Automation library · Research and reporting

Generate monthly task reports from Teamwork with OpenAI

Started by a clock, and works across Gmail and Google Drive. It hands the judgement calls to OpenAI. 9 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAI

9 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 1Model 1Logic 4Service 3

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

  1. 1Monthly ScheduleSchedule triggerStarts it
  2. 2Workflow ConfigurationSetLogic
  3. 3Calculate Date RangeSetLogic
  4. 4Fetch Teamwork TasksHttp RequestService
  5. 5Process and Aggregate Task DataCodeLogic
  6. 6Generate Report with AIOpen AiModel
  7. 7Format HTML ReportSetLogic
  8. 8Send Email ReportGmailService
  9. 9Archive to Google DriveGoogle DriveService

How it's built

Starts on
A clock
Steps
9
Size
Medium: a working afternoon
Connects to
Gmail, Google Drive
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail and Google Drive 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. 9 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 9 steps before you point it at anything that matters.