Generate AI-powered end-of-day reports from ClickUp & GoHighLevel to multi-channel
Description Automatically generate and distribute detailed End-of-Day (EOD) reports combining task progress from ClickUp and opportunity data from GoHighLevel. This workflow uses AI to analyze daily performance, summarize key metrics, identify blockers, and deliver polished reports directly to Slack, Email, and Google Drive. βοΈππ¬ What This Template Does Triggers automatically every weekday at 6:00 PM (MonβFri). β° Fetches all completed ClickUp tasks and won GoHighLevel opportunities for the day. π₯ Merges and transforms both datasets into a unified structure. π Uses Azure OpenAI GPT-4 to analyze performance and generate structured summaries. π€ Formats three output versions β Slack (Markdown), Email (HTML), and Google Drive (Text). π§Ύ Routes and sends reports automatically to connected channels. π€ Uploads the generated text report to Google Drive with timestamped filenames. βοΈ Key Benefits β Saves time by automating daily performance reporting. β Unifies task and deal data into a single AI-generated summary. β Provides real-time visibility into productivity and outcomes. β Delivers beautifully formatted, channel-specific reports. β Maintains historical reports in Google Drive for reference. β Helps managers identify wins, blockers, and next steps quickly. Features Automated scheduling via cron (MonβFri, 6 PM). ClickUp task and GHL opportunity integration for daily data sync. AI-powered analysis for contextual, actionable summaries. Dynamic formatting for Slack, Email, and Drive outputs. Parallel routing for simultaneous delivery across platforms. No manual steps β runs fully hands-free after setup. Requirements ClickUp OAuth2 credentials for task retrieval. GoHighLevel OAuth2 credentials for deal data. Azure OpenAI GPT-4 API credentials. Slack Bot credentials for message posting. SMTP (Gmail/Outlook) credentials for email reports. Google Drive OAuth2 credentials for report upload. Target Audience π― Sales, marketing, and operations teams tracking daily performance. π Project managers monitoring team productivity and blockers. π€ Client success teams summarizing EOD outcomes for leadership. π§ Business automation teams seeking end-of-day visibility. Step-by-Step Setup Instructions Connect ClickUp, GoHighLevel, Slack, Gmail/SMTP, and Google Drive credentials. π Set your team, space, folder, and list IDs in the ClickUp node. π Update your Slack channel ID in the Slack node configuration. π¬ Configure your email sender and recipients in the email node. π§ (Optional) Modify the cron expression for different reporting times. β° Test the workflow manually once, then activate for automated EOD execution. β
By Rahul JoshiAutomate content publishing with GPT-4 via Google Sheets to email & Slack approval
Streamline the final stage of your content production workflow by automating publishing, formatting, metadata generation, and approval routing. This AI-powered subworkflow pulls optimized drafts from Google Sheets, enriches them with SEO metadata, converts them into publish-ready HTML, and delivers them via email and Slack for approval or distribution. Ideal for teams managing high-volume content pipelines with structured review processes. β¨ππ What This Template Does Triggers via chat to start the content publishing process. π¬ Fetches the latest optimized content draft from Google Sheets using a content ID. π Prepares metadata such as topic, intent, platform, and parameters. 𧩠Uses an AI agent (GPT-4) to generate SEO metadata, HTML-formatted article, tags, and structured publish data. π€ Enforces JSON structure to ensure consistent output formatting. 𧱠Saves the publish-ready content (title, meta description, HTML, tags) back into Google Sheets for version tracking. π Sends the content to an approver via Gmail with a previewed HTML body. π§ Awaits approval and branches based on decision. π If approved, sends the final published content to the intended recipient via Gmail. π¨ Sends a success confirmation message to Slack for team visibility. π’ Key Benefits β AI-generated SEO optimization, metadata, and HTML formatting β Centralizes content versioning within Google Sheets β Automates approval workflows and content delivery β Ensures consistent output structure with JSON parsing β Reduces manual formatting, editing, and routing tasks β Delivers instant Slack notifications for team transparency Features Chat-triggered publishing workflow Google Sheets content retrieval and storage AI-driven formatting, metadata generation, HTML conversion Structured JSON enforcement for clean automation Gmail integration for approval + publishing Slack notifications for successful publication Short-term memory support for context persistence Requirements Google Sheets OAuth2 credentials OpenAI API key (GPT-4 or GPT-4 mini) Gmail OAuth2 credentials for sending and receiving approval messages Slack API credentials with chat:write access Preconfigured Google Sheet containing optimized content drafts Target Audience Content operations teams handling recurring content workflows SEO and marketing teams producing high-volume articles Agencies managing structured approval pipelines Automation specialists building content publishing systems Teams needing standardized, AI-enhanced HTML content Step-by-Step Setup Instructions Connect your Google Sheets OAuth2 credential and replace the sheet/document IDs. ποΈ Add your OpenAI API key for the AI Publishing Agent. π Connect Gmail credentials for both approval and final publishing emails. π§ Update all email addresses and Slack channel IDs with your own. βοΈ Modify metadata fields (topic, intent, platform) if needed. π― Run the workflow with a sample content ID to verify the flow. π Enable and integrate as a subworkflow inside your main content pipeline. π
By Rahul Joshi