Automation library · Research and reporting

Create a Stakeholder 360 Report with OpenAI and Gmail

Started by a clock, and works across Gmail, Notion and Slack. It hands the judgement calls to OpenAI. 56 steps, 2 branches, 1 loop or waits: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAI

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56 stepsLarge: read it before trusting it with anything live
2Branches: places the flow splits
1Loop or waits
3Services it connects to

The flow

Starts it 1Model 3Logic 33Service 19

The steps in the order they run, from what starts it.

  1. 1Stakeholder TriggerSchedule triggerStarts it
  2. 2Read SettingsNotionService
  3. 3Check Demo ModeIfLogic
  4. 4Week WindowDate TimeLogic
  5. 5Get Week PrioritiesNotionService
  6. 6Get Week DecisionsNotionService
  7. 7Get Week SignalsNotionService
  8. 8Get Week ActionsNotionService
  9. 9Get Week MeetingsNotionService
  10. 10Get Week EmailsNotionService
  11. 11Normalize PrioritiesCodeLogic
  12. 12Normalize DecisionsCodeLogic
  13. 13Normalize SignalsCodeLogic
  14. 14Normalize ActionsCodeLogic
  15. 15Normalize MeetingsCodeLogic
  16. 16Normalize EmailsCodeLogic
  17. 17Set PrioritiesSetLogic
  18. 18Set DecisionsSetLogic
  19. 19Set SignalsSetLogic
  20. 20Set ActionsSetLogic
  21. 21Set MeetingsSetLogic
  22. 22Set EmailsSetLogic
  23. 23Merge All DataMergeLogic
  24. 24Build Master ContextCodeLogic
  25. 25Define 5 Stakeholder ProfilesCodeLogic
  26. 26Each StakeholderSplit In BatchesLogic
  27. 27Filter Relevant DataCodeLogic
  28. 28AI - Executive SummaryOpen AiModel
  29. 29AI - Key MetricsOpen AiModel
  30. 30AI - RecommendationsOpen AiModel
  31. 31Parse SummaryCodeLogic
  32. 32Parse MetricsCodeLogic
  33. 33Parse RecsCodeLogic
  34. 34Compile ReportCodeLogic
  35. 35Route by StakeholderSwitchLogic
  36. 36Format VP EmailCodeLogic
  37. 37Format Eng SlackCodeLogic
  38. 38Format Design SlackCodeLogic
  39. 39Format Sales EmailCodeLogic
  40. 40Format Support SlackCodeLogic
  41. 41Email VP ReportGmailService
  42. 42Post Eng SlackSlackService
  43. 43Post Design SlackSlackService
  44. 44Email Sales ReportGmailService
  45. 45Post Support SlackSlackService
  46. 46Audit VP DeliveryNotionService
  47. 47Audit Eng DeliveryNotionService
  48. 48Audit Design DeliveryNotionService
  49. 49Audit Sales DeliveryNotionService
  50. 50Audit Support DeliveryNotionService
  51. 51Merge ResultsMergeLogic
  52. 52Aggregate ResultsAggregateLogic
  53. 53Distribution SummaryCodeLogic
  54. 54Confirm DistributionSlackService
  55. 55Split Stakeholder ListItem ListsLogic
  56. 56Webhook NotificationHttp RequestService

How it's built

Starts on
A clock
Steps
56, with 2 branches, 1 loop or waits
Size
Large: read it before trusting it with anything live
Connects to
Gmail, Notion, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Notion and Slack accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 56 steps it is large: read it before trusting it with anything live.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 56 steps before you point it at anything that matters.