ClickUp와 GoHighLevel에서 자동으로 Slack, 이메일, Google 클라우드 스토리지로 일일 종료 보고서 생성
고급
이것은자동화 워크플로우로, 29개의 노드를 포함합니다.주로 If, Code, Merge, Slack, ClickUp 등의 노드를 사용하며. ClickUp과 GoHighLevel을 사용하여 AI 주도 일일 종료 보고서 생성
사전 요구사항
- •Slack Bot Token 또는 Webhook URL
- •Google Drive API 인증 정보
- •OpenAI API Key
사용된 노드 (29)
카테고리
-
워크플로우 미리보기
노드 연결 관계를 시각적으로 표시하며, 확대/축소 및 이동을 지원합니다
워크플로우 내보내기
다음 JSON 구성을 복사하여 n8n에 가져오면 이 워크플로우를 사용할 수 있습니다
{
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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": "스티키 노트",
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"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"
},
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{
"id": "379fe532-1b85-4c6d-ae9b-47a925359848",
"name": "스티키 노트1",
"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": "스티키 노트2",
"type": "n8n-nodes-base.stickyNote",
"position": [
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"parameters": {
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"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!"
},
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},
{
"id": "972b5e17-42e1-49b5-9aac-a4d01ada89d4",
"name": "스티키 노트3",
"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": "스티키 노트4",
"type": "n8n-nodes-base.stickyNote",
"position": [
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"parameters": {
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"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": "스티키 노트5",
"type": "n8n-nodes-base.stickyNote",
"position": [
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"parameters": {
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"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
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{
"id": "2fb72697-f98e-484c-8d9f-fac71da8c90e",
"name": "스티키 노트6",
"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
},
{
"id": "a7000d6c-e0ee-40c6-968e-f233b120e33e",
"name": "스티키 노트7",
"type": "n8n-nodes-base.stickyNote",
"position": [
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"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": "스티키 노트8",
"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."
},
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},
{
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"name": "스티키 노트9",
"type": "n8n-nodes-base.stickyNote",
"position": [
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"parameters": {
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"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": "스티키 노트10",
"type": "n8n-nodes-base.stickyNote",
"position": [
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"parameters": {
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"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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{
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"type": "n8n-nodes-base.stickyNote",
"position": [
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"parameters": {
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"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": "일일 종료 보고서 트리거 예약",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
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"parameters": {
"rule": {
"interval": [
{
"field": "cronExpression",
"expression": "0 18 * * 1-5"
}
]
}
},
"typeVersion": 1.1
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{
"id": "745ec334-f971-4a2f-9433-bcd0ae03942a",
"name": "모든 데이터 소스 병합",
"type": "n8n-nodes-base.merge",
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"parameters": {},
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{
"id": "219dad0b-4101-4203-875f-cfbb3124d9b5",
"name": "데이터 변환 및 구조화",
"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": "배포용 보고서 포맷팅",
"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": "Slack로 라우팅",
"type": "n8n-nodes-base.if",
"position": [
-1984,
-304
],
"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": "이메일로 라우팅",
"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 드라이브로 라우팅",
"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 메시지 전송",
"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": "이메일 보고서 전송",
"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 드라이브에 보고서 업로드",
"type": "n8n-nodes-base.googleDrive",
"position": [
-1536,
80
],
"parameters": {
"name": "={{ $('Route to Google Drive').item.json.filename }}",
"driveId": {
"__rl": true,
"mode": "list",
"value": "My Drive",
"cachedResultUrl": "https://drive.google.com/drive/my-drive",
"cachedResultName": "My Drive"
},
"options": {},
"folderId": {
"__rl": true,
"mode": "list",
"value": "root",
"cachedResultName": "/ (Root folder)"
}
},
"typeVersion": 3
},
{
"id": "53b786aa-1dfb-428c-b4d7-902c4d65b82b",
"name": "GHL 성공 기회 조회",
"type": "n8n-nodes-base.highLevel",
"position": [
-3344,
-16
],
"parameters": {
"limit": 100,
"filters": {
"status": "won"
},
"resource": "opportunity",
"operation": "getAll",
"requestOptions": {}
},
"typeVersion": 2
},
{
"id": "37bf0171-f463-42bf-a7bf-3664fef59f3f",
"name": "구조화된 출력 파서",
"type": "@n8n/n8n-nodes-langchain.outputParserStructured",
"position": [
-2416,
128
],
"parameters": {
"jsonSchemaExample": "{\n \"title\": \"\",\n \"briefSummary\": \"\",\n \"wins\": \"\",\n \"keyMetrics\": \"\",\n \"blockers\": \"\",\n \"actionItems\":\"\"\n}\n"
},
"typeVersion": 1.3
},
{
"id": "0471b16d-770a-479e-90a6-44931fa8a62d",
"name": "Azure OpenAI 채팅 모델",
"type": "@n8n/n8n-nodes-langchain.lmChatAzureOpenAi",
"position": [
-2672,
128
],
"parameters": {
"model": "gpt-4o",
"options": {}
},
"typeVersion": 1
},
{
"id": "63437c56-ea42-4b38-a6f9-9fb1d37e1027",
"name": "심플 메모리",
"type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
"position": [
-2544,
128
],
"parameters": {
"sessionKey": "\"eod_report_generator\"",
"sessionIdType": "customKey",
"contextWindowLength": 7
},
"typeVersion": 1.3
},
{
"id": "65dba1ea-9525-48b3-ba77-47eef856b341",
"name": "AI 에이전트: 일일 종료 보고서 생성",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
-2624,
-112
],
"parameters": {
"text": "=You are given the following aggregated End-of-Day data from ClickUp (task management) and GHL (sales pipeline):\n\n{{ JSON.stringify($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": "오늘의 ClickUp 작업 조회",
"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": "파일로 변환",
"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": {
"63437c56-ea42-4b38-a6f9-9fb1d37e1027": {
"ai_memory": [
[
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"type": "ai_memory",
"index": 0
}
]
]
},
"7ad743bb-a433-429c-a894-3dfef643ce2d": {
"main": [
[
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},
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},
"0471b16d-770a-479e-90a6-44931fa8a62d": {
"ai_languageModel": [
[
{
"node": "65dba1ea-9525-48b3-ba77-47eef856b341",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"37bf0171-f463-42bf-a7bf-3664fef59f3f": {
"ai_outputParser": [
[
{
"node": "65dba1ea-9525-48b3-ba77-47eef856b341",
"type": "ai_outputParser",
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]
]
},
"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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},
"46add9d4-fd38-4d52-aeac-22b47796b6d2": {
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[
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]
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},
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[
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}
}
}자주 묻는 질문
이 워크플로우를 어떻게 사용하나요?
위의 JSON 구성 코드를 복사하여 n8n 인스턴스에서 새 워크플로우를 생성하고 "JSON에서 가져오기"를 선택한 후, 구성을 붙여넣고 필요에 따라 인증 설정을 수정하세요.
이 워크플로우는 어떤 시나리오에 적합한가요?
고급
유료인가요?
이 워크플로우는 완전히 무료이며 직접 가져와 사용할 수 있습니다. 다만, 워크플로우에서 사용하는 타사 서비스(예: OpenAI API)는 사용자 직접 비용을 지불해야 할 수 있습니다.
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저자
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.
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