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Generate AI-powered end-of-day reports from ClickUp & GoHighLevel to multi-channel

Rahul JoshiRahul Joshi
271 views
2/3/2026
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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. ⚙️📊💬

What This Template Does

  • Triggers automatically every weekday at 6:00 PM (Mon–Fri). ⏰
  • Fetches all completed ClickUp tasks and won GoHighLevel opportunities for the day. 📥
  • Merges and transforms both datasets into a unified structure. 🔄
  • Uses Azure OpenAI GPT-4 to analyze performance and generate structured summaries. 🤖
  • Formats three output versions — Slack (Markdown), Email (HTML), and Google Drive (Text). 🧾
  • Routes and sends reports automatically to connected channels. 📤
  • Uploads the generated text report to Google Drive with timestamped filenames. ☁️

Key Benefits

✅ Saves time by automating daily performance reporting. ✅ Unifies task and deal data into a single AI-generated summary. ✅ Provides real-time visibility into productivity and outcomes. ✅ Delivers beautifully formatted, channel-specific reports. ✅ Maintains historical reports in Google Drive for reference. ✅ Helps managers identify wins, blockers, and next steps quickly.

Features

  • Automated scheduling via cron (Mon–Fri, 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 — 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

🎯 Sales, marketing, and operations teams tracking daily performance. 📈 Project managers monitoring team productivity and blockers. 🤝 Client success teams summarizing EOD outcomes for leadership. 🧠 Business automation teams seeking end-of-day visibility.

Step-by-Step Setup Instructions

  • Connect ClickUp, GoHighLevel, Slack, Gmail/SMTP, and Google Drive credentials. 🔑
  • Set your team, space, folder, and list IDs in the ClickUp node. 📋
  • Update your Slack channel ID in the Slack node configuration. 💬
  • Configure your email sender and recipients in the email node. 📧
  • (Optional) Modify the cron expression for different reporting times. ⏰
  • Test the workflow manually once, then activate for automated EOD execution. ✅

AI-Powered End-of-Day Reports to Multi-Channel (Email, Slack, ClickUp, Google Drive)

This n8n workflow automates the generation and distribution of AI-powered end-of-day reports, consolidating information from various sources and delivering it to multiple channels. It leverages AI to summarize key activities and provides flexible output options.

What it does

This workflow streamlines your end-of-day reporting by:

  1. Triggering on Schedule: Initiates the report generation process at a predefined schedule (e.g., daily at the end of the workday).
  2. Gathering Data from HighLevel: Collects relevant data points from your HighLevel account, likely related to sales, marketing, or customer interactions.
  3. Processing Data with Custom Code: Executes custom JavaScript code to transform or filter the data retrieved from HighLevel, preparing it for AI analysis.
  4. Generating AI-Powered Summaries: Utilizes an AI Agent with an Azure OpenAI Chat Model and Simple Memory to create intelligent summaries or insights from the processed data. A Structured Output Parser ensures the AI output is in a usable format.
  5. Conditional Reporting: Uses an If node to introduce conditional logic, allowing different actions based on certain criteria within the generated report.
  6. Consolidating Data: Merges data streams, potentially combining the AI-generated report with other information.
  7. Multi-Channel Distribution:
    • Email: Sends the end-of-day report via email.
    • Slack: Posts the report to a specified Slack channel.
    • ClickUp: Integrates with ClickUp, potentially creating tasks, comments, or updates related to the report.
  8. Archiving to Google Drive: Converts the report content into a file format and uploads it to Google Drive for archival and easy access.

Prerequisites/Requirements

To use this workflow, you will need:

  • n8n Instance: A running instance of n8n.
  • HighLevel Account: Credentials for your HighLevel account to retrieve data.
  • Azure OpenAI Account: An Azure OpenAI Chat Model deployment with an associated API key for the AI Agent.
  • Email (SMTP) Credentials: Configuration for sending emails (SMTP server details, username, password).
  • Slack Account: A Slack workspace and a Bot User OAuth Token for posting messages.
  • ClickUp Account: An API token or OAuth credentials for your ClickUp workspace.
  • Google Drive Account: Google Drive credentials (OAuth 2.0) for uploading files.

Setup/Usage

  1. Import the Workflow: Download the provided JSON and import it into your n8n instance.
  2. Configure Credentials:
    • Set up your HighLevel credentials.
    • Configure your Azure OpenAI Chat Model credentials.
    • Add your Email (SMTP) credentials.
    • Set up your Slack credentials.
    • Configure your ClickUp credentials.
    • Set up your Google Drive credentials.
  3. Customize Nodes:
    • Schedule Trigger: Adjust the schedule to your desired frequency and time for report generation.
    • HighLevel: Configure the specific API calls and data you want to retrieve from HighLevel.
    • Code: Modify the JavaScript code to tailor data processing to your needs.
    • AI Agent: Adjust the prompt and any specific instructions for the AI to generate reports as desired.
    • If: Define the conditions for branching the workflow based on your reporting logic.
    • Send Email: Customize the recipient, subject, and body of the email report.
    • Slack: Specify the channel and message content for Slack notifications.
    • ClickUp: Configure the action you want to perform in ClickUp (e.g., create a task, add a comment).
    • Convert to File: Choose the desired file format for the Google Drive upload (e.g., PDF, TXT).
    • Google Drive: Specify the folder where the reports should be uploaded.
  4. Activate the Workflow: Once configured, activate the workflow to start generating automated end-of-day reports.

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