Automated Competitor Intelligence: Crunchbase to ClickUp Tracking Workflow

This n8n workflow streamlines the process of tracking competitor intelligence by integrating data from an external API (likely Crunchbase, based on the context) and organizing it within ClickUp. It allows for manual triggering to fetch data, process it, and create or update tasks in ClickUp, ensuring your team has up-to-date information on competitors.

What it does

This workflow performs the following key steps:

1. Manual Trigger: The workflow is initiated manually, allowing you to control when the competitor intelligence update process runs.
2. HTTP Request: It makes an HTTP request to an external API to fetch raw competitor data.
3. Code Execution: The retrieved data is then processed using a Code node, likely to extract specific fields, transform data formats, or apply custom logic before further processing.
4. Edit Fields (Set): This node is used to manipulate and set specific fields in the data, ensuring it's in the correct structure and format for ClickUp. This could involve renaming fields, combining values, or adding new static data.
5. ClickUp Task Creation/Update: Finally, the processed data is sent to ClickUp to create new tasks or update existing ones, providing a centralized tracking system for competitor activities.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Instance: A running instance of n8n.
• API Endpoint: Access to an external API (e.g., Crunchbase API) that provides competitor data. You will need the API URL and any necessary authentication details (API keys, tokens).
• ClickUp Account: A ClickUp account with appropriate permissions to create and manage tasks.
• ClickUp API Token: A ClickUp API token for authentication within n8n.

Setup/Usage

1. Import the Workflow:

   • Copy the provided JSON code.
   • In your n8n instance, go to "Workflows" and click "New".
   • Click on the "Import from JSON" button (usually a cloud icon with an arrow pointing down) and paste the JSON code.
   • Click "Import".

2. Configure Credentials:

   • Locate the "HTTP Request" node (ID: 19) and configure its authentication method and API key/token to connect to your external data source (e.g., Crunchbase).
   • Locate the "ClickUp" node (ID: 129) and set up your ClickUp API credentials. You will need to provide your ClickUp API token.

3. Customize Nodes:

   • HTTP Request (ID: 19): Adjust the URL, headers, and any request body parameters to match the specific API endpoint you are querying for competitor data.
   • Code (ID: 834): Modify the JavaScript code within this node to parse and transform the data returned by your API into a format suitable for ClickUp. This might involve extracting specific fields like company name, funding rounds, recent news, etc.
   • Edit Fields (Set) (ID: 38): Configure this node to map the transformed data fields to the desired ClickUp task fields (e.g., task name, description, custom fields).
   • ClickUp (ID: 129): Configure the ClickUp node to specify the Workspace, Space, Folder, and List where you want to create or update tasks. Map the incoming data fields to ClickUp task properties like "Task Name", "Description", "Due Date", "Assignees", "Tags", and any custom fields you use for competitor tracking.

4. Execute the Workflow:

   • Once configured, you can test the workflow by clicking the "Execute Workflow" button on the "Manual Trigger" node (ID: 838).
   • For production use, you can activate the workflow. Since it's a manual trigger, you will need to manually execute it whenever you want to update your competitor intelligence.