ClickUpおよびGoHighLevelから自動のにSlack、メール、Google Driveへ毎日レポートを生成
上級
これは自動化ワークフローで、29個のノードを含みます。主にIf, Code, Merge, Slack, ClickUpなどのノードを使用。 ClickUp、GoHighLevelからAI駆動の終了報告をマルチチャネルへ生成
前提条件
- •Slack Bot Token または Webhook URL
- •Google Drive API認証情報
- •OpenAI API Key
使用ノード (29)
カテゴリー
-
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
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"meta": {
"instanceId": "8443f10082278c46aa5cf3acf8ff0f70061a2c58bce76efac814b16290845177",
"templateCredsSetupCompleted": true
},
"name": "Automate End-of-Day Report Generation from ClickUp and GoHighLevel to Slack, Email, and Google Drive",
"tags": [],
"nodes": [
{
"id": "bd6d56ca-edb5-44a2-a281-0dccc2103891",
"name": "付箋",
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"parameters": {
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"width": 389,
"height": 753,
"content": "## 📊 Automate End-of-Day Report Generation from ClickUp and GoHighLevel to Slack, Email, and Google Drive \n\nThis workflow automatically generates comprehensive End-of-Day (EOD) reports by:\n- Fetching tasks from ClickUp\n- Retrieving opportunities from GoHighLevel (GHL)\n- Merging and transforming data into a unified format\n- Using AI to analyze and generate insightful reports\n- Distributing reports via Slack, Email, and Google Drive\n\n### 🎯 Use Case\nPerfect for teams wanting automated daily summaries of:\n- Task completions and blockers\n- Sales pipeline progress\n- Team performance metrics\n- Action items for tomorrow\n\n### ⏰ Schedule\nRuns Monday-Friday at 6:00 PM (18:00)\n\n### 🔧 Setup Requirements\n1. ClickUp OAuth2 credentials\n2. GoHighLevel OAuth2 credentials\n3. Azure OpenAI API credentials\n4. Slack API credentials\n5. SMTP credentials for email\n6. Google Drive OAuth2 credentials"
},
"typeVersion": 1
},
{
"id": "379fe532-1b85-4c6d-ae9b-47a925359848",
"name": "付箋1",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"width": 318,
"height": 358,
"content": "## ⏰ Step 1: Schedule Trigger\n\n**Cron Expression:** `0 18 * * 1-5`\n- Runs at 6:00 PM (18:00)\n- Monday through Friday only\n- Timezone: Server default\n\n**Setup Instructions:**\n1. Click this node\n2. Adjust time if needed using cron expression\n3. Test manually using \"Execute Node\" button"
},
"typeVersion": 1
},
{
"id": "ea406065-c358-4fcf-a38a-604312920c35",
"name": "付箋2",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"width": 343,
"height": 497,
"content": "## 📋 Step 2: Fetch ClickUp Tasks\n\n**What it does:**\nRetrieves tasks from your ClickUp workspace for the current day.\n\n**Setup Instructions:**\n1. Connect ClickUp OAuth2 credentials\n2. Replace these IDs with your own:\n - Team ID (get from ClickUp workspace URL)\n - Space ID (from space settings)\n - Folder ID (from folder URL)\n - List ID (from list URL)\n\n**Filters Applied:**\n- Due date: Today\n- Includes subtasks\n\n**Security:** Remove hardcoded IDs before sharing!"
},
"typeVersion": 1
},
{
"id": "972b5e17-42e1-49b5-9aac-a4d01ada89d4",
"name": "付箋3",
"type": "n8n-nodes-base.stickyNote",
"position": [
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"parameters": {
"width": 343.2558139534883,
"height": 339.5348837209302,
"content": "## 💼 Step 3: Fetch GHL Opportunities\n\n**What it does:**\nRetrieves won opportunities from GoHighLevel CRM.\n\n**Setup Instructions:**\n1. Connect GoHighLevel OAuth2 credentials\n2. Adjust filters if needed:\n - Current: Only \"won\" opportunities\n - Optional: Add date range filters\n\n**Limit:** 100 opportunities\n\n**Security:** Credentials are stored securely in n8n"
},
"typeVersion": 1
},
{
"id": "1646ef95-15d9-422d-9419-d84a5a9603f1",
"name": "付箋4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-3168,
-528
],
"parameters": {
"width": 303,
"height": 374,
"content": "## 🔀 Step 4: Merge Data Sources\n\n**What it does:**\nCombines ClickUp tasks and GHL opportunities into a single dataset.\n\n**Merge Strategy:**\n- Input 1: ClickUp tasks\n- Input 2: GHL opportunities\n- Mode: Append (combines all items)\n\n**No configuration needed** - just ensure both data sources connect here."
},
"typeVersion": 1
},
{
"id": "37efa8ec-2c49-4dd7-a2bb-11adf09b5ded",
"name": "付箋5",
"type": "n8n-nodes-base.stickyNote",
"position": [
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96
],
"parameters": {
"width": 343.2558139534883,
"height": 400,
"content": "## 🔄 Step 5: Transform & Structure Data\n\n**What it does:**\nTransforms merged data into a unified format for AI analysis.\n\n**Key Transformations:**\n- Maps ClickUp tasks → GHL opportunity format\n- Extracts monetary values from custom fields\n- Normalizes status values\n- Aggregates summary statistics\n\n**Output Structure:**\n- Total items count\n- Opportunities array\n- Summary metrics (by status, source, total value)\n\n**No configuration needed** - transformation logic is built-in."
},
"typeVersion": 1
},
{
"id": "2fb72697-f98e-484c-8d9f-fac71da8c90e",
"name": "付箋6",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"width": 343,
"height": 501,
"content": "## 🤖 Step 6: AI Report Generation\n\n**What it does:**\nUses Azure OpenAI GPT-4o to analyze data and generate structured EOD report.\n\n**Setup Instructions:**\n1. Connect Azure OpenAI credentials\n2. Model: GPT-4o (recommended)\n3. Memory: 7-message window for context\n\n**AI Analysis Includes:**\n- Brief summary\n- Key wins\n- Important metrics\n- Blockers/issues\n- Action items for tomorrow\n\n**Output:** Structured JSON matching defined schema"
},
"typeVersion": 1
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{
"id": "a7000d6c-e0ee-40c6-968e-f233b120e33e",
"name": "付箋7",
"type": "n8n-nodes-base.stickyNote",
"position": [
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48
],
"parameters": {
"width": 343,
"height": 492,
"content": "## 📤 Step 7: Format for Distribution\n\n**What it does:**\nCreates three formatted versions of the report:\n1. **Slack**: Markdown with emojis\n2. **Email**: HTML with styling\n3. **Google Drive**: Plain text file\n\n**Each Output Contains:**\n- Title\n- Summary\n- Wins\n- Key metrics\n- Blockers\n- Action items\n- Timestamp\n\n**No configuration needed** - automatic routing."
},
"typeVersion": 1
},
{
"id": "8d3b5528-a03f-4298-a336-d1cb84324f1e",
"name": "付箋8",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"width": 343,
"height": 413,
"content": "## 🔀 Step 8: Route to Channels\n\n**What it does:**\nThree parallel IF nodes route data to appropriate channels.\n\n**Routing Logic:**\n- `type = \"slack\"` → Slack node\n- `type = \"email\"` → Email node\n- `type = \"google_drive\"` → Google Drive node\n\n**All three routes execute in parallel** for simultaneous delivery.\n\n**No configuration needed** - automatic based on data type."
},
"typeVersion": 1
},
{
"id": "ae1581a1-f411-4a51-a557-875e97535b8c",
"name": "付箋9",
"type": "n8n-nodes-base.stickyNote",
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"parameters": {
"width": 343,
"height": 432,
"content": "## 💬 Step 9A: Send to Slack\n\n**Setup Instructions:**\n1. Connect Slack OAuth2 credentials\n2. **IMPORTANT:** Replace channel ID with your own:\n - Get from: Slack → Right-click channel → Copy link\n - Extract: Last part of URL (e.g., C09GNB90TED)\n3. Select channel from dropdown\n\n**Message Format:**\n- Title with icon\n- Markdown formatting\n- All report sections\n"
},
"typeVersion": 1
},
{
"id": "4614de3e-b2e4-4954-9567-32f5345a7305",
"name": "付箋10",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"width": 343.2558139534883,
"height": 400,
"content": "## 📧 Step 9B: Send Email\n\n**Setup Instructions:**\n1. Connect SMTP credentials (Gmail, Outlook, etc.)\n2. **IMPORTANT:** Replace these placeholders:\n - `fromEmail`: Your company email\n - `toEmail`: Recipient(s) email\n3. Customize subject line if needed\n\n**Email Features:**\n- Professional HTML template\n- Gradient header\n- Color-coded sections\n- Mobile-responsive design\n"
},
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{
"id": "c8166ad6-7729-40c4-a1ac-cc5b8e7d76a9",
"name": "付箋11",
"type": "n8n-nodes-base.stickyNote",
"position": [
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272
],
"parameters": {
"width": 343,
"height": 448,
"content": "## 📁 Step 9C: Upload to Google Drive\n\n**Setup Instructions:**\n1. Connect Google Drive OAuth2 credentials\n2. Select destination folder:\n - Default: Root folder\n - Recommended: Create \"EOD Reports\" folder\n3. Filename format: `EOD_Report_YYYY-MM-DD.txt`\n\n**File Content:**\n- Plain text with ASCII art borders\n- All report sections\n- Timestamp\n\n**Security:** Folder ID is safe to share (no personal data)"
},
"typeVersion": 1
},
{
"id": "8d5f5a2a-c6a7-455c-a570-c4266e64179b",
"name": "日次レポートトリガー",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
-3568,
-112
],
"parameters": {
"rule": {
"interval": [
{
"field": "cronExpression",
"expression": "0 18 * * 1-5"
}
]
}
},
"typeVersion": 1.1
},
{
"id": "745ec334-f971-4a2f-9433-bcd0ae03942a",
"name": "全データソースを統合",
"type": "n8n-nodes-base.merge",
"position": [
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],
"parameters": {},
"typeVersion": 2.1
},
{
"id": "219dad0b-4101-4203-875f-cfbb3124d9b5",
"name": "データの変換と構造化",
"type": "n8n-nodes-base.code",
"position": [
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"parameters": {
"jsCode": "// n8n Code Node - Transform Merged ClickUp + GHL Data & Aggregate\n\nconst transformedItems = [];\n\n// Process each item from the merged input\nfor (const item of $input.all()) {\n const data = item.json;\n \n // Check if this is a ClickUp task (has custom_id, creator, project fields)\n // or a GHL opportunity (has pipelineId, monetaryValue, contactId)\n const isClickUpTask = data.hasOwnProperty('custom_id') && \n data.hasOwnProperty('creator') && \n data.hasOwnProperty('project');\n \n if (isClickUpTask) {\n // Transform ClickUp task to GHL opportunity format\n const transformedItem = {\n // Use ClickUp task ID as the opportunity ID\n id: data.id,\n \n // Use task name as opportunity name\n name: data.name,\n \n // Set default monetary value (you can extract from custom fields if available)\n monetaryValue: extractMonetaryValue(data.custom_fields),\n \n // Map ClickUp project to pipeline ID\n pipelineId: data.project?.id || \"YOUR_PIPELINE_ID\",\n \n // Map ClickUp status to pipeline stage\n pipelineStageId: data.status?.id || null,\n pipelineStageUId: data.status?.id || null,\n \n // Map first assignee ID\n assignedTo: data.assignees?.[0]?.id?.toString() || null,\n \n // Map ClickUp status type to GHL status\n status: mapClickUpStatusToGHL(data.status?.type),\n \n // Source information\n source: \"ClickUp\",\n \n // Timestamps - convert from milliseconds to ISO string\n lastStatusChangeAt: data.date_updated ? new Date(parseInt(data.date_updated)).toISOString() : null,\n lastStageChangeAt: data.date_updated ? new Date(parseInt(data.date_updated)).toISOString() : null,\n createdAt: data.date_created ? new Date(parseInt(data.date_created)).toISOString() : null,\n updatedAt: data.date_updated ? new Date(parseInt(data.date_updated)).toISOString() : null,\n \n // Index version\n indexVersion: 1,\n \n // Use first assignee as contact ID\n contactId: data.assignees?.[0]?.id?.toString() || null,\n \n // Location from team ID\n locationId: data.team_id || \"YOUR_LOCATION_ID\",\n \n // Custom fields\n customFields: data.custom_fields || [],\n \n // Lost reason\n lostReasonId: null,\n \n // Followers from watchers\n followers: data.watchers?.map(w => w.id.toString()) || [],\n \n // Relations - create from assignees\n relations: data.assignees?.map((assignee, index) => ({\n associationId: \"OPPORTUNITIES_CONTACTS_ASSOCIATION\",\n relationId: data.id,\n primary: index === 0,\n objectKey: \"contact\",\n recordId: assignee.id.toString(),\n fullName: assignee.username,\n contactName: assignee.username,\n companyName: data.project?.name || null,\n email: assignee.email,\n phone: null,\n tags: data.tags?.map(t => t.name) || [],\n attributed: null\n })) || [],\n \n // Primary contact from first assignee\n contact: data.assignees?.[0] ? {\n id: data.assignees[0].id.toString(),\n name: data.assignees[0].username,\n companyName: data.project?.name || null,\n email: data.assignees[0].email,\n phone: null,\n tags: data.tags?.map(t => t.name) || [],\n score: []\n } : null,\n \n // Sort fields\n sort: [\n parseInt(data.date_created),\n data.assignees?.[0]?.id?.toString() || \"\"\n ],\n \n // Attributions\n attributions: [{\n utmSessionSource: \"ClickUp\",\n isFirst: true,\n medium: \"integration\"\n }]\n };\n \n transformedItems.push(transformedItem);\n \n } else {\n // This is already a GHL opportunity - pass it through as-is\n transformedItems.push(data);\n }\n}\n\n// Helper function to map ClickUp status types to GHL status\nfunction mapClickUpStatusToGHL(statusType) {\n if (!statusType) return 'open';\n \n const statusMap = {\n 'closed': 'won',\n 'complete': 'won',\n 'done': 'won',\n 'open': 'open',\n 'in progress': 'open',\n 'to do': 'open',\n 'cancelled': 'abandoned',\n 'blocked': 'abandoned',\n 'lost': 'lost'\n };\n \n return statusMap[statusType.toLowerCase()] || 'open';\n}\n\n// Helper function to extract monetary value from custom fields\nfunction extractMonetaryValue(customFields) {\n if (!customFields || customFields.length === 0) return 0;\n \n // Look for common field names that might contain monetary value\n const moneyField = customFields.find(f => \n f.name && (\n f.name.toLowerCase().includes('value') ||\n f.name.toLowerCase().includes('amount') ||\n f.name.toLowerCase().includes('price') ||\n f.name.toLowerCase().includes('deal')\n )\n );\n \n return moneyField?.value || 0;\n}\n\n// AGGREGATION: Combine all transformed items into a single output\n// This ensures the AI Agent receives ONE item with all data\nconst aggregatedOutput = {\n totalItems: transformedItems.length,\n timestamp: new Date().toISOString(),\n opportunities: transformedItems,\n summary: {\n totalOpportunities: transformedItems.length,\n byStatus: {},\n totalMonetaryValue: 0,\n bySource: {}\n }\n};\n\n// Calculate summary statistics\ntransformedItems.forEach(item => {\n // Count by status\n aggregatedOutput.summary.byStatus[item.status] = \n (aggregatedOutput.summary.byStatus[item.status] || 0) + 1;\n \n // Sum monetary values\n aggregatedOutput.summary.totalMonetaryValue += item.monetaryValue || 0;\n \n // Count by source\n const source = item.source || 'GHL';\n aggregatedOutput.summary.bySource[source] = \n (aggregatedOutput.summary.bySource[source] || 0) + 1;\n});\n\n// Return single aggregated item for AI Agent\nreturn [{ json: aggregatedOutput }];"
},
"typeVersion": 2
},
{
"id": "1d93fe28-b9f0-4ff1-a169-542dae1f1783",
"name": "配信用レポートのフォーマット",
"type": "n8n-nodes-base.code",
"position": [
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],
"parameters": {
"jsCode": "// Extract the output data from your input format\nconst inputData = $input.first().json;\nconst output = inputData.output;\n\n// Create routing objects based on your end-of-day report structure\nconst slackReport = {\n type: 'slack',\n title: output.title,\n summary: output.briefSummary,\n wins: output.wins,\n keyMetrics: output.keyMetrics,\n blockers: output.blockers,\n actionItems: output.actionItems,\n timestamp: new Date().toISOString(),\n icon: '📊'\n};\n\nconst emailReport = {\n type: 'email',\n subject: output.title,\n body: {\n title: output.title,\n briefSummary: output.briefSummary,\n wins: output.wins,\n keyMetrics: output.keyMetrics,\n blockers: output.blockers,\n actionItems: output.actionItems\n },\n timestamp: new Date().toISOString()\n};\n\nconst googleDriveReport = {\n type: 'google_drive',\n filename: `EOD_Report_${new Date().toISOString().split('T')[0]}.txt`,\n content: `\n═══════════════════════════════════════════════════════════════════\n${output.title}\n═══════════════════════════════════════════════════════════════════\n\n📋 BRIEF SUMMARY\n─────────────────────────────────────────────────────────────────\n${output.briefSummary}\n\n✅ WINS\n─────────────────────────────────────────────────────────────────\n${output.wins}\n\n📊 KEY METRICS\n─────────────────────────────────────────────────────────────────\n${output.keyMetrics}\n\n⚠️ BLOCKERS\n─────────────────────────────────────────────────────────────────\n${output.blockers}\n\n🎯 ACTION ITEMS\n─────────────────────────────────────────────────────────────────\n${output.actionItems}\n\nGenerated: ${new Date().toISOString()}\n═══════════════════════════════════════════════════════════════════\n `,\n timestamp: new Date().toISOString(),\n mimeType: 'text/plain'\n};\n\n// Return all three routing objects\nreturn [\n { json: slackReport },\n { json: emailReport },\n { json: googleDriveReport }\n];"
},
"typeVersion": 2
},
{
"id": "77d78b5e-49f6-4779-8828-344332a262ee",
"name": "Slack へルーティング",
"type": "n8n-nodes-base.if",
"position": [
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],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 1,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "334e8803-cf37-4a69-9a74-dc77d4541f8c",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.type }}",
"rightValue": "slack"
}
]
}
},
"typeVersion": 2
},
{
"id": "7ad743bb-a433-429c-a894-3dfef643ce2d",
"name": "Emailへルーティング",
"type": "n8n-nodes-base.if",
"position": [
-1984,
-112
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 1,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "8b96c805-abe1-4588-a043-53c4ffeee9f3",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.type }}",
"rightValue": "email"
}
]
}
},
"typeVersion": 2
},
{
"id": "736cd539-135a-40e9-92a3-f2cc1d17e7e8",
"name": "Google ドライブへルーティング",
"type": "n8n-nodes-base.if",
"position": [
-1984,
96
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 1,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "a78ce4a7-5624-4f2b-9606-3eb64119a671",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.type }}",
"rightValue": "google_drive"
}
]
}
},
"typeVersion": 2
},
{
"id": "9275db81-48b1-493b-8bf9-e581e814a33f",
"name": "Slack メッセージ送信",
"type": "n8n-nodes-base.slack",
"position": [
-1760,
-320
],
"webhookId": "8be74d53-9687-40f1-a84b-09a85a145aac",
"parameters": {
"text": "=*Title:*\n{{ $json.title }} \n\n*Summary:*\n{{ $json.summary }} \n\n*Wins:*\n{{ $json.wins }} \n\n*Key Metrics:*\n{{ $json.keyMetrics }} \n\n*Blockers:*\n{{ $json.blockers }} \n\n*ActionItems:*\n{{ $json.actionItems }}\n\n",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "list",
"value": "YOUR_CHANNEL_ID",
"cachedResultName": "Select your channel"
},
"otherOptions": {
"includeLinkToWorkflow": false
}
},
"credentials": {
"slackApi": {
"id": "rNqvWj9TfChPVRYY",
"name": "Slack account vivek"
}
},
"typeVersion": 2.1
},
{
"id": "447a40d6-4f69-4b6c-a239-62c595941a56",
"name": "Emailレポート送信",
"type": "n8n-nodes-base.emailSend",
"position": [
-1760,
-128
],
"webhookId": "8f1199fc-1c63-4d9f-b5af-c632cf55e1e0",
"parameters": {
"html": "=<!DOCTYPE html>\n<html>\n<head>\n <meta charset=\"UTF-8\">\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\">\n <style>\n body {\n font-family: 'Segoe UI', Tahoma, Geneva, Verdana, sans-serif;\n line-height: 1.6;\n color: #333;\n background-color: #f4f4f4;\n margin: 0;\n padding: 0;\n }\n .container {\n max-width: 700px;\n margin: 0 auto;\n background-color: #ffffff;\n padding: 0;\n }\n .header {\n background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);\n color: white;\n padding: 30px;\n text-align: center;\n }\n .header h1 {\n margin: 0;\n font-size: 28px;\n font-weight: 600;\n }\n .header p {\n margin: 8px 0 0 0;\n font-size: 14px;\n opacity: 0.9;\n }\n .content {\n padding: 30px;\n }\n .section {\n margin-bottom: 25px;\n }\n .section-title {\n font-size: 16px;\n font-weight: 700;\n color: #667eea;\n margin: 0 0 15px 0;\n padding-bottom: 10px;\n border-bottom: 2px solid #f0f0f0;\n display: flex;\n align-items: center;\n gap: 8px;\n }\n .icon {\n font-size: 18px;\n }\n .summary-text {\n background-color: #f9f9f9;\n padding: 15px;\n border-left: 4px solid #667eea;\n border-radius: 4px;\n font-size: 14px;\n line-height: 1.7;\n }\n .wins-box {\n background-color: #f0fdf4;\n padding: 15px;\n border-left: 4px solid #10b981;\n border-radius: 4px;\n font-size: 14px;\n line-height: 1.7;\n }\n .blockers-box {\n background-color: #fef3c7;\n padding: 15px;\n border-left: 4px solid #f59e0b;\n border-radius: 4px;\n font-size: 14px;\n line-height: 1.7;\n }\n .metrics-text {\n background-color: #f9f9f9;\n padding: 15px;\n border-left: 4px solid #667eea;\n border-radius: 4px;\n font-size: 14px;\n line-height: 1.7;\n }\n .action-items {\n background-color: #f9f9f9;\n padding: 15px;\n border-left: 4px solid #667eea;\n border-radius: 4px;\n font-size: 14px;\n white-space: pre-wrap;\n word-wrap: break-word;\n }\n .footer {\n background-color: #f9f9f9;\n padding: 20px;\n text-align: center;\n font-size: 12px;\n color: #999;\n border-top: 1px solid #e0e0e0;\n }\n .footer p {\n margin: 5px 0;\n }\n </style>\n</head>\n<body>\n <div class=\"container\">\n <div class=\"header\">\n <h1>📊 {{ $json.body.title }}</h1>\n <p>Generated on {{ $json.timestamp }}</p>\n </div>\n <div class=\"content\">\n <div class=\"section\">\n <div class=\"section-title\">\n <span class=\"icon\">📋</span>\n Brief Summary\n </div>\n <div class=\"summary-text\">\n {{ $json.body.briefSummary }}\n </div>\n </div>\n <div class=\"section\">\n <div class=\"section-title\">\n <span class=\"icon\">✅</span>\n Wins\n </div>\n <div class=\"wins-box\">\n {{ $json.body.wins }}\n </div>\n </div>\n <div class=\"section\">\n <div class=\"section-title\">\n <span class=\"icon\">📊</span>\n Key Metrics\n </div>\n <div class=\"metrics-text\">\n {{ $json.body.keyMetrics }}\n </div>\n </div>\n <div class=\"section\">\n <div class=\"section-title\">\n <span class=\"icon\">⚠️</span>\n Blockers\n </div>\n <div class=\"blockers-box\">\n {{ $json.body.blockers }}\n </div>\n </div>\n <div class=\"section\">\n <div class=\"section-title\">\n <span class=\"icon\">🎯</span>\n Action Items\n </div>\n <div class=\"action-items\">\n {{ $json.body.actionItems }}\n </div>\n </div>\n </div>\n <div class=\"footer\">\n <p><strong>End-of-Day Summary Report</strong></p>\n <p>This is an automated report generated by N8N Workflow</p>\n <p>Do not reply to this email</p>\n </div>\n </div>\n</body>\n</html>",
"options": {},
"subject": "={{ $json.subject }}",
"toEmail": "team@yourcompany.com",
"fromEmail": "noreply@yourcompany.com"
},
"credentials": {
"smtp": {
"id": "gJdU446NGTfpXScn",
"name": "SMTP account 2"
}
},
"typeVersion": 2.1
},
{
"id": "a2dcf9df-2d0c-4aa3-ab95-315b3ba5a617",
"name": "Google ドライブへレポートをアップロード",
"type": "n8n-nodes-base.googleDrive",
"position": [
-1536,
80
],
"parameters": {
"name": "={{ $('Route to Google Drive').item.json.filename }}",
"driveId": {
"__rl": true,
"mode": "list",
"value": "My Drive",
"cachedResultUrl": "https://drive.google.com/drive/my-drive",
"cachedResultName": "My Drive"
},
"options": {},
"folderId": {
"__rl": true,
"mode": "list",
"value": "root",
"cachedResultName": "/ (Root folder)"
}
},
"typeVersion": 3
},
{
"id": "53b786aa-1dfb-428c-b4d7-902c4d65b82b",
"name": "GHL獲得案件を取得",
"type": "n8n-nodes-base.highLevel",
"position": [
-3344,
-16
],
"parameters": {
"limit": 100,
"filters": {
"status": "won"
},
"resource": "opportunity",
"operation": "getAll",
"requestOptions": {}
},
"typeVersion": 2
},
{
"id": "37bf0171-f463-42bf-a7bf-3664fef59f3f",
"name": "構造化出力パーサー",
"type": "@n8n/n8n-nodes-langchain.outputParserStructured",
"position": [
-2416,
128
],
"parameters": {
"jsonSchemaExample": "{\n \"title\": \"\",\n \"briefSummary\": \"\",\n \"wins\": \"\",\n \"keyMetrics\": \"\",\n \"blockers\": \"\",\n \"actionItems\":\"\"\n}\n"
},
"typeVersion": 1.3
},
{
"id": "0471b16d-770a-479e-90a6-44931fa8a62d",
"name": "Azure OpenAI チャットモデル",
"type": "@n8n/n8n-nodes-langchain.lmChatAzureOpenAi",
"position": [
-2672,
128
],
"parameters": {
"model": "gpt-4o",
"options": {}
},
"typeVersion": 1
},
{
"id": "63437c56-ea42-4b38-a6f9-9fb1d37e1027",
"name": "シンプルメモリ",
"type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
"position": [
-2544,
128
],
"parameters": {
"sessionKey": "\"eod_report_generator\"",
"sessionIdType": "customKey",
"contextWindowLength": 7
},
"typeVersion": 1.3
},
{
"id": "65dba1ea-9525-48b3-ba77-47eef856b341",
"name": "AIエージェント: 日次レポート生成",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
-2624,
-112
],
"parameters": {
"text": "=You are given the following aggregated End-of-Day data from ClickUp (task management) and GHL (sales pipeline):\n\n{{ JSON.stringify($json.opportunities || $json, null, 2) }}\n\nPlease analyze this data and generate a structured End-of-Day (EOD) summary report.\n\n**Analysis Guidelines:**\n\n**For ClickUp Tasks:**\n- Count tasks by status (complete, in progress, blocked, etc.)\n- Calculate total time spent across all tasks\n- Identify completed tasks as wins\n- Flag blocked or delayed tasks as blockers\n- Note team members with completed work\n\n**For GHL Opportunities:**\n- Count opportunities by status (won, open, lost, abandoned)\n- Sum total monetary value of won deals\n- Identify new opportunities created today\n- Note high-value deals in progress\n- Track conversion rates if applicable\n",
"options": {
"systemMessage": "=You are an expert executive assistant AI specialized in creating comprehensive End-of-Day (EOD) summary reports.\n\nYour task is to analyze aggregated data from two systems:\n1. **ClickUp Tasks**: Project management tasks with status, assignees, time tracking, and completion details\n2. **GHL Opportunities**: Sales pipeline data with deals, monetary values, stages, and contact information\n\n**Your responsibilities:**\n- Analyze the combined data from both systems\n- Extract key metrics, wins, blockers, and action items\n- Identify patterns and trends across tasks and opportunities\n- Highlight team member contributions and achievements\n- Flag any issues or blockers that need attention\n- Provide actionable next steps\n\n**Output Requirements:**\n- Structure your response as valid JSON matching the provided schema\n- Be concise, professional, and actionable\n- Use specific numbers and metrics from the data\n- Focus on insights, not just data repetition\n- Ensure all arrays contain strings, not objects\n- Keep each item brief (1-2 sentences maximum)\n\n**Data Structure:**\n- ClickUp tasks will have fields like: id, name, status, assignees, time_spent, date_created, date_updated, project\n- GHL opportunities will have fields like: id, name, monetaryValue, status, pipelineStageId, contact, source\n\nGenerate a comprehensive but concise EOD report based on this combined dataset."
},
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 2.1
},
{
"id": "46add9d4-fd38-4d52-aeac-22b47796b6d2",
"name": "本日のClickUpタスクを取得",
"type": "n8n-nodes-base.clickUp",
"position": [
-3344,
-208
],
"parameters": {
"list": "YOUR_LIST_ID",
"team": "YOUR_TEAM_ID",
"space": "YOUR_SPACE_ID",
"folder": "YOUR_FOLDER_ID",
"filters": {
"subtasks": true,
"dueDateGt": "={{ $today.minus({ days: 1 }).toFormat('yyyy-MM-dd') }}",
"dueDateLt": "={{ $today.toFormat('yyyy-MM-dd') }}"
},
"operation": "getAll",
"authentication": "oAuth2"
},
"typeVersion": 1
},
{
"id": "4d12ff96-2f31-4984-8762-8b54519843ac",
"name": "ファイルに変換",
"type": "n8n-nodes-base.convertToFile",
"position": [
-1760,
80
],
"parameters": {
"options": {},
"operation": "toJson"
},
"typeVersion": 1.1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "2635cb23-0e0e-4ee1-885e-5ff809150414",
"connections": {
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"ai_memory": [
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},
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"main": [
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},
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},
"0471b16d-770a-479e-90a6-44931fa8a62d": {
"ai_languageModel": [
[
{
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"type": "ai_languageModel",
"index": 0
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]
]
},
"37bf0171-f463-42bf-a7bf-3664fef59f3f": {
"ai_outputParser": [
[
{
"node": "65dba1ea-9525-48b3-ba77-47eef856b341",
"type": "ai_outputParser",
"index": 0
}
]
]
},
"53b786aa-1dfb-428c-b4d7-902c4d65b82b": {
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[
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},
"8d5f5a2a-c6a7-455c-a570-c4266e64179b": {
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{
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"type": "main",
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}
}
}よくある質問
このワークフローの使い方は？
上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。
このワークフローはどんな場面に適していますか？
上級
有料ですか？
このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス（OpenAI APIなど）は別途料金が発生する場合があります。
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ワークフロー情報
難易度
上級
ノード数29
カテゴリー-
ノードタイプ15
作成者
Rahul Joshi
@rahul08Rahul Joshi is a seasoned technology leader specializing in the n8n automation tool and AI-driven workflow automation. With deep expertise in building open-source workflow automation and self-hosted automation platforms, he helps organizations eliminate manual processes through intelligent n8n ai agent automation solutions.
外部リンク
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