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. 🚀