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

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

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 dail...

Best for

Document Extraction automation workflows
AI Summarization automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.stickynote, n8n-nodes-base.scheduletrigger, n8n-nodes-base.merge, n8n-nodes-base.code, n8n-nodes-base.if, n8n-nodes-base.slack, n8n-nodes-base.emailsend, n8n-nodes-base.googledrive

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Rahul Joshi.

Original n8n.io source

1.1 Workflow description

Title: Generate AI-powered end-of-day reports from ClickUp & GoHighLevel to multi-channel
Workflow name: Generate AI-powered end-of-day reports from ClickUp & GoHighLevel to multi-channel

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. ✅

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Sticky Note

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 2 - Sticky Note1

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 3 - Sticky Note2

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 4 - Sticky Note3

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 5 - Sticky Note4

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 6 - Sticky Note5

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 7 - Sticky Note6

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 8 - Sticky Note7

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 9 - Sticky Note8

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 10 - Sticky Note9

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 11 - Sticky Note10

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 12 - Sticky Note11

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 13 - Schedule EOD Report Trigger

Type / Role: n8n-nodes-base.scheduleTrigger - scheduleTrigger
Config choices: Version 1.1

Block 14 - Merge All Data Sources

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 2.1

Block 15 - Transform and Structure Data

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 16 - Format Reports for Distribution

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 17 - Route to Slack

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2

Block 18 - Route to Email

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2

Block 19 - Route to Google Drive

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2

Block 20 - Send Slack Message

Type / Role: n8n-nodes-base.slack - slack
Config choices: Version 2.1

Block 21 - Send Email Report

Type / Role: n8n-nodes-base.emailSend - emailSend
Config choices: Version 2.1

Block 22 - Upload Report to Google Drive

Type / Role: n8n-nodes-base.googleDrive - googleDrive
Config choices: Version 3

Block 23 - Fetch GHL Won Opportunities

Type / Role: n8n-nodes-base.highLevel - highLevel
Config choices: Version 2

Block 24 - Structured Output Parser

Type / Role: @n8n/n8n-nodes-langchain.outputParserStructured - outputParserStructured
Config choices: Version 1.3

Showing the first 24 of 29 workflow blocks. Download the JSON for the full node graph.

3. Summary Table

Workflow	Generate AI-powered end-of-day reports from ClickUp & GoHighLevel to multi-channel
Complexity	advanced
Nodes	29
Categories	Document Extraction, AI Summarization
Author	Rahul Joshi
Published	10 Oct 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/9463/9463.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source Document Extraction workflows AI Summarization workflows

Frequently asked questions

What does Generate AI-powered end-of-day reports from ClickUp & GoHighLevel to multi-channel do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Document Extraction, AI Summarization use case.

Rahul Joshi

269 workflows

Nodes

n8n-nodes-base.stickynote n8n-nodes-base.scheduletrigger n8n-nodes-base.merge n8n-nodes-base.code n8n-nodes-base.if n8n-nodes-base.slack n8n-nodes-base.emailsend n8n-nodes-base.googledrive

Complexity

advanced

Published 10 Oct 2025

Likes 0

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Install path: /data/workflows/9463/9463.json

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

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Description

What This Template Does

Key Benefits

Features

Requirements

Target Audience

Step-by-Step Setup Instructions

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Sticky Note

Block 2 - Sticky Note1

Block 3 - Sticky Note2

Block 4 - Sticky Note3

Block 5 - Sticky Note4

Block 6 - Sticky Note5

Block 7 - Sticky Note6

Block 8 - Sticky Note7

Block 9 - Sticky Note8

Block 10 - Sticky Note9

Block 11 - Sticky Note10

Block 12 - Sticky Note11

Block 13 - Schedule EOD Report Trigger

Block 14 - Merge All Data Sources

Block 15 - Transform and Structure Data

Block 16 - Format Reports for Distribution

Block 17 - Route to Slack

Block 18 - Route to Email

Block 19 - Route to Google Drive

Block 20 - Send Slack Message

Block 21 - Send Email Report

Block 22 - Upload Report to Google Drive

Block 23 - Fetch GHL Won Opportunities

Block 24 - Structured Output Parser

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions