# Generate consulting KPI summaries with OpenAI and Slack: n8n workflow

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

Source: https://millionrounds.com/workflow/generate-consulting-kpi-summaries-with-openai-and-slack (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Scheduling](https://millionrounds.com/workflows?category=Scheduling#library)

# 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.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-consulting-kpi-summaries-with-openai-and-slack)

**16 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**0** Loops or waits

**4** Services it connects to

## The flow

Starts it 1 Model 2 Logic 5 Service 8

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

- 1 **Daily KPI Report Trigger** Schedule trigger *Starts it*
- 2 **OpenAI GPT-4o-mini** Lm Chat Open Ai *Model*
- 3 **Workflow Configuration** Set *Logic*
- 4 **Generate KPI Summary and Insights** Agent *Model*
- 5 **Fetch Client Dashboard 1 KPIs** Http Request *Service*
- 6 **Fetch Client Dashboard 2 KPIs** Http Request *Service*
- 7 **Check Critical KPI Thresholds** Switch *Logic*
- 8 **Structure KPI Data** Set *Logic*
- 9 **Send Critical Alert to Slack** Slack *Service*
- 10 **Email Critical Alert** Gmail *Service*
- 11 **Post Summary to Slack** Slack *Service*
- 12 **Email Full Report** Gmail *Service*
- 13 **Log KPIs to Google Sheets** Google Sheets *Service*
- 14 **Consolidate All Branches** Merge *Logic*
- 15 **Schedule Follow-up Meeting** Google Calendar *Service*
- 16 **Final Logging and Formatting** Set *Logic*

## 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.

## 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%2Fgenerate-consulting-kpi-summaries-with-openai-and-slack)
- **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)[Google Calendar](https://millionrounds.com/workflows?service=Google+Calendar#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)

## Workflows like it

Also scheduling, with the same services where possible, closest in size first.

- [**AI calendar assistant with Google Chat** 16 steps · calls a model · Google Calendar](https://millionrounds.com/workflow/ai-calendar-assistant-with-google-chat)
- [**AI-optimized travel itinerary generator with Skyscanner** 16 steps · calls a model · Gmail, Slack](https://millionrounds.com/workflow/ai-optimized-travel-itinerary-generator-with-skyscanner)
- [**AI-powered salon booking with OpenAI and Google Calendar** 16 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/ai-powered-salon-booking-with-openai-and-google-calendar)
- [**Analyze Google Calendar patterns with OpenAI** 16 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/analyze-google-calendar-patterns-with-openai)
- [**Automate restaurant reservations with Google Sheets** 16 steps · calls a model · Google Sheets, WhatsApp](https://millionrounds.com/workflow/automate-restaurant-reservations-with-google-sheets)
- [**Automatic reminders for follow-ups with OpenAI and Gmail** 16 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/automatic-reminders-for-follow-ups-with-openai-and-gmail)