{
  "name": "Calculate OTE attainment per rep",
  "description": "Query Salesforce closed-won by owner, join to quotas in Sheets, compute attainment versus pace, and flag anyone behind.",
  "generatedBy": "Spion",
  "generatedAt": "2026-06-14T14:13:03.646Z",
  "confidence": "strong",
  "efficiencyGain": {
    "manualSteps": 6,
    "automatedSteps": 4,
    "reductionPercent": 33,
    "timeSavedPerRun": "~18 min",
    "annualHoursSaved": 4
  },
  "trigger": {
    "provider": "workato",
    "type": "schedule",
    "name": "Monthly schedule",
    "description": "1st of each month 07:00"
  },
  "actions": [
    {
      "number": 1,
      "type": "action",
      "tool": "Salesforce",
      "name": "Search opportunities",
      "description": "Stage = Closed Won, close date this quarter, grouped by Owner.",
      "replaces": [
        "Salesforce report: closed-won by owner",
        "Export CSV"
      ],
      "addedBySpion": false
    },
    {
      "number": 2,
      "type": "action",
      "tool": "Google Sheets",
      "name": "Read range",
      "description": "Read the Quotas tab for each rep's annual number.",
      "replaces": [],
      "addedBySpion": false
    },
    {
      "number": 3,
      "type": "action",
      "tool": "Formula",
      "name": "Compute attainment",
      "description": "attainment % = closed-won / (quota x fraction of quarter elapsed); flag anyone below 70% of pace.",
      "why": "pace-adjusted attainment is the number that actually predicts a miss.",
      "replaces": [],
      "addedBySpion": true
    },
    {
      "number": 4,
      "type": "action",
      "tool": "Google Sheets",
      "name": "Upsert rows",
      "description": "Write one row per rep to Comp Tracker: closed-won, quota, attainment %, pace flag.",
      "replaces": [
        "Open Comp Tracker sheet, paste",
        "Divide, format %",
        "Color the reds"
      ],
      "addedBySpion": false
    }
  ]
}