Content Library
SOPs and operating references for your content system.
No SOPs match your search.
Your Favourites
SOPs you've starred — quick access to what you use most.
The Setup
Every piece of equipment you need to look premium — with direct links to buy.
Why this matters
Most people in your space look exactly the same.
iPhone camera. Ring light. Grey wall. Average setup signals average authority. In a business built on personal brand, your audience makes a judgment about you in the first three seconds of a video. This kit list is four years of international videography across Dubai, Amsterdam, Berlin, Atlanta, Morocco and Paris distilled into one place. Every product has been tested on real productions. You skip the years of trial and error and start looking the part from day one.
4Years of shoots
11International jobs
Essential Kit Budget
What you'll spend to start looking premium
Camera + Lens
~£2,029
Audio
~£309
Lighting
~£79
Rigging & Support
~£185
Power & Storage
~£75
Total essentials (guide price)
~£2,677
Based on essential-tagged items only. Recommended and optional items are extra. Prices are guides — check Amazon for live pricing. Budget pick for audio: DJI Mic Mini 2 (~£89) instead of DJI Mic 3 drops audio spend to ~£219.
Don't want to buy yet?
Rent equipment before you commit
Hygglo lets you rent cameras, lenses and lighting from people near you. Great for testing kit before buying — Efua uses it himself.
Browse Rentals →
Claude Skills
AI prompts and workflows built specifically for your content operation.
Leverage
Templates and tools that run the content operation — Notion workspaces, Zapier flows, and n8n automations. Plug in, customise, deploy.
Your content operation, plug-and-play.
These are the exact systems built for your business — Notion databases, n8n automations, and Zapier flows. Already configured. You just swap in your IDs.
3Systems
3Automations
<1hrTo Go Live
Step 1
Systems
Your Notion workspaces — set these up first. Automations plug into them.
Notion
Short-Form Calendar
Every Reel, TikTok and Short tracked from idea to posted. 11 statuses, one database.
11 statuses
Short-form
● Live
→
Notion
YouTube Calendar
Full pre-production tracking — strategy, scripting, thumbnail concepts, title variations, editing pipeline.
8 pre-prod stages
Long-form
Coming Soon
→
Notion
YouTube Thumbnails
Thumbnail project management per video. Auto-created when a video hits the Thumbnail Concepts stage in pre-production.
Requires
→
YouTube Calendar
Notion
Automation
● Live
→
Notion
Sales Data Report
Weekly setter and closer data collected and structured. Always visible, always up to date.
Weekly cadence
Data Intelligence
● Live
→
Step 2
Automations
Plug these into your systems. Each one requires a system to be set up first — shown on the card.
Zapier
Discord
Automated Weekly Setter Reports
Monday reminder fires automatically. Setter submits → Notion logged → content team notified on Discord.
Requires
→
Sales Data Report
JotForm
Notion
Updated 16 May
● Live
→
n8n
Discord
SFC Calendar Notifications
Notion status change → instant Discord notification to the right channel. Zero manual chasing.
Requires
→
Short-Form Calendar
Updated 16 May
● Live
→
Zapier
Metricool
Auto-Posting
Videos marked Scheduled post to Metricool automatically — first in queue goes first. No manual uploads.
Requires
→
Short-Form Calendar
Zapier
Updated 16 May
● Live
→
n8n
Claude API
Notion
AI Closer Summary
Sales calls automatically summarised. Objections, patterns and insights extracted without lifting a finger.
Requires
→
Sales Data Report
Transcript → Report
Data Intelligence
Updated 16 May
● Live
→
Zapier
n8n
YouTube Calendar Notifications
Video goes live on YouTube → Notion status updates to Posted, Discord gets notified. Fallback zap keeps calendar accurate if main trigger misses.
Requires
→
YouTube Calendar
Zapier
Discord
Updated 16 May
● Live
→
Before you start
Accounts you need across all templates
Short-Form Calendar
Notion system — set this up before connecting any automations
Notion● Live
The production pipeline for every Reel, TikTok, and Short — from idea to posted. 11 statuses, one Notion database. This is your core system — set it up before connecting any automations.
▶
Walkthrough video coming soon
Setup Steps
1
Create a Notion account
Go to notion.so and sign up free. This is where your content calendar lives.
2
Duplicate the Notion template
Open the SFC Calendar template and click "Duplicate" to add it to your workspace. That's it — your system is live. Connect the SFC Calendar Notifications automation when you're ready.
YouTube Calendar
Notion template + n8n automation (coming)
Notionn8nComing Soon
Long-form production tracking from strategy through to upload. Each video moves through 8 pre-production stages — scripting, thumbnail concepts, title testing, editing pipeline — all in one Notion board with Trakyo story linking.
↗ Get Notion Template▶
Walkthrough video coming soon
Setup Steps
1
Create a Notion account
Go to notion.so and sign up free.
2
Duplicate the YouTube Calendar template
Open the YouTube Calendar template link from your portal and click "Duplicate".
3
Set up Trakyo
Create a Trakyo account and link each video's story URL in the Trakyo field on your calendar card.
4
Add your YouTube playlists
Update the YouTube Playlist select field options to match your actual channel playlists.
5
n8n automation — coming soon
Discord status alerts for the YouTube calendar are being built. Setup guide will be added here when live.
SFC Calendar Notifications
n8n automation — template ID: y3cOkBH8SLmi75XO
n8nDiscord● Live
⚠️
Set up the Short-Form Calendar first
This automation plugs directly into your SFC Calendar Notion database. If you haven't duplicated that template yet, set it up here first — then come back to this page.
Every status change on your SFC Calendar fires the right Discord message to the right channel — automatically. Editors know when to start, reviewers know when to check, no one needs to chase anyone.
▶
Walkthrough video coming soon
Setup Steps
1
Create a Notion integration
Go to notion.so/my-integrations, create a new integration, and copy the secret key. Then open your SFC Calendar in Notion, go to Settings → Connections, and connect this integration. This allows n8n to read your database.
2
Create a Discord server and channels
Go to discord.com and create a server for your content team. Add two channels: #content-ideas and #content-calendar-update. Status alerts will fire to these channels.
3
Create a Discord bot
Go to discord.com/developers → New Application → Bot → copy the token. Invite the bot to your server with "Send Messages" permission.
4
Create an n8n account
Go to n8n.io and create an account. You can self-host or use n8n Cloud — either works.
5
Import the automation template
Download the template above and import the JSON file into n8n (Workflows → Import from file). This gives you the complete pre-built Notion → Discord status routing workflow, ready to configure.
6
Fill in your 6 IDs in the Config node
Open the Config node at the top of the workflow. Paste in: (1) Notion DB ID, (2) Discord Guild ID, (3) #content-ideas channel ID, (4) #content-calendar-update channel ID, (5) reviewer Discord user ID, (6) Notion calendar view URL. All other nodes reference this one node automatically.
7
Add the test webhook to your Notion automation
Go back to your SFC Calendar in Notion and open the automation panel. Copy the test webhook URL from the n8n workflow and paste it into the automation trigger. You must use the test webhook during testing — the production webhook is inactive until the workflow is activated.
8
Test, then activate
Change a card status in Notion and confirm the Discord notification fires correctly. Once everything works, activate the workflow in n8n — then go back to the Notion automation and swap the test webhook URL for the production webhook URL. If you skip this swap, the automation stops working the moment your n8n test session closes.
Zapier Alternative
Using Zapier instead of n8n? Two zaps replace the full n8n workflow — one for updates, one for new entries. Zapier can't combine both triggers in a single zap, so you need both.
Zap 1 · Status updates
SFC Calendar Update Notifications
Notion page updated → Discord notification
Triggers when a status changes on any existing SFC Calendar entry. The right Discord channel gets notified with the right message — editor starts, reviewer checks, scheduled confirms.
Zap 2 · New entries
SFC Calendar Creation Notifications
New Notion page created → Discord notification
Triggers when a brand new entry is added to the SFC Calendar. Notifies the right channel that a new content idea has been added — keeps the team aware of the pipeline without having to check Notion.
YouTube Thumbnails
Notion template
Notion● Live
⚠️
Set up the YouTube Calendar first
This template is linked to your YouTube Calendar database. If you haven't set that up yet, do that first — then come back here.
Thumbnail project management for every YouTube video — tracked, organised, and automatically created. When a video hits the Thumbnail Concepts stage in your YouTube Calendar pre-production pipeline, a new thumbnail project page is generated from a template. Your team starts work immediately, no manual setup needed.
↗ Open Notion Template▶
Walkthrough video coming soon
Setup Steps
1
Duplicate the template
Click Open Notion Template above and hit "Duplicate" to add it to your workspace. This is the database where every thumbnail project lives.
2
Connect the relation to your YouTube Calendar
In your YouTube Calendar database, make sure the Thumbnails relation property is pointing to this duplicated database. This link is what the automation uses to create project pages in the right place.
3
The automation handles everything else
When you move a video's pre-production stage to Thumbnail Concepts in your YouTube Calendar, a new page is automatically created here from the project template — ready to brief your thumbnail designer. No manual work per video.
YouTube Calendar Notifications
Zapier · n8n · Discord · Notion
Zapier
n8n
Discord
Notion
● Live
⚠️
Set up the YouTube Calendar first
These automations plug into your YouTube Calendar Notion database. If you haven't set that up yet, do that first — then come back here.
Three automations that keep your YouTube Calendar accurate and your team in the loop without lifting a finger. When a video goes live on YouTube, Notion automatically marks it as Posted and Discord gets a notification. A fallback zap catches anything the main trigger misses. n8n handles the full Discord update workflow.
▶
Walkthrough video coming soon
Automation Templates
Set up all three. Automation 1 is the main trigger — 2 is the fallback — 3 is the Discord update workflow.
Automation 1 · Main trigger
YouTube Video Posted
New video on YouTube → Notion status = Posted + Discord notification
When a video goes live on your YouTube channel, this Zapier automation finds the matching entry in your YouTube Calendar Notion database, updates the status to Posted, and fires a notification to your Discord #content-calendar-update channel. Your team knows the second it's live — no one has to check manually.
Automation 2 · Fallback
YT Notion Link Update
Searches YouTube → finds video → updates Notion with link and status
In case Automation 1 misses a video, this fallback zap goes and searches YouTube directly, locates the video, and updates your Notion calendar with the correct link and Posted status. Keeps the database accurate even when the trigger doesn't fire.
Automation 3 · Discord workflow
YouTube Discord Updates (n8n)
YouTube Calendar status changes → formatted Discord notifications
The n8n workflow that handles the full Discord notification logic for the YouTube Calendar — status routing, message formatting, and channel delivery. Download the template, import it into n8n, and fill in the Config node with your IDs.
Auto-Posting Pipeline
Zapier + Metricool
ZapierMetricool● Live
⚠️
Set up the Short-Form Calendar first
This automation reads the Scheduled status from your SFC Calendar database. If you haven't set that up yet, do that first — then come back here.
When a video hits Scheduled status in your SFC Calendar, Zapier picks up the first video in the queue and schedules it on Metricool automatically. No manual uploads — the status change does everything.
▶
Walkthrough video coming soon
Setup Steps
1
Set up Metricool
Go to metricool.com and sign up. Connect your Instagram, TikTok, and any other platforms you post to.
2
Use the Zapier template
Open the SFV Auto-Posting Zap template in Zapier. This is pre-built: it watches your SFC Calendar for videos that move to Scheduled status, takes the first video in queue, and schedules it on Metricool.
3
Connect your Notion workspace
Zapier will ask you to authorise Notion. Point the trigger at your duplicated SFC Calendar database. The trigger condition is already set to Status = Scheduled — don't change it.
4
Connect your Metricool account
Authorise Metricool in Zapier. The action step maps the Notion video title, file URL, caption, and scheduled date to the Metricool schedule fields — these are pre-mapped in the template.
5
Test and activate
Move a test card to Scheduled in your SFC Calendar and confirm it appears in your Metricool queue. Once confirmed, activate the Zap. It's live — no more manual uploads.
Post Status Notifications
Two Zapier automations that tell you the moment a post goes out — or fails.
Notification 1
Post Published
Metricool post published → Discord notification
When Metricool successfully publishes a short-form video, this Zapier automation fires a notification to your content team on Discord. You know the exact second any post goes live across all platforms.
Notification 2
Post Failed
Metricool post failure → Discord alert
If Metricool fails to publish a post, this Zapier automation fires an alert to Discord immediately. You catch failures before they become missed posting days — and can fix or reschedule before anyone notices.
Sales Data Report
Notion template
Notion● Live
A structured weekly data collection system for your setter and closer team. Cash collected, show rates, close rates, and objections — all logged in Notion and feeding into your content intelligence layer.
↗ Open Notion Template▶
Walkthrough video coming soon
Setup Steps
1
Open the template
Click Open Notion Template above. The page contains 4 pre-built databases: Setter Reports, Sales Call Scripts, AI Closer Reports, and Client Onboarding Forms.
2
Duplicate into the client's workspace
Hit "Duplicate" in the top-right. Add each database to the client's Notion workspace — not your own. The client owns this data.
3
Set up setter access
Share the Setter Reports database with your setter as a guest (Can edit). Share the Google Form link with them — form responses flow into Notion automatically once Zapier is connected.
4
Set up closer transcript storage
The Sales Call Scripts database stores every call transcript. Your closer uploads or pastes their transcripts here weekly — the AI Closer Summary automation reads from this.
5
Connect the Zapier automations
Two Zapier zaps tie the system together. Set up both using the templates in the section below — ~10 minutes each. Once live, the system runs itself every week.
Zapier Automations
Zap 1
Weekly Reminder to Sales Team
Schedule → Discord #sales-team
Every Monday at your set time, Zapier pings the setter and closer in #sales-team with links to both Google Forms. Fully automatic — no manual follow-up.
↗ Use Template
Zap 2
Form → Notion → Discord
Google Forms → Notion DB → #weekly-sales-reports
Form submitted → Notion database entry created with all answers → Notion page URL sent to #weekly-sales-reports so the content team sees it immediately.
↗ Use TemplateAI Closer Summary
n8n · Claude API · Notion · Discord
n8n
Claude API
Notion
Discord
● Live
⚠️
Set up the Sales Data Report (Notion) before this step
This automation pulls closer call transcripts from your Notion database. The transcripts database and the weekly summary database both need to be live before you connect n8n. Set up Sales Data Report →
Every Saturday, n8n pulls this week's closer call transcripts from Notion, feeds them to Claude, and gets back a structured weekly report — objections, content angles, competitor intel, YouTube ideas — all formatted and saved to Notion automatically. Discord notification fires when it's ready.
▶
Walkthrough video coming soon
Two Automations — One System
Zapier runs all week collecting transcripts. n8n fires every Saturday and processes them. Set up Automation 1 first.
Automation 1 · Set up first
Transcript Collection (Zapier)
Sales call ends → transcript saved to Notion database
Every time a closer call finishes, this Zapier automation pulls the transcript and saves it to your Notion transcripts database with Status = "Pending Reviewing". Runs in the background all week — so by Saturday, n8n has a full week of calls ready to process.
Automation 2
Weekly AI Report (n8n)
Every Saturday → pull transcripts → Claude API → Notion report → Discord
Fires every Saturday. Pulls all "Pending Reviewing" transcripts from the last 7 days, sends them to Claude, and saves the 6-section report to Notion. Discord notification fires with a direct link.
How It Works
The workflow runs fully automatically — no input needed once it's live
1
Schedule Trigger — fires every Saturday at 7pm. Change day + time inside n8n if needed.
2
Edit Fields node — 13 config fields you fill in once: client name, ICP, founder backstory, company motto, objections, closes, Notion token, database IDs, Anthropic API key. Everything else in the workflow pulls from here automatically — nothing else needs touching.
3
Get Notion transcripts — pulls all closer call entries from the last 7 days with Status = "Pending Reviewing".
4
Code node (personalised) — builds the full Claude prompt using your client context + transcripts. This step needs to be customised for each client — see Step 4 below.
5
HTTP Request → Claude API — sends the prompt to claude-sonnet-4-6. Gets back a 6-section weekly report: sales deep dive, prospect insights, objections, competitor intel, content intentions, 5 YouTube video ideas.
6
Create Notion page — report saved to the weekly summary database. Transcripts marked "Reviewed" automatically.
7
Discord notification — success message posted to weekly-sales-reports with a direct link to the new Notion report. Failure message fires if Claude errors.
Setup Steps
1
Set up the two Notion databases
You need two databases in Notion before this workflow can run.
Transcripts database (your Sales Data Report) — must have these exact fields or the workflow breaks:
Transcripts database (your Sales Data Report) — must have these exact fields or the workflow breaks:
Status(type: Status) — options must include Pending Reviewing and ReviewedCall Trascript(type: Text) — note the typo, must match exactlyCall Date(type: Date)Closer(type: Select)
Name(type: Title) — auto-filled by n8nCalls analysed(type: Number)Date created(type: Date)
2
Get your Claude API key — add at least $10 credit
This workflow calls the Claude API directly — it's not a Claude.ai subscription, it's pay-per-use API access. A weekly report costs pennies, but you need credit loaded before it'll run.
- Go to console.anthropic.com
- Sign in or create a free account
- Go to Billing → add at least $10 credit (recommended minimum — enough for months of weekly reports)
- Go to API Keys → Create new key → copy it
- Paste it into the Anthropic API key field inside the Edit Fields node
3
Import the template and connect Notion
Download the template above → go to n8n → New workflow → Import from file → upload the JSON.
Connect your Notion integration to both databases:
Connect your Notion integration to both databases:
- Open each database in Notion → top-right three dots → Connections → add your integration
- In n8n: open the "Get many database pages" node → replace the database ID with your transcripts database ID
- The database ID is the string between the last
/and the?in the Notion URL
4
Paste the code into Claude — it'll fill in your brand context
The code below has a context section (the system prompt) that needs to be filled with your brand details — your ICP, your story, your objections, your closes. You don't fill it in manually. You paste the code into Claude, and Claude does it for you using the brand sheets you already loaded into your chat.
JavaScript · paste into Claude
Before you paste — feed Claude your brand sheets
Open a new Claude chat and paste all your brand sheet content, then send this message:
Open Brand Sheets Introduction in Notion →
"Here are my brand sheets. Use this as context for the next task I give you — don't respond yet, just confirm you've read it."
Claude confirms. Now paste the code below into that same chat. Claude will return the same code with your ICP, your story, your objections, and your closes written into the context section — no brackets to fill in yourself.Open Brand Sheets Introduction in Notion →
Paste this code into Claude:
View code to paste into Claude
const items = $input.all();
const combined = items
.filter(item => item.json.properties?.['Call Trascript']?.rich_text?.[0]?.plain_text)
.map((item, i) => {
const transcript = item.json.properties['Call Trascript'].rich_text[0].plain_text;
const closer = item.json.properties?.Closer?.select?.name || 'Unknown';
return `=== CALL ${i + 1} | CLOSER: ${closer} ===\n${transcript.trim()}`;
})
.join('\n\n---\n\n');
const now = new Date();
const startOfYear = new Date(now.getFullYear(), 0, 1);
const weekNumber = Math.ceil(((now - startOfYear) / 86400000 + startOfYear.getDay() + 1) / 7);
const weekLabel = now.getFullYear() + '-W' + String(weekNumber).padStart(2, '0');
const callCount = items.length;
const clientName = $('Edit Fields').item.json['Client name'];
const icpDescription = $('Edit Fields').item.json['ICP/Dream follower description'];
const founderBackstory = $('Edit Fields').item.json['Founder backstory'];
const companyMotto = $('Edit Fields').item.json['Company motto'];
const contentMission = $('Edit Fields').item.json['Content mission'];
const topObjectionsBefore = $('Edit Fields').item.json['Top objections before booking'];
const topObjectionsCloser = $('Edit Fields').item.json['Top objections on closer calls'];
const whatCloses = $('Edit Fields').item.json['What closes the deal'];
const misconceptions = $('Edit Fields').item.json['Common misconceptions'];
const surprises = $('Edit Fields').item.json['What surprises prospects most'];
const systemPrompt = `You are an expert content strategist and sales analyst working for ${clientName}. Your job is to analyse sales call transcripts and produce weekly reports that directly impact cash collected.
WHO THE FOUNDER IS
${founderBackstory}
Company motto: "${companyMotto}"
Content mission: ${contentMission}
ICP (POTENTIAL BUYERS)
${icpDescription}
Top objections before booking a call:
${topObjectionsBefore}
Top objections on closer calls:
${topObjectionsCloser}
What closes the deal:
${whatCloses}
Common misconceptions to address in content:
${misconceptions}
What surprises prospects most: ${surprises}
CONTENT INTENTION FRAMEWORK
Every piece of content must have ONE primary intention:
ATTRACT: Broad top-of-funnel content that pulls in dream followers who don't know the founder yet. Relatable, emotional, shareable.
RESONATE: Content that builds likeability and trust. Shows the founder's personality, values, and behind-the-scenes reality of running the business.
NURTURE: Middle and bottom-of-funnel content that breaks objections, addresses limiting beliefs, and moves warm leads closer to buying.
THE THREE CONTENT PILLARS
GROWTH: Gets you an audience. Designed for traffic and virality. Uses trends, viral formats, broad topics.
AUTHORITY: Shows you know what you're doing. Case studies, results breakdowns, how-to content, expertise demonstrations.
AUTHENTICITY: Makes you human and relatable. Personal stories, behind-the-scenes, beliefs, vulnerabilities. This is why someone buys from this founder instead of a competitor.
THE CONTENT FUNNEL
TOF: Reach new viewers, build resonance. Mindset shifts, business lessons, entrepreneur realities, belief flips.
MOF: Build credibility, show expertise. Systems breakdowns, case studies, behind-the-scenes strategy.
BOF: Convert viewers into clients. Client testimonials, coaching calls, behind-the-scenes consulting. The majority of content should be BOF.
YOUTUBE TITLE PRINCIPLES
Titles should create curiosity or make a bold claim
Use numbers where possible — be specific and provocative
Speak directly to the prospect's desire or fear
Strong formats: "What nobody tells you about...", "I made £X doing this...", "The truth about..."`;
const userMessage = `Analyse these sales call transcripts and produce the weekly report below. Follow the formatting rules exactly — this report is read every week and must be scannable in under 10 minutes.
- Use short bullet points, never long paragraphs
- Every insight must be one to two lines maximum
- Always attribute quotes to a first name
---
# ${clientName} WEEKLY CLOSER REPORT
## Week of ${weekLabel} | Calls analysed: ${callCount}
---
## 1. SALES CALL DEEP DIVE
**What objections came up most?** | **What finally made people move forward?**
**Biggest fear about investing?** | **Other coaches or programs considered?**
**#1 goal in 90 days?** | **What would make it 100% worth it?**
**Most surprising thing learned?** | **What almost stopped them joining?**
---
## 2. PROSPECT INSIGHTS SUMMARY
Four bullet points — who they are, where in business, what they want, what they fear.
---
## 3. OBJECTIONS & BREAKTHROUGHS
**Top objections (with named quotes)** | **What closed the room** | **Limiting beliefs**
---
## 4. COMPETITOR INTELLIGENCE
**Mentioned by name** | **What they tried before ${clientName}** | **Why they chose ${clientName}**
---
## 5. CONTENT INTENTIONS THIS WEEK
**ATTRACT — X%** | **RESONATE — X%** | **NURTURE — X%**
Why [one sentence] + Angles [three bullets] for each
---
## 6. YOUTUBE VIDEO IDEAS (5 videos)
VIDEO [N]: [Concept] | Titles (3 options) | Intention | Why it converts
---
Transcripts:
${combined}`;
const requestBody = JSON.stringify({
model: "claude-sonnet-4-6",
max_tokens: 16000,
system: systemPrompt,
messages: [{ role: "user", content: userMessage }]
});
return [{
json: {
combinedTranscripts: combined,
callCount: callCount,
weekLabel: weekLabel,
pageIds: items.map(item => item.json.id),
systemPrompt: systemPrompt,
userMessage: userMessage,
requestBody: requestBody
}
}];
Once Claude gives you the personalised code → open the Code node in n8n → delete the existing code → paste Claude's version in.
5
Fill in the Edit Fields node
Open the Edit Fields node and fill in all 13 fields. Have your brand sheets open — they contain your ICP, founder story, content mission, and objections data you'll need here.
- Client name
- ICP / Dream follower description
- Founder backstory
- Company motto
- Content mission
- Top objections before booking
- Top objections on closer calls
- What closes the deal
- Common misconceptions
- What surprises prospects most
- Notion token (starts with
ntn_) - Notion database ID (your Weekly AI Report database)
- Anthropic API key
6
Connect Discord and set the channel
Open both Discord "Send a message" nodes → select your server → select your weekly-sales-reports channel. Both nodes need to be pointed at the same channel — one sends the success message with the Notion link, the other fires if Claude errors.
7
Test and activate
Make sure at least one transcript in your Notion database has Status = "Pending Reviewing" and a Call Date within the last 7 days. Run a manual test execution → confirm a new page appears in the Weekly AI Report database → confirm the Discord notification fires with a working link → activate the workflow. It runs every Saturday from that point on.
Automated Weekly Setter Reports
Zapier · n8n · 2 automations
Zapier
n8n
Notion
Discord
● Live
⚙️
Requires: Sales Data Report (Leverage)
This automation logs setter data into the Notion database set up in Leverage. Set that up first — open Sales Data Report — then come back here to connect the zaps.
Every Monday, the automation pings your setter in Discord with the form link. When they submit, their answers are saved to Notion and the Notion page URL is posted to #weekly-sales-reports so your content team sees it immediately. Zero manual tracking.
Setup Steps
1
Create your weekly setter form
Use any platform — Google Forms, JotForm, or Typeform. Create the form under your own account. Copy the 11 questions from the section below directly into your form. Once built, grab the form link — you'll need it for the automation step.
2
Create two Discord channels
Create
#sales-team — add the setter, closer, Dwayne, and the client. Monday reminders fire here. Create #weekly-sales-reports — add Dwayne, the client, and your content team. Notion URLs post here after each submission.3
Set up Automation 1 — Weekly Monday Reminder
Trigger: Every Monday at your set time. Action: Bot posts your form link to
#sales-team. Use the Zapier template or import the n8n JSON — both are in the Templates section below.4
Set up Automation 2 — Form Submission → Notion → Discord
Trigger: Form submission (via webhook). Action 1: Create a Notion database entry with all 11 answers. Action 2: Post the Notion page URL to
#weekly-sales-reports. Use the Zapier template or the n8n JSON — both below.Using Google Forms? See the webhook setup guide
🔴 Google Forms — Webhook SOP
Google Forms has no native webhook. You connect it using Apps Script — a built-in Google tool. Takes about 5 minutes.
Step 1 — Get the webhook URL
In n8n, click the Webhook node → copy the Production URL.
Step 2 — Open Apps Script
Open your Google Form → Extensions → Apps Script. A code editor opens in a new tab.
Step 3 — Paste the script
Delete all existing code. Paste this, replacing the URL placeholder:
function onFormSubmit(e) {
var items = e.response.getItemResponses();
var data = {};
items.forEach(function(item) {
data[item.getItem().getTitle()] = item.getResponse();
});
UrlFetchApp.fetch("PASTE_YOUR_N8N_WEBHOOK_URL", {
method: "post",
contentType: "application/json",
payload: JSON.stringify(data)
});
}
Step 4 — Save
Click the floppy disk icon (Ctrl+S). Name the project anything — e.g. "Setter Webhook".
Step 5 — Create the trigger
Click the clock icon (left sidebar) → + Add Trigger → set: Function =
onFormSubmit, Event source = From form, Event type = On form submit → Save.Step 6 — Authorise
Google will open a permissions popup → Review permissions → choose your account → click Advanced → Go to [project] (unsafe) → Allow. This is normal — Google flags all third-party scripts.
Step 7 — Test it
Submit a test response via the form preview → go to n8n Executions → you should see a new run. Open the Webhook node output to confirm the field names match what's in the Code node.
⚠️ The webhook only fires on real submissions — not form preview/edit mode.
Setter Form Questions
Copy directly into your form
Setter Weekly Report — 11 Questions
1.Your full name — Short answer
2.Week ending date — Date
3.How many outbound conversations did you start this week? — Number
4.How many discovery calls did you book? — Number
5.How many of those booked calls actually showed up? — Number
6.How many no-showed? — Number
7.How many cancelled last minute (under 2 hours before the call)? — Number
8.What were the top 3 objections you heard when people DIDN'T book? (One per line) — Paragraph
9.What was your best performing opener or hook this week? — Paragraph
10.Did you hit your weekly booking target? If no — what specifically got in the way? — Paragraph
11.What do you need from content, Dwayne, or the team this week to perform better? — Paragraph
Automation Templates
Automation 1
Weekly Monday Reminder
Schedule → Discord #sales-team
Every Monday at your set time, the bot pings the setter in #sales-team with your form link. Fully automatic.
Automation 2
Form → Notion → Discord
Form submission → Notion DB → #weekly-sales-reports
Setter submits → Notion entry created with all 11 answers → Notion page URL posted to content team on Discord.
Objection Handler
Every doubt your audience has — mapped to a content angle that dismantles it. Click Plan This Angle to load it straight into the planner.
Weekly Content
Your content rhythm for the week. One hook per day keeps the algorithm fed.
Content Ideation
Score, plan and structure your ideas — short-form and long-form in one place.
Weighted Score
60
/100
Verdict
Iterate
Rework hook or angle first.
Breakdown
0 ideas scored
Weighted Score
60
/100
Verdict
Iterate
Rework hook or angle first.
Breakdown
0 ideas scored
Coaching Calls
Group call recordings from every live coaching session. Watch, rewatch, implement.
Submit Feedback
Tell us what you're struggling with so we can help you faster.
Use this form to flag anything — content direction, system gaps, things that aren't working. Every submission goes directly to Efua.