Automation library · Content

Strategic social media goal tracker automation with MongoDB

Started by another system calling it, and works across Email, MongoDB and X. 39 steps, 6 branches, 3 loops or waits: large, and worth reading before you trust it with anything live.

Large

Download free
39 stepsLarge: read it before trusting it with anything live
6Branches: places the flow splits
3Loops or waits
3Services it connects to

The flow

Starts it 6Logic 17Service 16

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

  1. 1Client Intake FormWebhookStarts it
  2. 2Daily Data CollectionCronStarts it
  3. 3Monthly Report TriggerCronStarts it
  4. 4Quarterly Strategy ReviewCronStarts it
  5. 5Content Calendar WebhookWebhookStarts it
  6. 6Create SMART GoalsFunctionLogic
  7. 7Get All ClientsMongo DbService
  8. 8Get Clients for ReportsMongo DbService
  9. 9Get Clients for Strategy ReviewMongo DbService
  10. 10Get Client for Content CalendarMongo DbService
  11. 11Store Client ProfileMongo DbService
  12. 12Split By ClientSplit In BatchesLogic
  13. 13Split By Client for ReportsSplit In BatchesLogic
  14. 14Split By Client for ReviewSplit In BatchesLogic
  15. 15Generate Content CalendarFunctionLogic
  16. 16Has Instagram?IfLogic
  17. 17Has Facebook?IfLogic
  18. 18Has LinkedIn?IfLogic
  19. 19Has Twitter/X?IfLogic
  20. 20Get Client Performance HistoryMongo DbService
  21. 21Get Quarterly Performance DataMongo DbService
  22. 22Create Content Calendar HTMLFunctionLogic
  23. 23Instagram DataInstagramService
  24. 24Process Performance DataFunctionLogic
  25. 25Facebook DataFacebook Graph ApiService
  26. 26LinkedIn DataLinked In CompaniesService
  27. 27Twitter/X DataTwitterService
  28. 28Generate Monthly ReportFunctionLogic
  29. 29Generate Strategy ReviewFunctionLogic
  30. 30Return Content CalendarRespond To WebhookStarts it
  31. 31Store Performance DataMongo DbService
  32. 32Create HTML ReportFunctionLogic
  33. 33Create Strategy Review DocumentFunctionLogic
  34. 34Check Alert ThresholdsIfLogic
  35. 35Check Milestone AchievementsIfLogic
  36. 36Send Monthly ReportEmail SendService
  37. 37Send Strategy ReviewEmail SendService
  38. 38Send Alert EmailEmail SendService
  39. 39Send Milestone EmailEmail SendService

How it's built

Starts on
Another system calling it
Steps
39, with 6 branches, 3 loops or waits
Size
Large: read it before trusting it with anything live
Connects to
Email, MongoDB, X
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Email, MongoDB and X accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Take your time. At 39 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 39 steps before you point it at anything that matters.