Sync KPI metrics from ClickUp and Google Sheets to Slack and Gmail
Description Automate daily KPI tracking and reporting by integrating ClickUp tasks and Google Sheets lead data into a unified dashboard. This workflow computes performance metrics, analyzes sentiment, and delivers visualized reports to Slack and Gmail for instant team insights. ππ¬π§ What This Template Does - Triggers automatically every day using a cron scheduler. β° - Fetches project task data from ClickUp, including status, priority, and assignee metrics. - Retrieves lead generation data and res
At a glance
Sync KPI metrics from ClickUp and Google Sheets to Slack and Gmail is a ready-made n8n workflow you import as a workflow JSON file β no build required. It connects Gmail, Slack, Google Sheets, ClickUp. It's free to download. Follow the 5-step import below to go live in minutes.
- Platform
- n8n
- Connects
- Gmail, Slack, Google Sheets, ClickUp
- Modules
- 10
- Price
- Free
- Version
- v1.0

About this workflow
Description Automate daily KPI tracking and reporting by integrating ClickUp tasks and Google Sheets lead data into a unified dashboard. This workflow computes performance metrics, analyzes sentiment, and delivers visualized reports to Slack and Gmail for instant team insights. ππ¬π§ What This Template Does - Triggers automatically every day using a cron scheduler. β° - Fetches project task data from ClickUp, including status, priority, and assignee metrics. - Retrieves lead generation data and responses from Google Sheets. - Merges both data sources to create a unified performance dataset. - Computes detailed KPI metrics (task completion, overdue %, sentiment analysis, response trends). - Formats data for reporting and visualization. - Posts a concise KPI summary snapshot to a designated Slack channel. - Sends a professionally formatted HTML report via Gmail. - Notifies your Slack channel instantly in case of any workflow errors. Key Benefits β Eliminates manual KPI tracking and reporting. β Combines ClickUp and Google Sheets data into one view. β Provides real-time insights for decision-making. β Automates daily updates for consistent visibility. β Delivers both quick Slack summaries and detailed email reports. β Built-in error alerting ensures uninterrupted automation. Features - Scheduled daily cron trigger for automated execution. - OAuth2-secured integrations with ClickUp, Google Sheets, Slack, and Gmail. - Parallel data fetching for faster performance. - Smart KPI calculations with sentiment and trend analysis. - Custom HTML email template with visual charts and highlights. - Slack snapshot notifications for instant updates. - Error-handling mechanism with Slack alerts. Requirements - ClickUp account with OAuth2 credentials. - Google Sheets access with OAuth2 credentials. - Slack API credentials with chat:write permission. - Gmail OAuth2 credentials for report delivery. Target Audience - Project managers tracking performance KPIs. - Operations teams needing daily performance visibility. - Marketing and sales teams monitoring task and lead metrics. - Automation and analytics engineers building executive dashboards. Step-by-Step Setup Instructions - Connect your ClickUp, Google Sheets, Slack, and Gmail accounts. π - Replace placeholder IDs (Sheet ID, Channel ID, Email) with your actual values. - Adjust the cron trigger time as per your timezone. - Test with sample data to confirm correct KPI calculations. - Enable workflow to start daily automated execution. π
How to import this n8n workflow
- 1
Download the workflow JSON file after purchase.
- 2
Open n8n β click the menu β Import from File.
- 3
Select the downloaded JSON and import.
- 4
Set up credentials for each node that requires them.
- 5
Click Execute Workflow to test, then activate.
Setup guide
Setup guide included
Purchase to unlock the full step-by-step guide
Related N8n workflows
Send a Slack message from a new Salesforce event
Send a Slack message when a Microsoft To Do task due date is added
Add new rows to a Google Sheets spreadsheet from Interact quiz submissions
Sync Facebook Ad Insights to Google Sheets & Slack
Generate AI YouTube shorts with Flux, Runway, Eleven Labs and Creatomate
Convert images to 3D models with Fal AI Trellis and store in Google Drive
Learn n8n interactively, lesson 1: data flow, execution & debugging
Automate research paper collection with Bright Data & n8n
Reviews
No reviews yet
Be the first to buy and share your experience.
Leave a review
Sign in to share your experience with this workflow.
Create a free account to purchase workflows.
- JSON blueprint β instant download
- Setup guide PDF included
- 5 downloads Β· valid 30 days
- Works with n8n
Need help setting this up?
Book a 3-hour live setup session with an Agility consultant.
- Configure live on Google Meet / Zoom
- Free follow-up if workflow has defects
- Platform expert assigned to you