Field Sales Recap Operator
A field sales operations agent that pulls the latest rep submissions from your team spreadsheet, compiles daily sales, installs, appointments, and commissions, dedupes against prior days, ranks reps, and posts a punchy recap to your sales team chat at end of day. Calls out the top performer, flags zero-activity reps, and keeps a running state so the next recap never double-counts or misses a row.
Agent snapshot
Built for home services work, not a generic template.
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template uses
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catalog view
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integrations used
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labels matched
Sample input
Build an agent to field Sales Recap Operator. Use Google Sheets and Slack. Focus on operations. Return a ready-to-review result after each run.
Sample output
Every evening at 6 PM, scans the past 24 hours of rep submissions, tallies sales, installs, appointments, and commissions, then posts a ranked recap with a top performer callout to your team chat.
Workflow brief
Where Field Sales Recap Operator fits in a home services automation system
Field Sales Recap Operator is designed for a specific recurring job: a field sales operations agent that pulls the latest rep submissions from your team spreadsheet, compiles daily sales, installs, appointments, and commissions, dedupes against prior days, ranks reps, and posts a punchy recap to your sales team chat at end of day. Calls out the top performer, flags zero-activity reps, and keeps a running state so the next recap never double-counts or misses a row. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.
A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.
In this setup Twin uses Google Sheets and Slack as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.
What this agent automates
This run includes 7 concrete steps from the published agent data.
Resolve the current run window using LOOKBACK_HOURS and TIMEZONE, snapshot the cutoff timestamps to the state table
Pull all rep submission rows from the connected spreadsheet whose submission timestamp falls inside the window
Dedupe against rows already recapped by checking the agent database for prior submission IDs
Group remaining rows by rep, compute totals for each metric in METRICS_TO_TRACK, and rank the team
Format the recap using RECAP_TONE, applying COMMISSION_VISIBILITY and TOP_PERFORMER_CALLOUT rules
Post the recap message to the connected team chat at RECAP_DELIVERY_TIME in TIMEZONE
Integrations used
Field Sales Recap Operator connects Google Sheets and Slack.
Google Sheets
Connected in this agent
Slack
Connected in this agent
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Plans start at €20/mo