Monitoring team capacity in Jira and sending alerts for over-allocation
Description:
This workflow automates team capacity monitoring using Jira data to identify over-allocated team members and alert managers instantly. It ensures proactive workload management by fetching active issues, calculating utilization rates, logging capacity metrics, and sending detailed email alerts when members exceed 100% capacity. It helps project managers prevent burnout, balance workloads, and maintain operational efficiency — all with zero manual tracking.
What This Workflow Does (Step-by-Step)
🟢 Manual Trigger – Start the capacity analysis manually on demand.
📋 Fetch Active Jira Issues – Retrieves all “In Progress” tasks from Jira to analyze workloads.
✅ Data Validation – Checks whether Jira returned valid data before continuing. True Path: Moves to capacity calculation. False Path: Logs query failure to error tracking sheet.
📊 Capacity Calculator – Aggregates logged hours per user and calculates utilization percentage based on an 8-hour daily capacity.
📈 Log Capacity Data to Tracking Sheet – Appends capacity metrics (Assignee, Total Hours, Utilization %, Status) to a Google Sheet for historical tracking and trend analysis.
⚠️ Over-Allocation Check – Identifies team members exceeding 100% utilization (status = “Overallocated”).
📢 Alert Report Generator – Builds a dynamic report summarizing all over-allocated members, their logged hours, utilization %, and corrective suggestions. Generates both alert and “All Clear” reports based on findings.
📧 Send Over-Allocation Alert to Manager – Sends an automated Gmail alert to the project manager, including severity-based subject lines and detailed breakdown of each over-allocated member.
🚨 Log Query Failures to Error Sheet – Records any Jira API or data retrieval issues in the “error log sheet” for monitoring and debugging.
Prerequisites
- Jira account with API access
- Google Sheets for “Team Capacity Tracking” and “Error Log”
- Gmail credentials for automated email delivery
Key Benefits
✅ Early detection of team over-allocation ✅ Automated data logging and historical tracking ✅ Real-time email alerts to prevent burnout ✅ Data-driven sprint planning and workload balancing ✅ Zero manual monitoring required
Perfect For
- Project Managers and Scrum Masters tracking team load
- Engineering teams managing multiple active sprints
- Organizations looking to automate workload visibility
- HR and PMOs monitoring resource utilization trends
n8n Workflow: Capacity Monitoring and Alerting
This n8n workflow provides a framework for monitoring team capacity, potentially from a data source like Google Sheets, and then taking action based on conditions. While the provided JSON is a starting point, it demonstrates the core components for reading data, applying conditional logic, and interacting with external systems like Jira and Gmail.
What it does
This workflow outlines the following steps:
- Manual Trigger: The workflow is initiated manually, allowing for on-demand execution.
- Read Data from Google Sheets: It is set up to read data from a Google Sheet, which could contain team capacity information or other relevant metrics.
- Conditional Logic: An "If" node is included to apply conditional logic to the data retrieved from Google Sheets. This would typically be used to check for specific conditions, such as team over-allocation or capacity thresholds.
- Jira Interaction (Placeholder): A Jira Software node is present, indicating the intention to interact with Jira. This could involve creating issues, updating tickets, or querying project data based on the conditional logic.
- Gmail Notification (Placeholder): A Gmail node is included, suggesting the capability to send email notifications. This would likely be used to alert relevant stakeholders (e.g., team leads, project managers) when certain conditions are met (e.g., over-allocation detected).
- Code Execution (Placeholder): A "Code" node is available for executing custom JavaScript logic, allowing for advanced data manipulation or integration not directly supported by other nodes.
- Sticky Note: A sticky note is included for documentation purposes within the workflow itself.
Prerequisites/Requirements
To use this workflow, you will need:
- n8n Instance: An active n8n instance to import and run the workflow.
- Google Sheets Account: Configured credentials for Google Sheets to read data.
- Jira Software Account: Configured credentials for Jira Software to interact with your Jira instance.
- Gmail Account: Configured credentials for Gmail to send email notifications.
Setup/Usage
- Import the Workflow: Download the provided JSON and import it into your n8n instance.
- Configure Credentials:
- Set up your Google Sheets credentials (OAuth 2.0 recommended) to allow n8n to access your spreadsheets.
- Configure your Jira Software credentials (e.g., API token or OAuth) to connect to your Jira instance.
- Set up your Gmail credentials (OAuth 2.0 recommended) to enable sending emails.
- Customize Nodes:
- Google Sheets: Configure the "Google Sheets" node to specify the spreadsheet ID, sheet name, and range from which to read your capacity data.
- If: Update the "If" node with the specific conditions you want to evaluate (e.g., comparing current capacity to a threshold).
- Jira Software: Customize the "Jira Software" node to perform the desired action (e.g., create an issue, add a comment) based on the "If" node's output.
- Gmail: Configure the "Gmail" node to specify recipients, subject, and email body for alerts. Use expressions to dynamically include data from previous nodes.
- Code: If custom logic is required, add your JavaScript code to the "Code" node.
- Activate the Workflow: Once configured, activate the workflow. You can manually execute it by clicking the "Execute workflow" button in the n8n editor.
Note: The provided JSON is a foundational structure. You will need to fill in the specific details for your Google Sheet, Jira actions, and Gmail notifications based on your monitoring requirements.
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