Description Automate daily KPI tracking and reporting by integrating ClickUp tasks and Google Sheets lead data into a unified dashboard. This workflow computes performance metrics, analyzes sentiment, and delivers visualized reports to Slack and Gmail for instant team insights. ππ¬π§ What This Template Does - Triggers automatically every day using a cron scheduler. β° - Fetches project task data from ClickUp, including status, priority, and assignee metrics. - Retrieves lead generation data and res

Description Automate daily KPI tracking and reporting by integrating ClickUp tasks and Google Sheets lead data into a unified dashboard. This workflow computes performance metrics, analyzes sentiment, and delivers visualized reports to Slack and Gmail for instant team insights. ππ¬π§ What This Template Does - Triggers automatically every day using a cron scheduler. β° - Fetches project task data from ClickUp, including status, priority, and assignee metrics. - Retrieves lead generation data and responses from Google Sheets. - Merges both data sources to create a unified performance dataset. - Computes detailed KPI metrics (task completion, overdue %, sentiment analysis, response trends). - Formats data for reporting and visualization. - Posts a concise KPI summary snapshot to a designated Slack channel. - Sends a professionally formatted HTML report via Gmail. - Notifies your Slack channel instantly in case of any workflow errors. Key Benefits β Eliminates manual KPI tracking and reporting. β Combines ClickUp and Google Sheets data into one view. β Provides real-time insights for decision-making. β Automates daily updates for consistent visibility. β Delivers both quick Slack summaries and detailed email reports. β Built-in error alerting ensures uninterrupted automation. Features - Scheduled daily cron trigger for automated execution. - OAuth2-secured integrations with ClickUp, Google Sheets, Slack, and Gmail. - Parallel data fetching for faster performance. - Smart KPI calculations with sentiment and trend analysis. - Custom HTML email template with visual charts and highlights. - Slack snapshot notifications for instant updates. - Error-handling mechanism with Slack alerts. Requirements - ClickUp account with OAuth2 credentials. - Google Sheets access with OAuth2 credentials. - Slack API credentials with chat:write permission. - Gmail OAuth2 credentials for report delivery. Target Audience - Project managers tracking performance KPIs. - Operations teams needing daily performance visibility. - Marketing and sales teams monitoring task and lead metrics. - Automation and analytics engineers building executive dashboards. Step-by-Step Setup Instructions - Connect your ClickUp, Google Sheets, Slack, and Gmail accounts. π - Replace placeholder IDs (Sheet ID, Channel ID, Email) with your actual values. - Adjust the cron trigger time as per your timezone. - Test with sample data to confirm correct KPI calculations. - Enable workflow to start daily automated execution. π
Download the workflow JSON file after purchase.
Open n8n β click the menu β Import from File.
Select the downloaded JSON and import.
Set up credentials for each node that requires them.
Click Execute Workflow to test, then activate.
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