Automation library · Scheduling

Generate consulting KPI summaries with OpenAI and Slack

Started by a clock, and works across Gmail, Google Calendar, Google Sheets and Slack. It hands the judgement calls to OpenAI. 16 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

Download free
16 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 1Model 2Logic 5Service 8

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

  1. 1Daily KPI Report TriggerSchedule triggerStarts it
  2. 2OpenAI GPT-4o-miniLm Chat Open AiModel
  3. 3Workflow ConfigurationSetLogic
  4. 4Generate KPI Summary and InsightsAgentModel
  5. 5Fetch Client Dashboard 1 KPIsHttp RequestService
  6. 6Fetch Client Dashboard 2 KPIsHttp RequestService
  7. 7Check Critical KPI ThresholdsSwitchLogic
  8. 8Structure KPI DataSetLogic
  9. 9Send Critical Alert to SlackSlackService
  10. 10Email Critical AlertGmailService
  11. 11Post Summary to SlackSlackService
  12. 12Email Full ReportGmailService
  13. 13Log KPIs to Google SheetsGoogle SheetsService
  14. 14Consolidate All BranchesMergeLogic
  15. 15Schedule Follow-up MeetingGoogle CalendarService
  16. 16Final Logging and FormattingSetLogic

How it's built

Starts on
A clock
Steps
16, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, Google Calendar, Google Sheets, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Calendar, Google Sheets 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?

Plan an afternoon. 16 steps is enough that you should read each one before running it.

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 16 steps before you point it at anything that matters.