Monitor and Report OKR Variance from Monday.com and Jira via Slack and Email

This n8n workflow automates the process of monitoring Key Performance Indicators (KPIs) and Objectives and Key Results (OKRs) by consolidating data from Monday.com and Jira, calculating variances, and reporting them via Slack and email. It helps teams stay on track with their goals by providing timely alerts on significant deviations.

What it does

1. Schedules Execution: The workflow runs on a predefined schedule (e.g., daily, weekly) to regularly check for updates.
2. Fetches Data from Monday.com: It retrieves relevant OKR data from Monday.com boards.
3. Fetches Data from Jira Software: Concurrently, it pulls project and task data from Jira that might be linked to OKRs.
4. Merges Data: Data from Monday.com and Jira are combined into a single dataset for comprehensive analysis.
5. Processes and Transforms Data: A "Code" node is used to apply custom logic, likely to calculate variances, identify thresholds, and format the data for reporting.
6. Aggregates Information: The processed data is aggregated, potentially summarizing variances by team, project, or OKR.
7. Formats Report: An "Edit Fields (Set)" node prepares the aggregated data into a user-friendly format for notifications.
8. Sends Slack Notifications: If significant variances are detected, a message is posted to a designated Slack channel.
9. Sends Email Notifications: An email report is sent via Microsoft Outlook to relevant stakeholders, providing detailed information about the variances.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Instance: A running instance of n8n.
• Monday.com Account: With API access and boards containing your OKR data.
• Jira Software Account: With API access to your projects and issues.
• Slack Account: With a channel configured for receiving notifications and an n8n Slack credential.
• Microsoft Outlook Account: Configured for sending emails and an n8n Microsoft credential.

Setup/Usage

1. 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.
2. Configure Credentials:
   • Locate the "Monday.com", "Jira Software", "Slack", and "Microsoft Outlook" nodes.
   • Click on each node and configure the respective credentials. If you don't have them set up, n8n will guide you through creating new credentials.
3. Customize Data Retrieval:
   • Adjust the "Monday.com" and "Jira Software" nodes to fetch the specific boards, projects, and fields relevant to your OKRs.
4. Adjust Variance Logic (Code Node):
   • Open the "Code" node and modify the JavaScript code to define your specific OKR variance calculation logic, thresholds, and reporting conditions.
5. Configure Notifications:
   • In the "Slack" node, specify the target channel and customize the message content.
   • In the "Microsoft Outlook" node, define the recipient email addresses, subject, and email body.
6. Set Schedule:
   • Configure the "Schedule Trigger" node to run the workflow at your desired frequency (e.g., daily, weekly).
7. Activate the Workflow:
   • Save the workflow and toggle it to "Active" to start monitoring and reporting.