AutomationFlowsAI & RAG › Generate Consulting KPI Summaries with Gpt-4o-mini, Slack and Google Sheets

Generate Consulting KPI Summaries with Gpt-4o-mini, Slack and Google Sheets

ByHyrum Hurst @hyrum-hurst on n8n.io

Author: Hyrum Hurst, AI Automation Engineer at QuarterSmart Contact: hyrum@quartersmart.com

Cron / scheduled trigger★★★★☆ complexityAI-powered22 nodesHTTP RequestGoogle SheetsAgentOpenAI ChatSlackGmailGoogle Calendar
AI & RAG Trigger: Cron / scheduled Nodes: 22 Complexity: ★★★★☆ AI nodes: yes Added:

This workflow corresponds to n8n.io template #12857 — we link there as the canonical source.

This workflow follows the Agent → Gmail recipe pattern — see all workflows that pair these two integrations.

The workflow JSON

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{
  "id": "kCspNXfimNr6NzaZ",
  "name": "Automated Consulting KPI Reporting with AI Insights and Threshold Alerts",
  "tags": [],
  "nodes": [
    {
      "id": "a278412b-15a6-4682-9406-3e7edac18deb",
      "name": "Daily KPI Report Trigger",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
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      "parameters": {},
      "typeVersion": 1.3
    },
    {
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      "name": "Workflow Configuration",
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      "parameters": {},
      "typeVersion": 3.4
    },
    {
      "id": "25175165-9700-4099-bb40-2ce9b791d0f2",
      "name": "Fetch Client Dashboard 1 KPIs",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
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      "parameters": {},
      "typeVersion": 4.3
    },
    {
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      "name": "Fetch Client Dashboard 2 KPIs",
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      "parameters": {},
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    {
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      "name": "Structure KPI Data",
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      ],
      "parameters": {},
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    },
    {
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      "name": "Log KPIs to Google Sheets",
      "type": "n8n-nodes-base.googleSheets",
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      ],
      "parameters": {},
      "typeVersion": 4.7
    },
    {
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      "name": "Generate KPI Summary and Insights",
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      "parameters": {},
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    },
    {
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      "name": "OpenAI GPT-4o-mini",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
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      ],
      "parameters": {},
      "typeVersion": 1.3
    },
    {
      "id": "f9b70c3b-e3e7-4c3c-b5fa-bac24099642e",
      "name": "Check Critical KPI Thresholds",
      "type": "n8n-nodes-base.switch",
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      "parameters": {},
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    {
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      "name": "Post Summary to Slack",
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      "parameters": {},
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    },
    {
      "id": "1b8f72cd-0f14-4341-bbe4-1b207df5839e",
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        384
      ],
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    },
    {
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      "parameters": {},
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    {
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      "position": [
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      "parameters": {},
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    {
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      ],
      "parameters": {},
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    },
    {
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      "name": "Final Logging and Formatting",
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      "position": [
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      "parameters": {},
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    {
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      "name": "Sticky Note",
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      "parameters": {
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    {
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      "name": "Sticky Note1",
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  ],
  "active": false,
  "settings": {
    "executionOrder": "v1"
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  "versionId": "bee9dc25-3da8-4f13-baf0-eb823ba20faa",
  "connections": {
    "Email Full Report": {
      "main": [
        [
          {
            "node": "Consolidate All Branches",
            "type": "main",
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        ]
      ]
    },
    "OpenAI GPT-4o-mini": {
      "ai_languageModel": [
        [
          {
            "node": "Generate KPI Summary and Insights",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Structure KPI Data": {
      "main": [
        [
          {
            "node": "Log KPIs to Google Sheets",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Post Summary to Slack": {
      "main": [
        [
          {
            "node": "Consolidate All Branches",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Workflow Configuration": {
      "main": [
        [
          {
            "node": "Fetch Client Dashboard 1 KPIs",
            "type": "main",
            "index": 0
          },
          {
            "node": "Fetch Client Dashboard 2 KPIs",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Consolidate All Branches": {
      "main": [
        [
          {
            "node": "Schedule Follow-up Meeting",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Daily KPI Report Trigger": {
      "main": [
        [
          {
            "node": "Workflow Configuration",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Log KPIs to Google Sheets": {
      "main": [
        [
          {
            "node": "Generate KPI Summary and Insights",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Schedule Follow-up Meeting": {
      "main": [
        [
          {
            "node": "Final Logging and Formatting",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Check Critical KPI Thresholds": {
      "main": [
        [
          {
            "node": "Send Critical Alert to Slack",
            "type": "main",
            "index": 0
          },
          {
            "node": "Email Critical Alert",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Post Summary to Slack",
            "type": "main",
            "index": 0
          },
          {
            "node": "Email Full Report",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Fetch Client Dashboard 1 KPIs": {
      "main": [
        [
          {
            "node": "Structure KPI Data",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Fetch Client Dashboard 2 KPIs": {
      "main": [
        [
          {
            "node": "Structure KPI Data",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Generate KPI Summary and Insights": {
      "main": [
        [
          {
            "node": "Check Critical KPI Thresholds",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
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About this workflow

Author: Hyrum Hurst, AI Automation Engineer at QuarterSmart Contact: hyrum@quartersmart.com

Source: https://n8n.io/workflows/12857/ — original creator credit. Request a take-down →

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