The workflow JSON
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{
"name": "Zero Risk \u2014 QBR Mensual (reporting-agent)",
"_meta": {
"version": "1.0-skeleton",
"purpose": "Monthly cron (1st of every month, 09:00 UTC). For each active client, the reporting-agent aggregates last-30-day metrics across performance_metrics, agent_outcomes, content, campaigns, and pipeline tables, then emits a structured QBR document persisted to client_reports and emailed to the account-manager.",
"owner_agent": "reporting-agent",
"outputs_to": "client_reports table + email via /api/integrations/ghl-email",
"status": "skeleton \u00b7 spec ready \u00b7 NOT yet activated"
},
"nodes": [
{
"parameters": {
"rule": {
"interval": [
{
"field": "cronExpression",
"expression": "0 9 1 * *"
}
]
}
},
"id": "cron-trigger",
"name": "Cron \u00b7 1st of month 09:00 UTC",
"type": "n8n-nodes-base.scheduleTrigger",
"typeVersion": 1.2,
"position": [
240,
300
]
},
{
"parameters": {
"method": "GET",
"url": "={{ $env.NEXT_PUBLIC_SUPABASE_URL }}/rest/v1/clients?status=eq.active&select=id,name,industry",
"sendHeaders": true,
"headerParameters": {
"parameters": [
{
"name": "apikey",
"value": "={{ $env.SUPABASE_SERVICE_ROLE_KEY }}"
},
{
"name": "Authorization",
"value": "=Bearer {{ $env.SUPABASE_SERVICE_ROLE_KEY }}"
}
]
},
"options": {}
},
"id": "fetch-clients",
"name": "Fetch active clients",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
480,
300
]
},
{
"parameters": {
"options": {}
},
"id": "split-clients",
"name": "Split per client",
"type": "n8n-nodes-base.splitInBatches",
"typeVersion": 3,
"position": [
720,
300
]
},
{
"parameters": {
"jsCode": "// Compute window: last calendar month (UTC).\nconst now = new Date();\nconst end = new Date(Date.UTC(now.getUTCFullYear(), now.getUTCMonth(), 1)); // 1st of current month 00:00 UTC\nconst start = new Date(Date.UTC(now.getUTCFullYear(), now.getUTCMonth() - 1, 1));\nreturn [{ json: { ...$input.first().json, window_start: start.toISOString(), window_end: end.toISOString() } }];"
},
"id": "compute-window",
"name": "Compute reporting window",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
960,
300
]
},
{
"parameters": {
"method": "GET",
"url": "={{ $env.ZERO_RISK_API_URL || 'https://zero-risk-platform.vercel.app' }}/api/metrics/fetch?client_id={{ $json.id }}&from={{ $json.window_start }}&to={{ $json.window_end }}",
"sendHeaders": true,
"headerParameters": {
"parameters": [
{
"name": "x-api-key",
"value": "={{ $env.INTERNAL_API_KEY }}"
}
]
},
"options": {}
},
"id": "fetch-metrics",
"name": "Fetch monthly metrics",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
1200,
300
]
},
{
"parameters": {
"method": "POST",
"url": "={{ $env.ZERO_RISK_API_URL || 'https://zero-risk-platform.vercel.app' }}/api/agents/run",
"sendHeaders": true,
"headerParameters": {
"parameters": [
{
"name": "Content-Type",
"value": "application/json"
},
{
"name": "x-api-key",
"value": "={{ $env.INTERNAL_API_KEY }}"
}
]
},
"sendBody": true,
"specifyBody": "json",
"jsonBody": "={\n \"agent\": \"reporting-agent\",\n \"task\": \"Generate the Monthly QBR for client {{ $node['Compute reporting window'].json.name }} (industry {{ $node['Compute reporting window'].json.industry }}). Window: {{ $node['Compute reporting window'].json.window_start }} \u2192 {{ $node['Compute reporting window'].json.window_end }}. Use the metrics payload below to write a 6-section QBR: Executive Summary, KPI Dashboard, Wins, Misses, Optimization Bets for next month, and Strategic Asks for the client. Output strict JSON: { sections: { executive_summary, kpi_dashboard, wins, misses, optimization_bets, strategic_asks }, headline_metric, headline_metric_value }.\\n\\n=== METRICS ===\\n{{ JSON.stringify($json) }}\",\n \"client_id\": \"{{ $node['Compute reporting window'].json.id }}\",\n \"step_name\": \"qbr_monthly\"\n}",
"options": {
"timeout": 240000
}
},
"id": "invoke-reporting-agent",
"name": "Invoke reporting-agent (auto dual-review)",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
1440,
300
]
},
{
"parameters": {
"jsCode": "const raw = $input.first().json.response || '';\nconst m = raw.match(/\\{[\\s\\S]*\\}/);\nif (!m) throw new Error('reporting-agent did not return JSON');\nconst parsed = JSON.parse(m[0]);\nreturn [{ json: { ...parsed, client_id: $node['Compute reporting window'].json.id, period_start: $node['Compute reporting window'].json.window_start, period_end: $node['Compute reporting window'].json.window_end } }];"
},
"id": "parse-qbr",
"name": "Parse QBR JSON",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
1680,
300
]
},
{
"parameters": {
"method": "POST",
"url": "={{ $env.NEXT_PUBLIC_SUPABASE_URL }}/rest/v1/client_reports",
"sendHeaders": true,
"headerParameters": {
"parameters": [
{
"name": "apikey",
"value": "={{ $env.SUPABASE_SERVICE_ROLE_KEY }}"
},
{
"name": "Authorization",
"value": "=Bearer {{ $env.SUPABASE_SERVICE_ROLE_KEY }}"
},
{
"name": "Content-Type",
"value": "application/json"
},
{
"name": "Prefer",
"value": "return=representation"
}
]
},
"sendBody": true,
"specifyBody": "json",
"jsonBody": "={{ JSON.stringify({ client_id: $json.client_id, report_type: 'qbr_monthly', period_start: $json.period_start, period_end: $json.period_end, sections: $json.sections, headline_metric: $json.headline_metric, headline_metric_value: $json.headline_metric_value, generated_by: 'reporting-agent' }) }}",
"options": {}
},
"id": "persist-report",
"name": "Persist QBR to client_reports",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
1920,
300
]
},
{
"parameters": {
"method": "POST",
"url": "={{ $env.ZERO_RISK_API_URL || 'https://zero-risk-platform.vercel.app' }}/api/integrations/ghl-send-email",
"sendHeaders": true,
"headerParameters": {
"parameters": [
{
"name": "Content-Type",
"value": "application/json"
},
{
"name": "x-api-key",
"value": "={{ $env.INTERNAL_API_KEY }}"
}
]
},
"sendBody": true,
"specifyBody": "json",
"jsonBody": "={\n \"to_email\": \"{{ $env.QBR_NOTIFY_EMAIL || 'emilacho@hotmail.com' }}\",\n \"subject\": \"QBR Mensual \u2014 {{ $node['Compute reporting window'].json.name }}\",\n \"html\": \"<h2>QBR ready</h2><p>{{ $json.headline_metric }}: <strong>{{ $json.headline_metric_value }}</strong></p><p><a href=\\\"{{ $env.ZERO_RISK_API_URL || 'https://zero-risk-platform.vercel.app' }}/dashboard/clients/{{ $json.client_id }}/reports/latest\\\">Open full report</a></p>\"\n}",
"options": {}
},
"id": "email-account-manager",
"name": "Email account-manager",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
2160,
300
]
}
],
"connections": {
"Cron \u00b7 1st of month 09:00 UTC": {
"main": [
[
{
"node": "Fetch active clients",
"type": "main",
"index": 0
}
]
]
},
"Fetch active clients": {
"main": [
[
{
"node": "Split per client",
"type": "main",
"index": 0
}
]
]
},
"Split per client": {
"main": [
[
{
"node": "Compute reporting window",
"type": "main",
"index": 0
}
]
]
},
"Compute reporting window": {
"main": [
[
{
"node": "Fetch monthly metrics",
"type": "main",
"index": 0
}
]
]
},
"Fetch monthly metrics": {
"main": [
[
{
"node": "Invoke reporting-agent (auto dual-review)",
"type": "main",
"index": 0
}
]
]
},
"Invoke reporting-agent (auto dual-review)": {
"main": [
[
{
"node": "Parse QBR JSON",
"type": "main",
"index": 0
}
]
]
},
"Parse QBR JSON": {
"main": [
[
{
"node": "Persist QBR to client_reports",
"type": "main",
"index": 0
}
]
]
},
"Persist QBR to client_reports": {
"main": [
[
{
"node": "Email account-manager",
"type": "main",
"index": 0
}
]
]
}
},
"settings": {
"executionOrder": "v1",
"saveManualExecutions": true
},
"tags": [
{
"name": "zero-risk",
"id": "1"
},
{
"name": "reporting-agent",
"id": "14"
},
{
"name": "qbr",
"id": "15"
}
],
"triggerCount": 1,
"versionId": "1"
}
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About this workflow
Zero Risk — QBR Mensual (reporting-agent). Uses httpRequest. Scheduled trigger; 9 nodes.
Source: https://github.com/emilacho/zero-risk-platform/blob/75e58e6362adac254b37150e7fe66c4dde3cb786/n8n-workflows/qbr-monthly.json — original creator credit. Request a take-down →
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