# Create a Stakeholder 360 Report with OpenAI and Gmail: n8n workflow

> Started by a clock, and works across Gmail, Notion and Slack. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/create-a-stakeholder-360-report-with-openai-and-gmail (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Research and reporting](https://millionrounds.com/workflows?category=Research+and+reporting#library)

# 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.

Large Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fcreate-a-stakeholder-360-report-with-openai-and-gmail)

**56 steps** Large: read it before trusting it with anything live

**2** Branches: places the flow splits

**1** Loop or waits

**3** Services it connects to

## The flow

Starts it 1 Model 3 Logic 33 Service 19

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

- 1 **Stakeholder Trigger** Schedule trigger *Starts it*
- 2 **Read Settings** Notion *Service*
- 3 **Check Demo Mode** If *Logic*
- 4 **Week Window** Date Time *Logic*
- 5 **Get Week Priorities** Notion *Service*
- 6 **Get Week Decisions** Notion *Service*
- 7 **Get Week Signals** Notion *Service*
- 8 **Get Week Actions** Notion *Service*
- 9 **Get Week Meetings** Notion *Service*
- 10 **Get Week Emails** Notion *Service*
- 11 **Normalize Priorities** Code *Logic*
- 12 **Normalize Decisions** Code *Logic*
- 13 **Normalize Signals** Code *Logic*
- 14 **Normalize Actions** Code *Logic*
- 15 **Normalize Meetings** Code *Logic*
- 16 **Normalize Emails** Code *Logic*
- 17 **Set Priorities** Set *Logic*
- 18 **Set Decisions** Set *Logic*
- 19 **Set Signals** Set *Logic*
- 20 **Set Actions** Set *Logic*
- 21 **Set Meetings** Set *Logic*
- 22 **Set Emails** Set *Logic*
- 23 **Merge All Data** Merge *Logic*
- 24 **Build Master Context** Code *Logic*
- 25 **Define 5 Stakeholder Profiles** Code *Logic*
- 26 **Each Stakeholder** Split In Batches *Logic*
- 27 **Filter Relevant Data** Code *Logic*
- 28 **AI - Executive Summary** Open Ai *Model*
- 29 **AI - Key Metrics** Open Ai *Model*
- 30 **AI - Recommendations** Open Ai *Model*
- 31 **Parse Summary** Code *Logic*
- 32 **Parse Metrics** Code *Logic*
- 33 **Parse Recs** Code *Logic*
- 34 **Compile Report** Code *Logic*
- 35 **Route by Stakeholder** Switch *Logic*
- 36 **Format VP Email** Code *Logic*
- 37 **Format Eng Slack** Code *Logic*
- 38 **Format Design Slack** Code *Logic*
- 39 **Format Sales Email** Code *Logic*
- 40 **Format Support Slack** Code *Logic*
- 41 **Email VP Report** Gmail *Service*
- 42 **Post Eng Slack** Slack *Service*
- 43 **Post Design Slack** Slack *Service*
- 44 **Email Sales Report** Gmail *Service*
- 45 **Post Support Slack** Slack *Service*
- 46 **Audit VP Delivery** Notion *Service*
- 47 **Audit Eng Delivery** Notion *Service*
- 48 **Audit Design Delivery** Notion *Service*
- 49 **Audit Sales Delivery** Notion *Service*
- 50 **Audit Support Delivery** Notion *Service*
- 51 **Merge Results** Merge *Logic*
- 52 **Aggregate Results** Aggregate *Logic*
- 53 **Distribution Summary** Code *Logic*
- 54 **Confirm Distribution** Slack *Service*
- 55 **Split Stakeholder List** Item Lists *Logic*
- 56 **Webhook Notification** Http Request *Service*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fcreate-a-stakeholder-360-report-with-openai-and-gmail)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Notion](https://millionrounds.com/workflows?service=Notion#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)

## Workflows like it

Also research and reporting, with the same services where possible, closest in size first.

- [**Automated Google Business reports with OpenAI** 56 steps · calls a model · Gmail, Google Business Profile](https://millionrounds.com/workflow/automated-google-business-reports-with-openai)
- [**AI-powered stock analysis with OpenAI and OpenRouter** 54 steps · calls a model · Gmail, Supabase vectors](https://millionrounds.com/workflow/ai-powered-stock-analysis-with-openai-and-openrouter)
- [**Business AI command center: Modular agents** 58 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/business-ai-command-center-modular-agents)
- [**Automate stock trades with Claude and OpenAI** 70 steps · calls a model · Gmail, Supabase vectors](https://millionrounds.com/workflow/automate-stock-trades-with-claude-and-openai)
- [**Summarise Slack channel activity for weekly reports** 40 steps · calls a model · Slack](https://millionrounds.com/workflow/summarise-slack-channel-activity-for-weekly-reports)
- [**Analyze Google Ads competitors with OpenRouter and OpenAI** 39 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/analyze-google-ads-competitors-with-openrouter-and-openai)