigger — every Monday at 8am

   Cron: 0 8 * * 1. Lands the report in your inbox before the first sales meeting of the week.
2. 2
   Fetch 90-Day Leads — HTTP Request

   Pulls every lead with stage history from the last 90 days. Replace the URL with your CRM (Follow Up Boss, HubSpot, Pipedrive, Salesforce, Shopify) and add your bearer token.
3. 3
   Sample Lead Data (replace this)

   Six sample leads at different stages let the workflow run out of the box. Once Fetch 90-Day Leads is wired up, delete this node and connect the HTTP request directly to Calculate Funnel.
4. 4
   Calculate Funnel — Code

   JavaScript node counts leads at each stage (new, discovery, proposal, closed, lost), computes conversion rates between each transition, calculates average days-to-close, totals pipeline and closed value, and identifies the stage transition with the biggest drop-off.
5. 5
   Write Funnel Narrative — OpenAI

   Uses gpt-4o-mini to write three short sections: a headline, the leak diagnosis with a plain-English reason, and one concrete experiment to try this week. ~$0.0005 per run.
6. 6
   Create Google Doc

   Creates a dated Google Doc with the full report so you have a permanent archive. Optional. Remove if you only want email.
7. 7
   Email Report — Gmail

   Sends an HTML email with the narrative, full counts by stage, conversion rates at every step, average days-to-close, pipeline value, and closed value.

Use it in your business

Vertical-specific framing