Sync KPI metrics from ClickUp and Google Sheets to Slack and Gmail

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Important notice

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

1. Workflow Overview

Description Automate daily KPI tracking and reporting by integrating ClickUp tasks and Google Sheets lead data into a unified dashboard. This workflow computes performance metrics, analyzes sentime...

Best for

Market Research automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.stickynote, n8n-nodes-base.errortrigger, n8n-nodes-base.slack, n8n-nodes-base.cron, n8n-nodes-base.clickup, n8n-nodes-base.googlesheets, n8n-nodes-base.merge, n8n-nodes-base.code

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: Sync KPI metrics from ClickUp and Google Sheets to Slack and Gmail
Workflow name: Sync KPI metrics from ClickUp and Google Sheets to Slack and Gmail

Description

Automate daily KPI tracking and reporting by integrating ClickUp tasks and Google Sheets lead data into a unified dashboard. This workflow computes performance metrics, analyzes sentiment, and delivers visualized reports to Slack and Gmail for instant team insights. 📊💬📧

What This Template Does

Triggers automatically every day using a cron scheduler. ⏰
Fetches project task data from ClickUp, including status, priority, and assignee metrics.
Retrieves lead generation data and responses from Google Sheets.
Merges both data sources to create a unified performance dataset.
Computes detailed KPI metrics (task completion, overdue %, sentiment analysis, response trends).
Formats data for reporting and visualization.
Posts a concise KPI summary snapshot to a designated Slack channel.
Sends a professionally formatted HTML report via Gmail.
Notifies your Slack channel instantly in case of any workflow errors.

Key Benefits

✅ Eliminates manual KPI tracking and reporting. ✅ Combines ClickUp and Google Sheets data into one view. ✅ Provides real-time insights for decision-making. ✅ Automates daily updates for consistent visibility. ✅ Delivers both quick Slack summaries and detailed email reports. ✅ Built-in error alerting ensures uninterrupted automation.

Features

Scheduled daily cron trigger for automated execution.
OAuth2-secured integrations with ClickUp, Google Sheets, Slack, and Gmail.
Parallel data fetching for faster performance.
Smart KPI calculations with sentiment and trend analysis.
Custom HTML email template with visual charts and highlights.
Slack snapshot notifications for instant updates.
Error-handling mechanism with Slack alerts.

Requirements

ClickUp account with OAuth2 credentials.
Google Sheets access with OAuth2 credentials.
Slack API credentials with chat:write permission.
Gmail OAuth2 credentials for report delivery.

Target Audience

Project managers tracking performance KPIs.
Operations teams needing daily performance visibility.
Marketing and sales teams monitoring task and lead metrics.
Automation and analytics engineers building executive dashboards.

Step-by-Step Setup Instructions

Connect your ClickUp, Google Sheets, Slack, and Gmail accounts. 🔑
Replace placeholder IDs (Sheet ID, Channel ID, Email) with your actual values.
Adjust the cron trigger time as per your timezone.
Test with sample data to confirm correct KPI calculations.
Enable workflow to start daily automated 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 - Workflow Overview

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

Block 2 - Cron Trigger Note

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

Block 3 - ClickUp Tasks Note

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

Block 4 - Google Sheets Note

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

Block 5 - Merge Data Note

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

Block 6 - KPI Computation Note

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

Block 7 - Data Formatter Note

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

Block 8 - Slack Dashboard Note

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

Block 9 - Gmail Report Note

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

Block 10 - Error Handling Note

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

Block 11 - Error Trigger Handler

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

Block 12 - Slack - Send Error Alert

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

Block 13 - Daily Cron Trigger

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

Block 14 - ClickUp - Fetch Tasks

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

Block 15 - Google Sheets - Fetch Lead Data

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

Block 16 - Merge - Consolidate Datasets

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

Block 17 - Code - Compute KPI Trends

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

Block 18 - Set - Format Output Data

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 19 - Slack - Post Dashboard Snapshot

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

Block 20 - Gmail - Send KPI Report

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

3. Summary Table

Workflow	Sync KPI metrics from ClickUp and Google Sheets to Slack and Gmail
Complexity	advanced
Nodes	20
Categories	Market Research
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/9464/9464.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 Market Research workflows

Frequently asked questions

What does Sync KPI metrics from ClickUp and Google Sheets to Slack and Gmail 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 Market Research use case.

Rahul Joshi

269 workflows

Nodes

n8n-nodes-base.stickynote n8n-nodes-base.errortrigger n8n-nodes-base.slack n8n-nodes-base.cron n8n-nodes-base.clickup n8n-nodes-base.googlesheets n8n-nodes-base.merge n8n-nodes-base.code

Complexity

advanced

Published 10 Oct 2025

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/9464/9464.json

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Sync KPI metrics from ClickUp and Google Sheets to Slack and Gmail

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 - Workflow Overview

Block 2 - Cron Trigger Note

Block 3 - ClickUp Tasks Note

Block 4 - Google Sheets Note

Block 5 - Merge Data Note

Block 6 - KPI Computation Note

Block 7 - Data Formatter Note

Block 8 - Slack Dashboard Note

Block 9 - Gmail Report Note

Block 10 - Error Handling Note

Block 11 - Error Trigger Handler

Block 12 - Slack - Send Error Alert

Block 13 - Daily Cron Trigger

Block 14 - ClickUp - Fetch Tasks

Block 15 - Google Sheets - Fetch Lead Data

Block 16 - Merge - Consolidate Datasets

Block 17 - Code - Compute KPI Trends

Block 18 - Set - Format Output Data

Block 19 - Slack - Post Dashboard Snapshot

Block 20 - Gmail - Send KPI Report

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