This workflow corresponds to n8n.io template #9831 — we link there as the canonical source.
This workflow follows the Jira → Slack recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"id": "BwSY1V0DCKKvUUeq",
"meta": {
"templateCredsSetupCompleted": true
},
"name": "Monitor and Report OKR Variance from Monday.com and Jira via Slack and Email",
"tags": [],
"nodes": [
{
"id": "c13ed242-024f-40c5-ba72-488ebbd23236",
"name": "Workflow Overview",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2240,
-16
],
"parameters": {
"color": 4,
"width": 386.39887445887445,
"height": 464.8876404494382,
"content": "## \ud83c\udfaf OKR Sync & Variance Tracking System\n\nThis workflow automates the synchronization of OKRs (Objectives and Key Results) between Monday.com and Jira, calculating progress variance and sending automated reports.\n\n**What it does:**\n- Fetches Key Results from Monday.com boards\n- Links each KR to corresponding Jira Epics\n- Calculates actual progress based on epic statuses\n- Computes variance against target progress\n- Updates Monday.com with real-time metrics\n- Sends reports via Slack and Email\n\n**Use Cases:**\n- Product teams tracking quarterly OKRs\n- Engineering managers monitoring sprint alignment\n- Leadership dashboards for strategic planning\n\n**Prerequisites:**\n- Monday.com board with OKR structure\n- Jira project with linked epics\n- Slack workspace access\n- Microsoft Outlook account"
},
"typeVersion": 1
},
{
"id": "c403d5d0-9c79-43f4-affc-bee172972745",
"name": "Note: Schedule Setup",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1808,
-128
],
"parameters": {
"color": 7,
"width": 313,
"height": 297,
"content": "## \u23f0 Schedule Configuration\n\n**Setup Steps:**\n1. Click on this node\n2. Set your desired interval (daily/weekly)\n3. Choose optimal run time (e.g., 9 AM daily)\n4. Consider timezone settings\n\n**Best Practice:** Run during off-peak hours to avoid API rate limits"
},
"typeVersion": 1
},
{
"id": "bb79b478-58ce-407c-ae29-1f8139aa5129",
"name": "Daily OKR Sync Trigger",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
-1600,
208
],
"parameters": {
"rule": {
"interval": [
{}
]
}
},
"typeVersion": 1.2
},
{
"id": "3ebd5103-a47b-4b06-8786-9cf757e0b149",
"name": "Note: Monday Board Config",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1472,
-224
],
"parameters": {
"color": 7,
"width": 330,
"height": 416,
"content": "## \ud83d\udccb Monday.com Board Setup\n\n**Required Columns:**\n- Objective Name (text)\n- Jira Epic Keys (text, comma-separated)\n- Target Progress (number, %)\n- Current Progress (number, %)\n- Threshold (number, %)\n- Owner's Email (email)\n- Status (status)\n- Date (date)\n\n**Configuration:**\n1. Replace boardId with your board ID\n2. Replace groupId with your group ID\n3. Connect your Monday.com credentials"
},
"typeVersion": 1
},
{
"id": "966a0ad7-2f85-44bc-9c69-40fdf833473a",
"name": "Fetch OKRs from Monday.com",
"type": "n8n-nodes-base.mondayCom",
"position": [
-1376,
208
],
"parameters": {
"boardId": "={{ $env.MONDAY_BOARD_ID }}",
"groupId": "={{ $env.MONDAY_GROUP_ID }}",
"resource": "boardItem",
"operation": "getAll",
"returnAll": true
},
"credentials": {
"mondayComApi": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "dbde1957-fd81-496f-884c-7e72a54c95b3",
"name": "Note: Field Mapping Logic",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1264,
384
],
"parameters": {
"color": 7,
"width": 329.4096385542169,
"height": 294.3975903614458,
"content": "## \ud83d\udd04 Field Mapping\n\nThis node extracts and standardizes Monday.com column data into a consistent schema.\n\n**What it does:**\n- Maps column indices to readable field names\n- Prepares data for downstream processing\n- Ensures type consistency\n\n**Note:** If Monday.com column order changes, update the column_values[index] references"
},
"typeVersion": 1
},
{
"id": "f37d5fa2-af93-48ea-b087-b8b21ee268f9",
"name": "Map Monday Fields \u2192 Standard KR Schema",
"type": "n8n-nodes-base.set",
"position": [
-1152,
208
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "5c6f16b4-1a4d-433c-a71f-e0af839639a3",
"name": "id",
"type": "string",
"value": "={{ $json.id }}"
},
{
"id": "91918ab5-08d3-48a1-86bb-d09ba12e4c97",
"name": "name",
"type": "string",
"value": "={{ $json.name }}"
},
{
"id": "f9f404d8-4991-41a3-a695-9b8870b94c34",
"name": "created_at",
"type": "string",
"value": "={{ $json.created_at }}"
},
{
"id": "d68a0661-a879-44c7-b4bd-841529559c82",
"name": "Objective Name ",
"type": "string",
"value": "={{ $json.column_values[0].text }}"
},
{
"id": "7b03a663-d59c-4cd1-b355-713a24f033f2",
"name": "Jira Epic Keys",
"type": "string",
"value": "={{ $json.column_values[1].text }}"
},
{
"id": "072ba34c-fedd-434d-97cf-0c9075d5e6f9",
"name": "Target Progress",
"type": "string",
"value": "={{ $json.column_values[2].text }}"
},
{
"id": "2cc1ca2f-f47f-4851-a12f-465eb6a43851",
"name": "Current Progress",
"type": "string",
"value": "={{ $json.column_values[3].text }}"
},
{
"id": "fa86ebe8-3e4b-48bd-a2b7-5ad326b4dedb",
"name": "Threshold",
"type": "string",
"value": "={{ $json.column_values[4].text }}"
},
{
"id": "bb2da321-7351-42f2-b7a0-11ec279b23a9",
"name": "Owners Email",
"type": "string",
"value": "={{ $json.column_values[5].text }}"
},
{
"id": "107f05c0-69f3-43a9-bd60-f0bf5212a54b",
"name": "Status",
"type": "string",
"value": "={{ $json.column_values[6].text }}"
},
{
"id": "080e6adf-80d4-46a9-a11f-358e65fd37e1",
"name": "Date",
"type": "string",
"value": "={{ $json.column_values[7].text }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "51ce7b43-0b86-413e-80c7-e5762a33ab46",
"name": "Note: Epic Splitting",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1024,
-96
],
"parameters": {
"color": 7,
"width": 324.2168674698795,
"height": 294.3975903614458,
"content": "## \ud83d\udd00 Epic Splitting Logic\n\nEach KR can track multiple Jira epics (comma-separated). This node creates one item per epic-KR pair.\n\n**Example:**\n- Input: KR-123 \u2192 EPIC-1, EPIC-2\n- Output: 2 items (KR-123\u2192EPIC-1, KR-123\u2192EPIC-2)\n\n**Why?** Allows parallel fetching of epic data and accurate progress calculation"
},
"typeVersion": 1
},
{
"id": "263d82ad-50d6-4632-877a-034975d5729b",
"name": "Split KR \u2192 Epics Mapper",
"type": "n8n-nodes-base.code",
"position": [
-928,
208
],
"parameters": {
"jsCode": "const out = [];\nfor (const item of items) {\n const epics = item.json[\"Jira Epic Keys\"]\n .split(',')\n .map(e => e.trim())\n .filter(Boolean);\n for (const epic of epics) {\n out.push({\n json: {\n kr_id: item.json.id,\n kr_name: item.json.name,\n objective_name: item.json[\"Objective Name\"],\n epic_key: epic,\n target_progress: Number(item.json[\"Target Progress\"]),\n current_progress: Number(item.json[\"Current Progress\"]),\n threshold: Number(item.json[\"Threshold\"]),\n owner_email: item.json[\"Owners Email\"]\n }\n });\n }\n}\nreturn out;\n"
},
"typeVersion": 2
},
{
"id": "c07d2061-b07c-4a1c-868b-edc013cacf90",
"name": "Note: Jira Epic Fetching",
"type": "n8n-nodes-base.stickyNote",
"position": [
-896,
416
],
"parameters": {
"color": 7,
"width": 324.2168674698795,
"height": 280,
"content": "## \ud83d\udd17 Jira Integration\n\n**Setup:**\n1. Connect your Jira credentials\n2. Ensure the Jira account has read access to all linked epics\n3. Test with a single epic key first\n\n**Rate Limits:** Jira Cloud allows 150 requests/min. This workflow respects those limits via sequential processing"
},
"typeVersion": 1
},
{
"id": "0411be4a-6381-4f13-9808-57a2f7b07644",
"name": "Fetch Jira Epic Details",
"type": "n8n-nodes-base.jira",
"position": [
-704,
272
],
"parameters": {
"issueKey": "={{ $json.epic_key }}",
"operation": "get",
"additionalFields": {}
},
"credentials": {
"jiraSoftwareCloudApi": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "4992f272-d055-41d4-958c-b9691e3ebb96",
"name": "Note: Jira Response Cleanup",
"type": "n8n-nodes-base.stickyNote",
"position": [
-560,
400
],
"parameters": {
"color": 7,
"width": 324.2168674698795,
"height": 280,
"content": "## \ud83e\uddf9 Response Normalization\n\nJira API returns nested complex objects. This node flattens and extracts only the fields needed for progress calculation:\n\n- Issue key\n- Summary (name)\n- Status (for progress weighting)\n- Assignee\n- Dates"
},
"typeVersion": 1
},
{
"id": "9de61cfd-ba27-4023-8528-3ba279502d8f",
"name": "Normalize Jira Response",
"type": "n8n-nodes-base.code",
"position": [
-480,
272
],
"parameters": {
"jsCode": "const items = $input.all();\n\nconst formatted = items.flatMap(item => {\n const data = item.json;\n const issues = Array.isArray(data) ? data : [data];\n\n return issues.map(issue => {\n const f = issue.fields;\n return {\n json: {\n key: issue.key,\n name: f.summary,\n status: f.status.name,\n assignee: f.assignee ? f.assignee.displayName : 'Unassigned',\n dueDate: f.duedate || 'N/A',\n created: f.created,\n updated: f.updated,\n description: f.description || 'No description'\n }\n };\n });\n});\n\nreturn formatted;\n"
},
"typeVersion": 2
},
{
"id": "d0de1271-2a54-4a4c-9650-b84e1c3193ac",
"name": "Note: Data Merging",
"type": "n8n-nodes-base.stickyNote",
"position": [
-384,
-80
],
"parameters": {
"color": 7,
"width": 324.2168674698795,
"height": 280,
"content": "## \ud83d\udd17 SQL Merge Strategy\n\nThis node performs a LEFT JOIN to combine:\n- Input 1: KR metadata (from Monday)\n- Input 2: Epic details (from Jira)\n\n**Result:** Each KR-Epic pair with complete context for variance calculation"
},
"typeVersion": 1
},
{
"id": "ba395420-aa63-4277-8d7d-fb02c9d978b2",
"name": "Join KR + Epic Data (SQL Merge)",
"type": "n8n-nodes-base.merge",
"position": [
-256,
208
],
"parameters": {
"mode": "combineBySql",
"query": "SELECT \n a.kr_id,\n a.kr_name,\n a.epic_key,\n a.target_progress,\n a.current_progress,\n a.threshold,\n a.owner_email,\n b.name AS epic_name,\n b.status AS epic_status,\n b.assignee AS epic_assignee,\n b.updated AS epic_updated\nFROM input1 a\nLEFT JOIN input2 b\nON a.epic_key = b.key\n",
"options": {}
},
"typeVersion": 3.2
},
{
"id": "5316f900-d4b5-4543-b407-449434ea15d3",
"name": "Note: Variance Calculation",
"type": "n8n-nodes-base.stickyNote",
"position": [
-48,
-96
],
"parameters": {
"color": 7,
"width": 324.2168674698795,
"height": 320,
"content": "## \ud83d\udcca Progress Calculation Logic\n\n**Status Weights:**\n- To Do = 0%\n- In Progress = 50%\n- Done = 100%\n\n**Formula:**\n- Actual Progress = Average of all epic weights\n- Variance = Actual - Target\n- Status = At Risk if variance > threshold\n\n**Output:** One aggregated item per KR with computed metrics"
},
"typeVersion": 1
},
{
"id": "1a5c998f-e607-412f-baa0-361c223260a5",
"name": "Compute KR Progress & Variance",
"type": "n8n-nodes-base.code",
"position": [
-32,
208
],
"parameters": {
"jsCode": "const items = $input.all();\nconst grouped = {};\n\nfor (const i of items) {\n const krId = i.json.kr_id;\n if (!grouped[krId]) grouped[krId] = { meta: i.json, epics: [] };\n grouped[krId].epics.push(i.json);\n}\n\nconst out = [];\n\nfor (const [krId, data] of Object.entries(grouped)) {\n const { target_progress, threshold, owner_email, kr_name } = data.meta;\n const epics = data.epics;\n\n const statusWeight = { \"To Do\": 0, \"In Progress\": 50, \"Done\": 100 };\n const progressValues = epics.map(e => statusWeight[e.epic_status] ?? 0);\n\n const actual_progress = progressValues.length\n ? progressValues.reduce((a, b) => a + b, 0) / progressValues.length\n : 0;\n\n const variance = Number((actual_progress - target_progress).toFixed(2));\n const variance_abs = Math.abs(variance);\n\n const status =\n variance_abs > threshold\n ? variance < 0\n ? \"At Risk\"\n : \"Ahead\"\n : \"On Track\";\n\n out.push({\n json: {\n kr_id: krId,\n kr_name,\n owner_email,\n target_progress,\n actual_progress: Number(actual_progress.toFixed(2)),\n variance,\n variance_abs,\n status,\n epic_count: epics.length,\n last_updated: new Date().toISOString()\n }\n });\n}\n\nreturn out;\n"
},
"typeVersion": 2
},
{
"id": "e2e5308f-5ba4-4eab-a565-fb2e23dc5c6e",
"name": "Note: Monday Board Update",
"type": "n8n-nodes-base.stickyNote",
"position": [
288,
-96
],
"parameters": {
"color": 7,
"width": 324.2168674698795,
"height": 300,
"content": "## \u270d\ufe0f Monday.com Update\n\n**Configuration Needed:**\n1. Replace column IDs with your actual Monday board column IDs:\n - MONDAY_COL_ACTUAL_PROGRESS \u2192 Actual Progress column\n - MONDAY_COL_VARIANCE \u2192 Variance column\n - MONDAY_COL_STATUS \u2192 Status column\n\n2. Find column IDs via Monday.com API or inspect board settings"
},
"typeVersion": 1
},
{
"id": "6c262e7a-b86e-48f0-80bb-419a55d98e73",
"name": "Update KR Status on Monday",
"type": "n8n-nodes-base.mondayCom",
"position": [
208,
96
],
"parameters": {
"itemId": "={{ $json.kr_id }}",
"boardId": "={{ $env.MONDAY_BOARD_ID }}",
"resource": "boardItem",
"operation": "changeMultipleColumnValues",
"columnValues": "={\n \"{{ $env.MONDAY_COL_ACTUAL_PROGRESS }}\": {{$json.actual_progress}},\n \"{{ $env.MONDAY_COL_VARIANCE }}\": {{$json.variance}},\n \"{{ $env.MONDAY_COL_STATUS }}\": { \"label\": \"{{$json.status}}\" }\n}\n"
},
"credentials": {
"mondayComApi": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "f961b9b2-5ea4-4566-ad39-db01faa85c1a",
"name": "Note: Data Aggregation",
"type": "n8n-nodes-base.stickyNote",
"position": [
0,
464
],
"parameters": {
"color": 7,
"width": 324.2168674698795,
"height": 260,
"content": "## \ud83d\udce6 Aggregation for Reporting\n\nCombines all KR variance data into a single payload for reporting nodes.\n\n**Output:** Array of all KRs with their computed metrics, ready for Slack/Email formatting"
},
"typeVersion": 1
},
{
"id": "f312abe7-993b-42ee-8a4b-7c30073209b0",
"name": "Aggregate Final Results for Reporting",
"type": "n8n-nodes-base.aggregate",
"position": [
208,
304
],
"parameters": {
"options": {},
"aggregate": "aggregateAllItemData"
},
"typeVersion": 1
},
{
"id": "fafc7791-2e28-4a61-a692-37f29b01efd1",
"name": "Note: Slack Configuration",
"type": "n8n-nodes-base.stickyNote",
"position": [
592,
224
],
"parameters": {
"color": 7,
"width": 324.2168674698795,
"height": 280,
"content": "## \ud83d\udcac Slack Notification\n\n**Setup:**\n1. Replace channelId with your Slack channel ID\n2. Or use environment variable: SLACK_CHANNEL_ID\n3. Customize message formatting as needed\n\n**Tip:** Use Slack's Block Kit Builder for richer formatting"
},
"typeVersion": 1
},
{
"id": "48a17cb4-e54e-4120-8df9-f196598d4dca",
"name": "Post Slack Variance Report",
"type": "n8n-nodes-base.slack",
"position": [
432,
208
],
"parameters": {
"text": "=*\u26a0\ufe0f OKR Variance Report \u2014 {{$now}}*\n\n{{ $json.data.map((item, i) => \n`*${i+1}. ${item.kr_name}*\n\ud83d\udc64 *Owner:* ${item.owner_email}\n\ud83c\udfaf *Target:* ${item.target_progress}%\n\ud83d\udcca *Actual:* ${item.actual_progress}%\n\ud83d\udcc8 *Variance:* ${item.variance}%\n\ud83e\uddee *Epics Linked:* ${item.epic_count}\n\ud83d\udd52 *Last Updated:* ${item.last_updated}\n*Status:* ${item.status}`\n).join('\\n\\n') }}",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "id",
"value": "={{ $env.SLACK_CHANNEL_ID }}"
},
"otherOptions": {
"mrkdwn": true
}
},
"credentials": {
"slackApi": {
"name": "<your credential>"
}
},
"typeVersion": 2.3
},
{
"id": "0e5a6aae-6537-49d7-80de-cf62d6913eed",
"name": "Note: Email Configuration",
"type": "n8n-nodes-base.stickyNote",
"position": [
352,
592
],
"parameters": {
"color": 7,
"width": 324.2168674698795,
"height": 280,
"content": "## \ud83d\udce7 Email Notification\n\n**Setup:**\n1. Replace hardcoded email with: REPORT_RECIPIENT_EMAIL env variable\n2. Or use dynamic owner emails from data\n3. Customize HTML template as needed\n\n**Note:** Ensure Outlook credentials have send permissions"
},
"typeVersion": 1
},
{
"id": "550a77ca-7e03-454e-8fa0-76902b6215fe",
"name": "Email Variance Digest (Outlook)",
"type": "n8n-nodes-base.microsoftOutlook",
"position": [
432,
400
],
"parameters": {
"subject": "=OKR Variance Report \u2014 {{$now}}",
"bodyContent": "=<h2 style=\"color:#1263FF; font-family:Arial, sans-serif;\">\u2699\ufe0f OKR Variance Report \u2014 {{$now}}</h2>\n\n{{ $json.data.map((item, i) => `\n <table width=\"100%\" style=\"border-collapse:collapse; margin-bottom:15px; border:1px solid #dcdcdc; border-radius:8px; font-family:Arial, sans-serif;\">\n <tr>\n <td style=\"padding:10px;\">\n <h3 style=\"margin:0; color:#333333; font-size:16px;\">${i+1}. ${item.kr_name}</h3>\n <p style=\"margin:4px 0;\"><strong>Owner:</strong> ${item.owner_email}</p>\n <p style=\"margin:4px 0;\"><strong>Target:</strong> ${item.target_progress}%</p>\n <p style=\"margin:4px 0;\"><strong>Actual:</strong> ${item.actual_progress}%</p>\n <p style=\"margin:4px 0;\"><strong>Variance:</strong> \n <span style=\"color:${item.variance < 0 ? '#e63946' : '#2a9d8f'}; font-weight:bold;\">\n ${item.variance}%\n </span>\n </p>\n <p style=\"margin:4px 0;\"><strong>Epics Linked:</strong> ${item.epic_count}</p>\n <p style=\"margin:4px 0;\"><strong>Status:</strong> ${item.status}</p>\n <p style=\"margin:4px 0;\"><strong>Last Updated:</strong> ${item.last_updated}</p>\n </td>\n </tr>\n </table>\n`).join('') }}\n",
"toRecipients": "={{ $env.REPORT_RECIPIENT_EMAIL }}",
"additionalFields": {
"bodyContentType": "html"
}
},
"credentials": {
"microsoftOutlookOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 2
}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "24728ac7-8785-428e-b5d2-c70dd6d5c25b",
"connections": {
"Daily OKR Sync Trigger": {
"main": [
[
{
"node": "Fetch OKRs from Monday.com",
"type": "main",
"index": 0
}
]
]
},
"Fetch Jira Epic Details": {
"main": [
[
{
"node": "Normalize Jira Response",
"type": "main",
"index": 0
}
]
]
},
"Normalize Jira Response": {
"main": [
[
{
"node": "Join KR + Epic Data (SQL Merge)",
"type": "main",
"index": 1
}
]
]
},
"Split KR \u2192 Epics Mapper": {
"main": [
[
{
"node": "Join KR + Epic Data (SQL Merge)",
"type": "main",
"index": 0
},
{
"node": "Fetch Jira Epic Details",
"type": "main",
"index": 0
}
]
]
},
"Fetch OKRs from Monday.com": {
"main": [
[
{
"node": "Map Monday Fields \u2192 Standard KR Schema",
"type": "main",
"index": 0
}
]
]
},
"Compute KR Progress & Variance": {
"main": [
[
{
"node": "Update KR Status on Monday",
"type": "main",
"index": 0
},
{
"node": "Aggregate Final Results for Reporting",
"type": "main",
"index": 0
}
]
]
},
"Join KR + Epic Data (SQL Merge)": {
"main": [
[
{
"node": "Compute KR Progress & Variance",
"type": "main",
"index": 0
}
]
]
},
"Aggregate Final Results for Reporting": {
"main": [
[
{
"node": "Post Slack Variance Report",
"type": "main",
"index": 0
},
{
"node": "Email Variance Digest (Outlook)",
"type": "main",
"index": 0
}
]
]
},
"Map Monday Fields \u2192 Standard KR Schema": {
"main": [
[
{
"node": "Split KR \u2192 Epics Mapper",
"type": "main",
"index": 0
}
]
]
}
}
}
Credentials you'll need
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jiraSoftwareCloudApimicrosoftOutlookOAuth2ApimondayComApislackApi
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About this workflow
Synchronize OKRs (Objectives and Key Results) between Monday.com and Jira to automatically calculate progress variance, update dashboards, and share variance reports via Slack and Outlook. This workflow ensures teams have accurate, real-time visibility into performance metrics…
Source: https://n8n.io/workflows/9831/ — original creator credit. Request a take-down →
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