# Strategic social media goal tracker automation with MongoDB: n8n workflow

> 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...

Source: https://millionrounds.com/workflow/strategic-social-media-goal-tracker-automation-with-mongodb (Millionrounds; every figure on the page links to its filing or article)

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

# 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](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fstrategic-social-media-goal-tracker-automation-with-mongodb)

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

**6** Branches: places the flow splits

**3** Loops or waits

**3** Services it connects to

## The flow

Starts it 6 Logic 17 Service 16

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

- 1 **Client Intake Form** Webhook *Starts it*
- 2 **Daily Data Collection** Cron *Starts it*
- 3 **Monthly Report Trigger** Cron *Starts it*
- 4 **Quarterly Strategy Review** Cron *Starts it*
- 5 **Content Calendar Webhook** Webhook *Starts it*
- 6 **Create SMART Goals** Function *Logic*
- 7 **Get All Clients** Mongo Db *Service*
- 8 **Get Clients for Reports** Mongo Db *Service*
- 9 **Get Clients for Strategy Review** Mongo Db *Service*
- 10 **Get Client for Content Calendar** Mongo Db *Service*
- 11 **Store Client Profile** Mongo Db *Service*
- 12 **Split By Client** Split In Batches *Logic*
- 13 **Split By Client for Reports** Split In Batches *Logic*
- 14 **Split By Client for Review** Split In Batches *Logic*
- 15 **Generate Content Calendar** Function *Logic*
- 16 **Has Instagram?** If *Logic*
- 17 **Has Facebook?** If *Logic*
- 18 **Has LinkedIn?** If *Logic*
- 19 **Has Twitter/X?** If *Logic*
- 20 **Get Client Performance History** Mongo Db *Service*
- 21 **Get Quarterly Performance Data** Mongo Db *Service*
- 22 **Create Content Calendar HTML** Function *Logic*
- 23 **Instagram Data** Instagram *Service*
- 24 **Process Performance Data** Function *Logic*
- 25 **Facebook Data** Facebook Graph Api *Service*
- 26 **LinkedIn Data** Linked In Companies *Service*
- 27 **Twitter/X Data** Twitter *Service*
- 28 **Generate Monthly Report** Function *Logic*
- 29 **Generate Strategy Review** Function *Logic*
- 30 **Return Content Calendar** Respond To Webhook *Starts it*
- 31 **Store Performance Data** Mongo Db *Service*
- 32 **Create HTML Report** Function *Logic*
- 33 **Create Strategy Review Document** Function *Logic*
- 34 **Check Alert Thresholds** If *Logic*
- 35 **Check Milestone Achievements** If *Logic*
- 36 **Send Monthly Report** Email Send *Service*
- 37 **Send Strategy Review** Email Send *Service*
- 38 **Send Alert Email** Email Send *Service*
- 39 **Send Milestone Email** Email Send *Service*

## 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.

## 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%2Fstrategic-social-media-goal-tracker-automation-with-mongodb)
- **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.

[Email](https://millionrounds.com/workflows?service=Email#library)[MongoDB](https://millionrounds.com/workflows?service=MongoDB#library)[X](https://millionrounds.com/workflows?service=X#library)

## Workflows like it

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

- [**Hacker News to video content with OpenAI and Dropbox** 39 steps · calls a model · Dropbox, Google Drive](https://millionrounds.com/workflow/hacker-news-to-video-content-with-openai-and-dropbox)
- [**Cross-platform content publisher: Telegram** 40 steps · LinkedIn, Telegram](https://millionrounds.com/workflow/cross-platform-content-publisher-telegram)
- [**Translate & repost Twitter threads in multiple languages** 40 steps · calls a model · Notion, X](https://millionrounds.com/workflow/translate-and-repost-twitter-threads-in-multiple-languages)
- [**AI video script generator:Distribution** 36 steps · Email, Slack](https://millionrounds.com/workflow/ai-video-script-generator-distribution)
- [**Automated PDF & Image Text Extractor & Instant Social Media** 36 steps · calls a model · Discord, Gmail](https://millionrounds.com/workflow/automated-pdf-and-image-text-extractor-and-instant-social-me)
- [**Generate Blog Posts on Autopilot with Tavily and WordPress** 42 steps · calls a model · Google Drive, Google Sheets](https://millionrounds.com/workflow/generate-blog-posts-on-autopilot-with-tavily-and-wordpress)