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Generate AI-powered morning briefs from ClickUp to Slack and Gmail with GPT-4o

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Generate AI-powered morning briefs from ClickUp to Slack and Gmail with GPT-4o preview
Open on n8n.io

Important notice

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

1. Workflow Overview

Description Automate your team's daily stand ups with AI powered morning briefs, directly pulled from ClickUp tasks and shared via Slack and Gmail every morning. ️ What This Template Does Trig...

Best for

  • Project Management automation workflows
  • AI Chatbot automation workflows
  • advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.stickynote, n8n-nodes-base.scheduletrigger, n8n-nodes-base.clickup, n8n-nodes-base.if, n8n-nodes-base.code, @n8n/n8n-nodes-langchain.agent, @n8n/n8n-nodes-langchain.outputparserstructured, @n8n/n8n-nodes-langchain.lmchatazureopenai

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 morning briefs from ClickUp to Slack and Gmail with GPT-4o
Workflow name
Generate AI-powered morning briefs from ClickUp to Slack and Gmail with GPT-4o

Description

Automate your team's daily stand-ups with AI-powered morning briefs, directly pulled from ClickUp tasks and shared via Slack and Gmail every morning. ☀️📋💬

What This Template Does

  • Triggers automatically at 9:15 AM each morning via cron. ⏰
  • Fetches the latest sprint and all active or due-today tasks from ClickUp.
  • Categorizes tasks by status, priority, and assignee for clear visibility.
  • Uses Azure OpenAI GPT-4o to generate a detailed, structured morning summary.
  • Formats the AI summary into a clean HTML email and a Slack post.
  • Sends automated updates to Gmail and Slack channels.
  • Includes real-time error detection and Slack alerts for quick debugging.

Key Benefits

✅ Eliminates manual stand-up prep by generating AI-driven daily reports. ✅ Keeps teams aligned with clear task summaries and blocker tracking. ✅ Automatically distributes updates across Slack and Gmail. ✅ Provides HTML-formatted emails and Slack markdown summaries. ✅ Reduces time spent on daily check-ins and sprint reviews.

Features

  • Fully automated daily scheduling using cron triggers.
  • Real-time task fetching and categorization from ClickUp.
  • GPT-4-powered summarization for executive-style briefs.
  • Responsive HTML email builder for beautiful reports.
  • Slack integration for quick, shareable updates.
  • Error handling with dedicated Slack notifications.

Requirements

  • ClickUp OAuth2 credentials for task access.
  • Azure OpenAI GPT-4o API credentials for summary generation.
  • Slack API credentials for channel posting.
  • Gmail OAuth2 credentials for sending email reports.

Target Audience

  • Project managers and team leads needing automated daily briefings 👩‍💼
  • Development teams using ClickUp for sprint and task tracking 💻
  • Agencies or operations teams coordinating across tools 🔄
  • Remote teams seeking quick alignment and productivity boosts 🌍

Step-by-Step Setup Instructions

  • Connect your ClickUp account via OAuth2 and update Team, Space, and Folder IDs. ⚙️
  • Add Azure OpenAI GPT-4o credentials for AI summary generation. 🤖
  • Configure Slack OAuth2 credentials and set the target channel ID. 💬
  • Connect Gmail OAuth2 and define recipient email addresses. 📧
  • Customize the schedule trigger time (default: 9:15 AM). 🕒
  • Test the workflow to verify proper data retrieval and message delivery. 🚀

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 - Note: Workflow Overview

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

Block 2 - Note: Schedule Trigger

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

Block 3 - Trigger: Morning Schedule

Type / Role
n8n-nodes-base.scheduleTrigger - scheduleTrigger
Config choices
Version 1.2

Block 4 - Note: Fetch Sprints

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

Block 5 - Get All Lists (Sprints)

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

Block 6 - Note: Validate Data

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

Block 7 - Check Lists Exist

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

Block 8 - Note: Sprint Logic

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

Block 9 - Find Latest Sprint

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

Block 10 - Note: Task Retrieval

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

Block 11 - Get Task From Latest Sprint

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

Block 12 - Note: Data Processing

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

Block 13 - Format: Compose Brief Data

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

Block 14 - Note: AI Processing

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

Block 15 - OpenAI: Generate Brief

Type / Role
@n8n/n8n-nodes-langchain.agent - agent
Config choices
Version 2.1

Block 16 - Structured Output Parser

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

Block 17 - Azure OpenAI Chat Model

Type / Role
@n8n/n8n-nodes-langchain.lmChatAzureOpenAi - lmChatAzureOpenAi
Config choices
Version 1

Block 18 - Simple Memory

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

Block 19 - Note: Email Builder

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

Block 20 - Note: Slack Integration

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

Block 21 - Slack: Post Brief

Type / Role
n8n-nodes-base.slack - slack
Config choices
Version 2.2

Block 22 - Note: Email Delivery

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

Block 23 - Note: Error Management

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

Block 24 - Error Trigger: Catch Failures

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

Showing the first 24 of 27 workflow blocks. Download the JSON for the full node graph.

3. Summary Table

Workflow Generate AI-powered morning briefs from ClickUp to Slack and Gmail with GPT-4o
Complexity advanced
Nodes 27
Categories Project Management, AI Chatbot
Author Rahul Joshi
Published 09 Oct 2025

4. Reproducing the Workflow from Scratch

  1. 1. Download the workflow JSON

    Use the JSON export at /data/workflows/9410/9410.json as the source template for this automation.

  2. 2. Import the template into n8n

    Open n8n, import the downloaded JSON, and review each node before activating the workflow.

  3. 3. Configure credentials and variables

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

  4. 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. 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.

Frequently asked questions

What does Generate AI-powered morning briefs from ClickUp to Slack and Gmail with GPT-4o do?

Description Automate your team's daily stand ups with AI powered morning briefs, directly pulled from ClickUp tasks and shared via Slack and Gmail every morning. ️ What This Template Does Trig...

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 Project Management, AI Chatbot use case.