Daily Overdue Tasks Report from ClickUp to Gmail for Team Accountability

This n8n workflow automates the process of generating and sending a daily report of overdue tasks from ClickUp to a specified Gmail recipient. It helps teams maintain accountability and ensures that critical tasks are not missed.

What it does

This workflow performs the following steps:

1. Manually Triggered: The workflow is initiated manually, allowing for on-demand execution.
2. Retrieve Overdue ClickUp Tasks: It connects to ClickUp to fetch a list of all tasks that are currently overdue.
3. Format Task Data: A Function node processes the retrieved ClickUp task data, likely formatting it into a more readable structure suitable for an email.
4. Send Daily Report via Gmail: The formatted overdue task list is then compiled into an email and sent to a specified recipient(s) using Gmail.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Instance: A running instance of n8n.
• ClickUp Account: An active ClickUp account with an API token configured as an n8n credential.
• Gmail Account: A Gmail account configured as an n8n credential, with permissions to send emails.

Setup/Usage

1. Import the Workflow:
   • Download the provided JSON file.
   • In your n8n instance, click on "Workflows" in the left sidebar.
   • Click "New" -> "Import from JSON" and paste the workflow JSON or upload the file.
2. Configure Credentials:
   • Locate the "ClickUp" node and ensure your ClickUp API credential is selected or create a new one.
   • Locate the "Gmail" node and ensure your Gmail OAuth2 credential is selected or create a new one.
3. Customize the Workflow:
   • ClickUp Node: You may need to adjust the parameters in the ClickUp node (e.g., Space ID, List ID, or other filters) to target specific tasks relevant to your team.
   • Function Node: Review the JavaScript code in the "Function" node to understand how the task data is being processed. You might want to modify it to include specific task details or change the output format.
   • Gmail Node:
     • Set the To email address to the recipient(s) who should receive the daily report.
     • Customize the Subject and Body of the email to include relevant information and a clear message.
4. Execute the Workflow:
   • Click the "Execute Workflow" button on the "When clicking 'Execute workflow'" trigger node to run the workflow manually.
   • For automated daily execution, you would typically replace the "Manual Trigger" with a "Cron" node configured to run at a specific time each day.