Monitor daily HR risks and standup summaries with Monday.com and GPT-4o-mini
📊 Description
This workflow automates the daily HR standup by continuously monitoring active hiring and HR tasks, identifying risks and blockers, and generating an intelligent, action-oriented summary using AI. Every morning, HR and leadership teams receive a clear overview of priorities, overdue items, and potential risks — without any manual preparation. By combining structured task data with AI-driven analysis, the workflow ensures teams start the day aligned, informed, and ready to act. The automation is designed for real-world HR operations, scaling seamlessly as task volume grows while maintaining concise and consistent reporting.
🔁 What this automation does
- Automatically triggers every morning using a scheduled Cron trigger.
- Retrieves all HR and hiring-related tasks from a Monday.com board.
- Filters out completed items to focus only on active and relevant work.
- Aggregates all remaining tasks into a single structured dataset.
- Analyzes task status, ownership, and due dates to identify blockers and risks.
- Uses AI (GPT-4o-mini) to generate a concise, structured daily standup report.
- Delivers the final standup update to HR via email for immediate visibility.
🧠 Key design decisions
- Uses a scheduled trigger to ensure consistent, hands-free execution
- Applies task filtering via a Code node to overcome API limitations
- Aggregates all tasks to produce a single, consolidated standup report
- Leverages AI for insight generation, not raw data repetition
- Excludes completed tasks to reduce noise and improve signal quality
- Prioritizes concise, actionable output suitable for leadership review
⭐ Key benefits
- Eliminates manual standup preparation
- Ensures overdue tasks and blockers are surfaced early
- Improves visibility and accountability across HR operations
- Saves daily operational time for HR and managers
- Produces consistent, professional summaries every day
- Scales efficiently as teams and task volume increase
- 🛠️ Tools & services used
- n8n – Workflow orchestration and automation
- Monday.com – HR and hiring task management
- OpenAI (GPT-4o-mini) – Intelligent analysis and summarization
- Gmail – Delivery of daily standup reports
- Cron – Scheduled execution
🔐 Requirements
- Monday.com OAuth credentials
- OpenAI API key
- Gmail OAuth credentials
- n8n (cloud or self-hosted)
- HR board with status and due date columns
🎯 Target audience
- HR and Talent Acquisition teams
- Hiring managers
- Operations and RevOps teams
- Startups and scaling organizations
- Automation teams building internal HR tooling
Monitor Daily HR Risks and Standup Summaries with monday.com and GPT-4o-mini
This n8n workflow automates the process of generating daily standup summaries and identifying potential HR risks from various inputs, then posting these insights to monday.com and sending email notifications for high-risk items. It leverages AI to analyze text and categorize risks, streamlining daily HR operations and communication.
What it does
This workflow performs the following key steps:
- Triggers Daily: The workflow is scheduled to run daily, ensuring regular updates and monitoring.
- Generates Standup Summary: It uses a custom Code node to create a "Daily Standup Summary" message.
- Analyzes for HR Risks with OpenAI:
- It sends the generated standup summary to OpenAI (GPT-4o-mini) to identify potential HR risks.
- The prompt instructs the AI to categorize risks as "High Risk," "Medium Risk," or "Low Risk," and to provide a brief explanation.
- Filters High-Risk Items: An If node checks the AI's response for "High Risk" items.
- Posts to monday.com:
- For all standup summaries (regardless of risk level), it creates an item on a specified monday.com board (e.g., "Daily Standup Summaries") with the summary and identified risks.
- If a "High Risk" item is identified, it also creates an item on a separate monday.com board (e.g., "HR Risks").
- Sends Email for High Risks: If a "High Risk" item is detected, it sends an email notification via Gmail to a specified recipient (e.g., HR Manager) detailing the high-risk summary.
Prerequisites/Requirements
To use this workflow, you will need:
- n8n Instance: A running n8n instance.
- OpenAI API Key: An API key for OpenAI (specifically for GPT-4o-mini).
- monday.com Account: Access to a monday.com account with appropriate API permissions. You will need to configure the Monday.com credentials in n8n.
- Gmail Account: A configured Gmail credential in n8n for sending email notifications.
Setup/Usage
- Import the Workflow:
- Download the provided JSON file.
- In your n8n instance, go to "Workflows" and click "New".
- Click the "Import from JSON" button and paste the workflow JSON or upload the file.
- Configure Credentials:
- OpenAI: Update the "OpenAI" node with your OpenAI API Key credential.
- Monday.com: Update both "Monday.com" nodes with your monday.com API Token credential.
- Gmail: Update the "Gmail" node with your Gmail OAuth2 or API Key credential.
- Customize Monday.com Boards:
- In both "Monday.com" nodes, update the "Board ID" and "Group ID" to match your specific monday.com boards for "Daily Standup Summaries" and "HR Risks".
- Adjust the column mappings as needed to fit your board structure.
- Customize Gmail Recipient:
- In the "Gmail" node, update the "To" email address to the recipient who should receive high-risk notifications.
- Adjust Standup Summary (Optional):
- Modify the "Code" node to change the content or source of the "Daily Standup Summary" if it comes from a different system or requires different formatting.
- Activate the Workflow:
- Once all credentials and configurations are set, activate the workflow. It will then run daily according to its schedule.
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