ClickUp and Gmail integration

📝 Description This n8n workflow automates the candidate shortlisting process by integrating Google Sheets, Gmail, ClickUp, and Calendly. It fetches candidate records, filters high-scoring profiles, sends personalized advancement emails, and creates screening tasks for your HR team—all with a single manual trigger. 🚀 What It Does Fetch All Candidate Records Retrieves complete candidate data (names, scores, contact info, summaries) from the ‘Resume store’ Google Sheet (Sheet2). Efficiently loads all rows for batch analysis. Filter High-Score Candidates Applies a threshold filter (default: score > 70) to identify strong-fit candidates. Only qualified profiles advance; threshold is customizable per role. Send Congratulations Email Sends personalized emails to qualified candidates using Gmail. Includes a dynamic Calendly scheduling link for interview booking. Maintains a positive candidate experience with professional messaging. Create Screening Task in ClickUp Automatically generates screening tasks for each qualified candidate in ClickUp. Assigns tasks to a designated team member and organizes them in specified project folders. Ensures accountability and seamless follow-up. 📈 Key Benefits Speed: Instantly advances qualified candidates—no manual sorting. Consistency: Standardized criteria and communications for every role. Organization: Auto-creates ClickUp tasks so nothing slips through. Experience: Timely, professional communication enhances candidate journey. Efficiency: Reduces HR workload and error risk. ⚙️ Customization & Integration Score Threshold: Set to 70 by default; adjust for different roles or seniority. Email Template: Editable subject, body, and CTA (Calendly link). ClickUp Integration: Uses configurable Team, Space, Folder, List, and Assignee IDs. Systems Supported: Google Sheets (data), Gmail (email), ClickUp (tasks), Calendly (scheduling). 🔧 Setup Requirements n8n instance (self-hosted or cloud). Google Sheets access for ‘Resume store’ (Sheet2). Gmail credentials for candidate notifications. ClickUp API token and IDs for task creation. Calendly link for interview scheduling. 👥 Target Audience HR teams, recruiters, staffing agencies. Operations managing high-volume candidate pipelines. Startups/SMBs seeking standardized hiring automation. 🛠️ Maintenance Tips Update email templates seasonally. Review scoring thresholds monthly. Monitor ClickUp task completion rates. Ensure Calendly links remain active. 📋 Step-by-Step Usage Connect Google Sheets, Gmail, and ClickUp credentials in n8n. Import the workflow; configure threshold, email, and ClickUp settings. Edit the email node with your Calendly link and branding. Trigger “Execute workflow” after new candidate scores are added. Review logs and results for successful candidate progression.

Automated Support Prioritization and AI Task Creation This n8n workflow instantly captures support issues submitted via Jotform and efficiently routes them to the appropriate team and logging system based on the severity level defined by the customer. It then uses an AI Agent (Google Gemini) to transform the raw customer data into a clear, concise, and actionable task for the development team. Workflow Overview Ingestion & Logging: A new support ticket is received via Jotform and immediately logged into a Google Sheet as a central record. Priority Assessment & Routing: An If node checks the reported issue Severity. High/Medium Severity: The ticket details are instantly sent to a dedicated Slack channel for immediate team attention. Low Severity: The ticket details are sent via Gmail (acting as an internal email notification) to a support inbox, allowing for less immediate handling. AI Processing: An AI Agent summarizes the raw feedback into a clear, professional task description. Task Creation: The AI-generated task is automatically created in ClickUp for the development team to manage. Requirements To implement and run this automated support workflow, the following accounts and credentials are required: Service Credentials Jotform API Key:* For the Jotform Trigger* to receive real-time form submissions. Google Sheets OAuth2/API Key:** To write data to the designated sheet. Slack OAuth2/API Key:** To post messages to the target Slack channel. Gmail OAuth2/API Key:** To send internal email notifications. Google Gemini API Key:* To power the AI Agent* for task summarization. ClickUp API Key:** To create tasks in the target workspace. Sign up for n8n using: https://n8n.partnerlinks.io/pe6gzwqi3rqw External Configurations Jotform Setup:* A form configured with fields for Name, Email, Issue, Description, and the crucial Severity* field. Sign up for Jotform using: https://www.jotform.com/?partner=zainurrehman ClickUp Setup:* The specific Team, Space, Folder, and List IDs must be configured in the Create a task* node to ensure tickets are created in the correct project board.

How it works This workflow runs on a schedule to monitor HubSpot deals with upcoming contract expiry dates. It filters deals that are 30, 60, or 90 days away from expiration and processes each one individually. Based on the remaining days, it sends personalized email reminders to contacts via Gmail. It also notifies account managers in Slack and creates follow-up tasks in ClickUp for tracking. Step-by-step Schedule and filter expiring deals** Schedule Trigger – Runs the workflow at defined intervals. Get all deals – Fetches deals and contract expiry data from HubSpot. Filter Deals – Calculates days left and keeps only 30, 60, or 90-day expiries. Process deals and fetch contacts** Loop Over Deals – Iterates through each filtered deal. Fetch Associated Contact With Deal – Retrieves linked contact IDs via API. Get Contact Details – Pulls contact email and basic info from HubSpot. Route and send reminder emails** Switch – Routes deals based on days left (30, 60, 90). 30 day mail – Sends urgent renewal reminder via Gmail. 60 day mail – Sends friendly renewal notification email. 90 day mail – Sends early awareness email. Merge – Combines all email paths into a single output. Notify team and create follow-ups** Nofity Account Manager – Sends Slack alert with deal and contact details. Create Follow-up Task – Creates a ClickUp task for renewal tracking. Why use this? Prevent missed renewals with automated tracking and alerts Improve customer retention through timely communication Reduce manual CRM monitoring and follow-ups Keep teams aligned with Slack notifications and task creation Scale contract management without increasing workload

Client Onboarding Automation: Google Forms → GPT-4o → ClickUp & Gmail Who is this for? Consultants, agencies, freelancers, and SaaS teams handling client onboarding who want automated workspaces + AI task lists without manual setup. What problem is this workflow solving? Onboarding chaos wastes hours: Manual folder/task creation per client Inconsistent project scopes and timelines Forgotten welcome emails and links No standardized AI-scoped task lists This workflow auto-creates everything from intake form to production-ready ClickUp boards. What this workflow does: Trigger: Google Forms submission + proposal PDF AI Analysis: GPT-4o extracts scope → generates 20-30 tasks Google Drive: Client folder creation ClickUp: Folder + lists + detailed tasks with assignees/dues Gmail: Personalized welcome with all links Bonus: Audit trail in Sheets for tracking Setup (5 minutes) Google Forms: Intake + PDF upload OpenAI: API key (GPT-4o-mini) ClickUp: API + Team/Space IDs Google Drive: OAuth2 + parent folder Gmail: OAuth2 credentials Fully configurable via env vars—no hardcoded IDs. How to customize Tasks: Adjust AI prompt for your SOP/industry Tools: Swap ClickUp for Asana/Trello Email: Add Calendly/Zoom + branding Scale: Webhook for 100s clients/month ROI: 4-6 hours saved per client 100% consistent onboarding 30% faster project starts Zero manual workspace creation Need help customizing?: Contact me for consulting and support: LinkedIn / Message Keywords: client onboarding, ClickUp automation,

Create Job Folders, Tasks, Alerts, and Onboarding Emails After Stripe Payment with Google Drive, ClickUp, and Slack Categories: Payments, Project Operations, Client Onboarding This workflow creates a complete payment → project kickoff system for service-based businesses. Once a client pays via Stripe, the system automatically provisions project infrastructure, records the order, notifies the team, and sends clear next steps to the client. Built for operational reliability rather than flash, this workflow proves that strong client experiences come from consistent execution, not manual coordination. Benefits Instant Project Kickoff** – Projects are fully set up the moment payment clears Operational Consistency** – Every client starts with the same clean structure Fail‑Loud Safeguards** – Critical errors stop execution and alert the team Reduced Manual Ops** – No copying data across tools after payment Professional Client Experience** – Immediate confirmation and next steps Fully Customizable** – Folder structures and tasks are examples, not constraints How It Works Payment & Validation Listens for successful Stripe payments Verifies required customer and package data Prevents partial setup if data is missing Client & Order Identification Locates the client in your CRM using email Creates an internal order record as a source of truth Project Infrastructure Provisioning Creates a project folder structure in Google Drive (example configuration) Creates a ClickUp project list with default tasks (example configuration) Communication & Handoff Sends a welcome email with onboarding instructions to the client Notifies the internal team in Slack that work can begin Error Handling Critical failures stop execution and surface alerts Non‑critical failures alert the team but allow progress This staged approach keeps the workflow easy to reason about and safe to operate at scale. Required Setup Configuration Core Configuration Update the Workflow Configuration node: intakeFormUrl – Your onboarding or intake form parentFolderId – Google Drive folder where client projects live Required Integrations Stripe Google Drive Google Sheets (CRM + Orders) ClickUp Gmail Slack Once credentials are connected and configuration values are set, the workflow is ready for testing. Project Structure (Example Configuration) The structures below are examples only. They demonstrate how the workflow provisions infrastructure automatically. You can freely rename, remove, or replace folders and tasks to match any service or industry. Google Drive Example folder structure: YYYY-MM — Client Name — Package ├─ 01-Intake ├─ 02-Logo ├─ 03-Brand Kit ├─ 04-Website └─ 05-Final Delivery ClickUp Example default tasks: Brand Questionnaire Review Logo Concepts Brand Kit Website Build All task names, counts, and priorities are customizable. Business Use Cases Agencies delivering repeatable services Productized service businesses Freelancers managing multiple paid engagements Internal teams onboarding clients or stakeholders If work begins after payment, this workflow fits. Business Impact Faster project start times Fewer setup errors Clear ownership between sales and delivery Improved client confidence after payment Reduced operational overhead as volume scales The payment moment becomes a clean handoff instead of an operational bottleneck. Difficulty & Cost Difficulty Level:** Intermediate Estimated Setup Time:** 30–45 minutes Monthly Operating Cost:** ~$0–$10 (API usage dependent) Installation Steps Connect all required credentials Update the Workflow Configuration node Run a test Stripe payment Verify folders, tasks, email, and Slack alerts Activate the workflow Customization & Extensions This workflow is designed to plug cleanly into a larger end‑to‑end sales → delivery automation system. If you are building multiple automations, this template typically sits in the middle of the lifecycle. How It Fits Into a Larger System Common upstream and downstream integrations include: Lead & Opportunity Pipelines** When combined with lead scraping, enrichment, and qualification workflows, this automation acts as the handoff point where a qualified opportunity becomes a paid project. Proposal & Payment Flows** This workflow is commonly triggered after an automated proposal + Stripe checkout flow, ensuring that once payment clears, production begins immediately with no manual coordination. Client Intake & Brief Generation** The welcome email can link directly into automated intake form workflows that convert responses into structured briefs, creative direction, or production instructions. Production & Delivery Pipelines** Project folders and tasks created here can act as triggers for downstream workflows such as approvals, revision tracking, asset delivery, or website launches. Typical Expansion Path For fast ROI, many teams implement these stages in order: Payment → Project Kickoff (this workflow) Intake Form → Structured Brief Production Pipelines (Design / Website / Delivery) Additional layers such as lead scraping, outbound outreach, and nurture engines can be added before this workflow once delivery operations are stable. If you’re curious, I’ve built other templates that cover the steps before and after this one (lead gen, proposals, intake, production, etc.). You can find those on my profile — they’re designed to work together, but each one stands on its own.

This workflow converts raw ClickUp task updates—received directly through a webhook—into fully automated release documentation. It validates incoming payloads, fetches and cleans task details, enriches them with AI-generated metadata, produces structured release notes using GPT-4o, publishes them to Notion, notifies stakeholders on Slack, emails a formatted summary, and logs the release into Google Sheets. The system handles malformed events gracefully by logging invalid payloads and continues only when a valid task_id is present. It extracts structured fields (title, description, links, priority, assignee), then augments them with AI-driven classifications such as risk level, change type, module, and impact score. GPT-4o generates polished release notes following a strict template. Finally, the workflow distributes the release across multiple channels while maintaining an auditable, centralized history. ⚙️ What This Workflow Does (Step-by-Step) 🟢 Webhook — Receive ClickUp Task Update Captures incoming events from ClickUp via POST and forwards the raw body for parsing. 🧹 Code in JavaScript — Extract task_id Parses the raw webhook body and safely extracts task_id. Invalid JSON → forwarded to error logging. 🔍 Validate Incoming ClickUp Task Event Checks if task_id exists. Valid → continue workflow Invalid → log error to Google Sheets 📄 Fetch Full Task Details from ClickUp Retrieves full task metadata: title, description, status, priority, links, assignee details, and due date. 🧩 Extract Clean Task Fields from ClickUp Data Normalizes and structures the task fields into a clean, usable JSON object. 🧠 Provide GPT-4o Model for Metadata Extraction Loads the language model for metadata generation. 🔍 Generate Release Metadata via AI AI generates structured metadata including: • risk_level • change_type • module • impact_score • requires_testing 🧹 Parse AI Metadata JSON Output Parses stringified JSON from the AI node into valid structured JSON. Malformed metadata → returned as an error object. 🔀 Merge Task Details with Metadata Combines clean task fields with AI-generated metadata into a complete release-ready object. 🧠 Provide GPT-4o Model for Release Notes Supplies the language model needed to generate formal release notes. ✍️ Generate Structured Release Notes via AI Produces uniform release notes containing: • Summary • Improvements & Features • Bug Fixes • Impact Analysis • Known Issues 📝 Extract Release Notes Title & Final Output Extracts title from markdown and prepares final content for publishing. 📘 Create Release Notes Page in Notion Saves the release notes as a new page in the Notion Release Notes database. 💬 Post Release Announcement to Slack Sends formatted release notes + Notion link to the specified Slack user/channel. 📧 Send Release Summary Email Sends a structured HTML email with the release summary, full notes, and Notion link. 📊 Append Release Log Entry to Google Sheet Writes a complete release log entry including: • task ID • title • priority • module • risk level • Notion URL • Slack message URL • release date 🛑 Log Invalid ClickUp Events to Google Sheet Stores any invalid or incomplete webhook payload for debugging and auditing. 🧩 Prerequisites • ClickUp API token • Public webhook endpoint in n8n • Azure OpenAI GPT-4o credentials • Notion API integration • Slack API token • Google Sheets OAuth • Gmail OAuth 💡 Key Benefits ✔ Converts ClickUp updates directly into finished release documentation ✔ AI-powered metadata ensures consistent classification ✔ Instant multi-channel dissemination: Slack + Email + Notion ✔ Automatic logging for audit, QA, and release governance ✔ Eliminates manual writing, formatting, and cross-platform updates 👥 Perfect For Product teams running constant sprints Engineering teams needing reliable release documentation Teams using ClickUp as their primary task manager Organizations with multi-channel release communication needs

📘 Description: This workflow automates the entire release note creation and announcement process whenever a task status changes in ClickUp. Using Azure OpenAI GPT-4o, Notion, Slack, Gmail, and Google Sheets, it converts technical task data into clear, structured, and branded release notes — ready for documentation and team broadcast. The flow captures task details, generates Markdown-formatted FAQs, documents them in Notion, formats professional Slack messages, and notifies the task owner via HTML email. Any failed payloads or validation errors are logged automatically to Google Sheets for full traceability. The result is a zero-touch release workflow that saves time, keeps communication consistent, and ensures every completed feature is clearly documented and shared. ⚙️ What This Workflow Does (Step-by-Step) 🟢 ClickUp Task Status Trigger Listens for task status updates (e.g., In Review → Complete) within the specified ClickUp team. Whenever a task reaches a completion state, this node starts the release note workflow automatically. 🔍 Validate ClickUp Payload (IF Node) Checks that the incoming ClickUp webhook contains a valid task_id. ✅ True Path: Proceeds to fetch task details. ❌ False Path: Logs the invalid payload to Google Sheets for review. 📋 Fetch Task Details from ClickUp Retrieves full information about the task using the task_id, including title, description, status, assignee, priority, and custom fields. Provides complete task context for AI processing. 🧩 Parse Task Details in JavaScript Cleans and standardizes task data into JSON format with fields like title, description, priority, owner, due date, and task URL. Also extracts optional links (e.g., GitHub references). Ensures consistent, structured input for the AI model. 🧠 Configure GPT-4o Model (Azure OpenAI) Initializes GPT-4o as the core reasoning engine for FAQ and release-note generation, ensuring context-aware and concise output. 🤖 Generate Release Notes FAQ (AI Agent) Transforms task details into a Markdown-formatted release note under four standardized sections: 1️⃣ What changed 2️⃣ Why 3️⃣ How to use 4️⃣ Known issues Each section is written clearly and briefly for internal and external readers. 📘 Save Release Notes to Notion Creates a new page in the Notion “Release Notes” database. Includes task URL, owner, status, priority, and the full AI-generated FAQ content. Serves as the single source of truth for changelogs and release documentation. 💬 Configure GPT-4o Model (Slack Formatting) Prepares another GPT-4o model instance for formatting Slack-ready announcements in a professional and brand-consistent tone. 🎨 Generate Slack Release Announcement (AI Agent) Converts the Notion release information into a polished Slack message. Adds emojis, bullet points, and a clickable task URL — optimized for quick team consumption. 📢 Announce Release in Slack Posts the AI-formatted message directly to the internal Slack channel, notifying the team of the latest feature release. Keeps everyone aligned without manual drafting or posting. 📨 Send Acknowledgment Email to Assignee (Gmail Node) Sends an automated HTML email to the task owner confirming that their release is live. Includes task name, status, priority, release date, quick links to Notion and ClickUp, and a preview of the AI-generated FAQ. Delivers a professional confirmation while closing the communication loop. 🚨 Log Errors in Google Sheets Captures all payload validation errors, API failures, or processing exceptions into an “Error Log Sheet.” Ensures complete auditability and smooth maintenance of the workflow. 🧩 Prerequisites ClickUp API credentials (for task triggers & data fetch) Azure OpenAI (GPT-4o) credentials Notion API integration (for release documentation) Slack API connection (for announcements) Gmail API access (for acknowledgment emails) Google Sheets API access (for error logging) 💡 Key Benefits ✅ Converts completed tasks into professional release notes automatically ✅ Publishes directly to Notion with consistent documentation ✅ Broadcasts updates to Slack in clean, branded format ✅ Notifies assignees instantly via personalized HTML email ✅ Maintains transparent error tracking in Google Sheets 👥 Perfect For Product & Engineering Teams managing frequent feature releases SaaS companies automating changelog and release documentation Project managers maintaining internal knowledge bases Teams using ClickUp, Notion, Slack, and Gmail for daily operations

Description Automate your team's daily stand-ups with AI-powered morning briefs, directly pulled from ClickUp tasks and shared via Slack and Gmail every morning. ☀️📋💬 What This Template Does Triggers automatically at 9:15 AM each morning via cron. ⏰ Fetches the latest sprint and all active or due-today tasks from ClickUp. Categorizes tasks by status, priority, and assignee for clear visibility. Uses Azure OpenAI GPT-4o to generate a detailed, structured morning summary. Formats the AI summary into a clean HTML email and a Slack post. Sends automated updates to Gmail and Slack channels. Includes real-time error detection and Slack alerts for quick debugging. Key Benefits ✅ Eliminates manual stand-up prep by generating AI-driven daily reports. ✅ Keeps teams aligned with clear task summaries and blocker tracking. ✅ Automatically distributes updates across Slack and Gmail. ✅ Provides HTML-formatted emails and Slack markdown summaries. ✅ Reduces time spent on daily check-ins and sprint reviews. Features Fully automated daily scheduling using cron triggers. Real-time task fetching and categorization from ClickUp. GPT-4-powered summarization for executive-style briefs. Responsive HTML email builder for beautiful reports. Slack integration for quick, shareable updates. Error handling with dedicated Slack notifications. Requirements ClickUp OAuth2 credentials for task access. Azure OpenAI GPT-4o API credentials for summary generation. Slack API credentials for channel posting. Gmail OAuth2 credentials for sending email reports. Target Audience Project managers and team leads needing automated daily briefings 👩‍💼 Development teams using ClickUp for sprint and task tracking 💻 Agencies or operations teams coordinating across tools 🔄 Remote teams seeking quick alignment and productivity boosts 🌍 Step-by-Step Setup Instructions Connect your ClickUp account via OAuth2 and update Team, Space, and Folder IDs. ⚙️ Add Azure OpenAI GPT-4o credentials for AI summary generation. 🤖 Configure Slack OAuth2 credentials and set the target channel ID. 💬 Connect Gmail OAuth2 and define recipient email addresses. 📧 Customize the schedule trigger time (default: 9:15 AM). 🕒 Test the workflow to verify proper data retrieval and message delivery. 🚀

Description This workflow automates the tracking and follow-up process for pending payments. It pulls lead payment data from Google Sheets, checks whether the status is “Open,” and then routes actions accordingly. For open payment cases, it creates a dedicated ClickUp task and sends an email confirmation to stakeholders. For non-open cases, it notifies the team via Slack. This ensures payment verifications are never missed, while keeping all updates transparent and centralized. What This Template Does (Step-by-Step) 📊 Fetch Lead Data from Google Sheets Retrieves lead records including: Lead Name Company Name Payment Verification Status Status (Open/Closed) ⚖️ Check if Status = Open ✅ TRUE (Open): Creates a ClickUp task and sends an email confirmation. ❌ FALSE (Not Open): Sends a Slack notification only. 🗂 Create ClickUp Task for Payment Verification: Adds a task with lead and company details for pending payment follow-up in the specified list. ✉️ Send Email Confirmation: Notifies the assigned watcher (via Gmail) with task details (name, ID, and link). 💬 Send Slack Notification: Alerts the Slack workspace if a lead’s status is not “Open,” providing visibility on non-actionable cases. Prerequisites Google Sheet with lead/payment data ClickUp account & API credentials Gmail API credentials Slack API credentials n8n instance (cloud or self-hosted) Step-by-Step Setup Connect Google Sheets → Fetch payment verification data. Apply Status Filter (If Node) → Route based on “Open” status. Open Status → Create ClickUp Task → Send Email confirmation. Not Open Status → Send Slack notification. Customization Ideas 🎯 Add additional filtering (e.g., only create tasks if payment verification = “Pending”). 📢 Send Slack alerts for all new leads, not just closed ones. 📚 Log completed payment verifications into Airtable or Notion for reporting. 💡 Include payment due dates or invoice numbers in ClickUp task details. Key Benefits ✅ Automates payment follow-up process ✅ Keeps stakeholders informed via email ✅ Provides real-time Slack alerts for non-actionable cases ✅ Centralizes pending payment tasks in ClickUp ✅ Reduces manual monitoring and ensures no pending case is missed Perfect For 👥 Finance teams handling multiple payment verifications 🏢 Companies wanting a transparent and automated payment tracking process 🎯 Teams already using ClickUp for task management 📊 Managers who need visibility into pending vs. closed payment statuses

Description Automatically capture customer onboarding help requests from Typeform, log them in Google Sheets, validate email addresses, and send a professional HTML welcome email via Gmail. Ensures smooth onboarding communication with audit-ready tracking and error handling. 📝📧 What This Template Does Monitors Typeform submissions for new onboarding help requests. 📥 Logs all responses into Google Sheets with structured fields. 📊 Validates email addresses to prevent errors. ✅ Generates professional HTML welcome emails with company branding. 🎨 Sends onboarding emails directly via Gmail. 📧 Handles missing or invalid emails with error logging. ⚠️ Key Benefits Streamlines customer onboarding request handling. ⏱️ Creates a centralized log for analytics and audits. 🧾 Improves customer experience with branded email communication. 💡 Reduces manual effort in follow-up and data entry. 🔄 Ensures reliable handling of incomplete or invalid submissions. 🛡️ Features Typeform trigger for new form submissions. 📝 Automatic Google Sheets logging of customer details. 📈 Conditional email validation before sending. 🔍 Dynamic HTML email generation with customer details. 🎨 Automated Gmail delivery of welcome emails. 📧 Error handling node for missing/invalid email submissions. 🚨 Requirements n8n instance (cloud or self-hosted). Typeform API credentials with webhook permissions. Google Sheets OAuth2 credentials with spreadsheet write access. Gmail OAuth2 credentials with send email permissions. Pre-configured Google Sheet for onboarding request tracking. Target Audience Customer success and onboarding teams. 👩‍💻 SaaS startups managing onboarding inquiries. 🚀 Support teams handling product/service onboarding. 🛠️ SMBs looking for efficient onboarding automation. 🏢 Remote teams needing structured onboarding workflows. 🌐 Step-by-Step Setup Instructions Connect Typeform, Google Sheets, and Gmail credentials in n8n. 🔑 Insert your Typeform form ID in the trigger node. 📝 Replace the Google Sheet ID with your tracking sheet. 📊 Map form fields to spreadsheet columns (ensure headers match). 🔗 Customize email HTML template with branding and company info. 🎨 Update sender email in the Gmail node. 📧 Test the workflow with a sample form submission. ✅

Description Automate Zendesk ticket follow-up management by fetching pending tickets daily, enriching and logging them into Google Sheets, creating ClickUp tasks for team reminders, and sending professional follow-up emails to customers. Keeps your support pipeline clean and ensures no pending tickets fall through the cracks. 🎫📊📧✅ What This Template Does Triggers daily (Mon–Fri at 8 PM) to check Zendesk for pending tickets. ⏰ Filters only "pending" status tickets to reduce noise. 🔍 Formats ticket data with priority, age, and attention flags. 🧠 Logs all tickets into Google Sheets for reporting and analytics. 📊 Creates ClickUp tasks for team follow-up and accountability. 📋 Generates professional HTML follow-up emails grouped by customer. 🎨 Sends emails via Gmail with ticket details and next steps. 📧 Key Benefits Ensures no pending Zendesk tickets are forgotten. ⏱️ Builds a historical log for analytics and audit trails. 🧾 Keeps your support team accountable with ClickUp tasks. ✅ Delivers personalized, branded follow-up emails to customers. 💡 Reduces manual effort in tracking and responding to tickets. 🔄 Features Schedule Trigger – Runs Mon–Fri at 8:00 PM. 🗓️ Zendesk Integration – Fetches pending tickets automatically. 🎫 Smart Data Processing – Cleans descriptions, calculates age, flags urgent tickets. ⚡ Google Sheets Logging – Maintains a structured log with Ticket ID, URL, tags, status, etc. 📈 ClickUp Tasks – Automatically creates tasks per pending ticket. 📋 Email Generation – Groups tickets per customer, builds professional HTML follow-ups. 🎨 Gmail Delivery – Sends personalized follow-ups directly to customers. 📧 Requirements n8n instance (cloud or self-hosted). Zendesk API credentials with read access. Google Sheets OAuth2 credentials with write access. ClickUp API credentials for task creation. Gmail OAuth2 credentials for sending emails. Pre-configured Google Sheet for pending ticket tracking. Target Audience Customer support teams managing Zendesk tickets. 🎧 SaaS companies wanting automated follow-ups. 🚀 CS managers ensuring accountability in ticket handling. 🛠️ SMBs reducing customer wait time with proactive follow-ups. 🏢 Remote support teams needing automated reminders and logs. 🌐 Step-by-Step Setup Instructions Connect Zendesk, Google Sheets, ClickUp, and Gmail credentials in n8n. 🔑 Update the schedule trigger (default: Mon–Fri at 8:00 PM). ⏰ Replace the Google Sheet ID with your pending ticket log sheet. 📊 Configure your ClickUp space/list IDs for task creation. 📋 Update email branding and sender address in the email generator. 🎨 Test with sample tickets to validate Sheets logging, ClickUp tasks, and Gmail delivery. ✅

Description Streamline interview feedback handling with this rejection-focused workflow. It processes raw interview feedback, applies an AI-powered scoring model, checks against a threshold, and automatically sends polite rejection emails while logging tasks in ClickUp—ensuring consistent, hands-free candidate management. What This Template Does 📋 Pulls raw feedback data from Google Sheets 🧠 Uses GPT-4o-mini to structure and score candidate profiles ⚖️ Applies threshold check (average score > 3.1 = pass, else reject) 🔀 Routes candidates via decision branch (pass = no action, fail = rejection) 📩 Sends templated rejection email via Gmail 🗂 Creates ClickUp task for rejection tracking (7-day due date) Prerequisites Google Sheets with interview feedback data n8n instance (self-hosted or cloud) Azure OpenAI (GPT-4o-mini) API key for AI-powered analysis Gmail API credentials (for sending rejection emails) ClickUp API credentials (for rejection task logging) Step-by-Step Setup Connect Google Sheets node to fetch feedback data. Configure LangChain LLM node with GPT-4o-mini to structure and score feedback. Add Code node to apply rejection threshold (> 3.1). Route candidates via If node (TRUE = pass, FALSE = rejection). For failed candidates: Use Code node to prepare structured data. Send rejection email with Gmail node. Log decision with ClickUp task creation node. Customization Ideas Replace templated rejection with AI-personalized feedback. Store candidate profiles in Notion or Airtable for future reference. Send recruiter alerts in Slack/Teams for visibility. Adjust scoring threshold per role or interview stage. Key Benefits ✅ Automates rejection handling with no manual effort ✅ Ensures fair and consistent candidate scoring ✅ Maintains candidate experience with polite communication ✅ Provides recruiters visibility with ClickUp tracking ✅ Simple, lightweight workflow for fast hiring pipelines Perfect For HR teams handling high interview volumes Companies seeking automated rejection handling Startups needing lightweight ATS alternatives Recruiters wanting to save time while staying consistent

Description This workflow automates the candidate rejection process after interviews. It retrieves interview feedback from Google Sheets, uses AI to structure and score candidate data, applies a scoring threshold, and routes underperforming candidates into a rejection path. The system generates compassionate, professional HTML rejection emails and logs the decision in ClickUp—ensuring candidates receive timely communication while HR teams save time. What This Template Does 📋 Fetch Interview Feedback from Google Sheets Pulls structured interview responses from a connected sheet. 🧠 AI-Powered Candidate Profiling GPT-4o-mini structures raw feedback into candidate profiles with scores and notes. ⚖️ Apply Threshold (≥ 3 = Pass, < 3 = Reject) Marks candidates who fail to meet the minimum criteria. 🔀 Route Candidates via If Node Rejects candidates with scores below the threshold. (Accepted path is not implemented in this workflow.) 📩 Generate Rejection Email AI crafts a professional, empathetic HTML email with personalized feedback. 📨 Send Email via Gmail Delivers the rejection email directly to the candidate. 🗂 Create ClickUp Task Logs each rejected candidate into ClickUp for record-keeping and team visibility. Prerequisites Google Sheet with interview feedback data n8n instance (cloud or self-hosted) Azure OpenAI API key with GPT-4o-mini access Gmail API credentials (for sending rejection emails) ClickUp API credentials (for rejection tracking) Step-by-Step Setup Connect Google Sheets → Pull raw candidate interview responses. AI Processing (LLM Chain) → Structure candidate feedback into JSON profiles with scores. Apply Threshold Check (Code Node) → Mark candidates as rejected if their averageScore < 3. Route with If Node → Only the rejection path is configured. Generate Rejection Email (LLM Chain) → Create respectful, personalized HTML email. Format Metadata (Code Node) → Combine email + candidate info. Send Email via Gmail → Notify candidates of rejection. Create ClickUp Task → Record rejection decision for transparency. Customization Ideas 🎯 Adjust the rejection threshold (e.g., < 3.5 instead of < 3). 📢 Add recruiter Slack/Teams notifications when a rejection is processed. 📚 Sync rejection emails and candidate profiles into Notion or Airtable for reporting. 💡 Include AI-suggested “areas for improvement” in rejection emails. Key Benefits ✅ Ensures timely, consistent rejection communication ✅ Saves HR teams hours of manual follow-up ✅ Maintains candidate dignity with professional, empathetic emails ✅ Keeps transparent rejection records in ClickUp ✅ 100% automated and customizable Perfect For 👥 HR teams managing high-volume hiring rejections 🏢 Companies aiming for consistent candidate communication 🎯 Recruiters who want to provide personalized but automated rejection emails 📊 Organizations that need structured rejection records

Who is this for? This workflow is perfect for: Project managers and Agile teams who want to automate project setup and task creation Software development teams looking to standardize their project initialization process Business analysts and product owners who need to quickly convert project ideas into structured task breakdowns Companies using ClickUp for project management who want to leverage AI for intelligent project planning What problem is this workflow solving? Creating comprehensive project structures with detailed tasks and subtasks is time-consuming and often inconsistent. This workflow solves those issues by: Automating project creation** from initial concept to fully structured ClickUp project with tasks and subtasks Standardizing task breakdown** using AI to generate professional Agile user stories with proper descriptions Eliminating manual setup** while ensuring consistency across all projects and teams Improving project planning quality** through AI-driven task analysis and structured output What this workflow does This workflow transforms raw project ideas into complete, professional ClickUp projects with AI-generated task breakdowns and subtasks, following Agile best practices. Step by step: Form Trigger captures project details through a web form (Project Name and Full Features description) Project Naming AI Agent uses OpenAI to clean up project names, create professional descriptions, and generate random Jira-style project keys ClickUp Create List establishes the main project list in your ClickUp workspace Task Generator AI Agent analyzes project features and creates detailed task breakdown following Agile user story format Split Out breaks down the AI-generated task array into individual items for processing Loop Over Items processes each main task individually through batch processing ClickUp Create Task creates each main task with descriptions in the project list Split Out Subtasks extracts subtasks from each main task for individual processing Execute Sub-workflow triggers the subtask creation workflow to build parent-child task relationships Gmail Notification sends success notification email with project link and list ID Sub-workflow Loop handles individual subtask creation in ClickUp with proper parent task relationships How to set up Connect your OpenAI account by adding your API key to the OpenAI Chat Model node for AI-powered project analysis Configure ClickUp credentials by adding your ClickUp API key and updating team ID and space ID for your workspace Set up Gmail OAuth2 credential for sending notification emails Update email recipient in the Gmail node from the placeholder email to your actual email address Configure the Execute Workflow node to reference the correct sub-workflow ID for subtask creation Customize the form fields in the Form Trigger node based on your project input requirements Test the workflow with a sample project to ensure proper task generation and ClickUp integration Verify notifications are being sent correctly with proper project links How to customize this workflow to your needs Modify task generation prompts**: adjust the AI prompts in the Task Generator node to match your specific project methodology or industry requirements Add custom fields**: enhance the form trigger with additional project metadata fields like priority, team assignment, or project type Switch AI models**: replace the OpenAI Chat Model node with other AI providers like Google Gemini, Claude, or local models by using the appropriate n8n AI nodes for different cost and performance requirements Need help customizing? Contact me for consulting and support: 📧 [email protected]

Description Automate your time tracking and task performance reporting with this comprehensive workflow that transforms ClickUp data into actionable insights. This automation pulls tasks directly from ClickUp, processes due dates, priorities, assignees, and time logs, then generates stakeholder-friendly HTML reports with performance metrics and accountability dashboards. Perfect for teams that need daily ClickUp reporting, time tracking, and automated performance insights without manual data compilation. Features 📅 Daily Task Logs - Complete task overview with due date status, sprint points, and time spent 👤 Performance Metrics - Assignee analysis highlighting top performers and improvement areas 📊 Time Analysis - Status breakdown comparing estimated vs. actual hours logged ⚠ Alert System - Overdue and due-today notifications for immediate action 📧 Professional Reports - Polished HTML emails delivered automatically via Gmail 🎯 Accountability Dashboard - Transparent communication for faster decision-making Requirements ClickUp Access: Workspace admin or member permissions Time tracking enabled on relevant tasks Tasks with assignees, due dates, and time estimates configured Technical Setup: n8n instance (v1.0+) ClickUp API token with read permissions for tasks and time tracking Gmail account with app-specific password or OAuth2 Time tracking data populated in ClickUp tasks Setup Instructions ClickUp Configuration: Enable time tracking in your ClickUp workspace and ensure tasks have time estimates and assignees API Access: Generate ClickUp API token from Settings > Apps > API Token and test permissions Gmail Setup: Create app-specific password (enable 2FA first) and configure SMTP credentials in n8n Import Template: Load workflow JSON and update ClickUp workspace/space/list IDs in the configuration nodes Time Zone: Adjust date calculations and reporting periods for your local timezone Recipients: Configure email distribution list in Gmail node for managers and stakeholders Test Execution: Run manual test to verify data retrieval, time log processing, and report delivery Schedule Setup: Configure daily automation (recommended: 9 AM after team check-ins) Perfect for teams that need daily ClickUp reporting, time tracking, and automated performance dashboards — without manual data entry. Keywords: n8n ClickUp automation, time logs, daily task report, ClickUp to Gmail workflow, automated team performance report, sprint analytics automation, due date alerts, assignee productivity tracking

Description Stay on top of missed deadlines with this automated workflow that generates daily HTML reports of overdue tasks from ClickUp. This automation runs daily, fetching all tasks with past due dates, organizing them by assignee, and delivering professional reports to keep teams accountable. Perfect for sales and business development managers who need real-time visibility on overdue ClickUp tasks to drive accountability and timely completion. Features 🚨 Complete Overdue Task List - All tasks with past due dates, status, and sprint points 👤 Assignee Breakdown - Organized by team member for quick follow-ups 🏷 Priority Tagging - Visual urgency assessment with priority indicators 📊 Summary Statistics - Total overdue tasks per user and team-wide metrics 📅 Daily Automation - Ensures no overdue task slips through the cracks 📧 Professional Reports - Polished HTML emails delivered via Gmail Setup Instructions Prerequisites: Ensure you have n8n (v1.0+), ClickUp workspace access, and Gmail account with app-specific password ClickUp API: Generate API token in ClickUp Settings > Apps and add to n8n credentials Gmail Configuration: Set up Gmail credentials using app-specific password (enable 2FA first) Import Workflow: Load the JSON template and update ClickUp workspace/list IDs Configure Recipients: Update email recipient list in the Gmail node Test Run: Execute manually to verify data retrieval and email delivery Schedule: Set daily schedule (recommended: 8 AM on weekdays) The polished HTML report is sent automatically via Gmail, keeping managers, team leads, and stakeholders informed without manual task tracking. Perfect for sales and business development managers who need real-time visibility on overdue ClickUp tasks to drive accountability and timely completion. Keywords: n8n ClickUp automation, overdue task report, overdue assignments, ClickUp to Gmail workflow, missed deadline tracker, sales task monitoring, overdue sprint points report.

Description Automate your weekly task tracking with this n8n workflow that generates professional HTML reports of upcoming assignments and team performance. Fetches tasks from ClickUp, filters by current week, organizes by assignee, and delivers via Gmail. Features: Upcoming assignments with due dates • Urgent/overdue task alerts • Per-assignee breakdown with sprint points • Priority/status badges • Weekly team statistics • Automated Gmail delivery Perfect for project managers and team leads who need weekly visibility without manual reporting. Prerequisites Required: n8n instance (v1.0+) and ClickUp workspace with API access Gmail account with app-specific password ClickUp tasks with assignees, due dates, and priority levels Setup Instructions ClickUp Connection: Create ClickUp credential in n8n using API token from ClickUp Settings > Apps Gmail Setup: Add Gmail credentials with app-specific password (enable 2FA first) Import Workflow: Import JSON and update ClickUp workspace IDs and email recipients Customize: Adjust date filters, priority mapping, and HTML styling as needed Schedule: Test manually, then set recurring schedule (recommended: Monday 9 AM) Perfect for sales teams, project managers, and leads who want full visibility on weekly task pipelines without manual reporting. Keywords: n8n ClickUp automation, weekly task report, performance tracking, upcoming assignments report, ClickUp to Gmail workflow, sprint points tracking, overdue task alerts, sales team productivity monitoring.

Description This automation streamlines client onboarding by instantly processing a submitted form, extracting key details from an uploaded proposal, and using GPT-4 to generate a full onboarding task list. It then sets up the client workspace across Google Drive, ClickUp, and Slack, and sends a personalized welcome email completing in under a minute from submission. Setup Steps Connect your Google Drive, ClickUp, Slack, Gmail, and OpenAI accounts. Customize the form fields and system prompt to match your business. Test the workflow with a sample client submission to confirm all outputs. Estimated Setup Time: \~30–45 minutes for a first-time user familiar with n8n integrations.