Automated Daily Executive Briefing via n8n: Monday & GHL

Get your Monday + GHL executive update automatically—every day at 8:00 AM

This n8n workflow generates an automated daily executive briefing by pulling performance metrics from Monday.com, lead/pipeline data from GoHighLevel, and proposal stats from PandaDoc. It then uses Google Gemini to write a concise, three-paragraph summary with red/yellow/green status and a single priority action—delivered to Slack, Microsoft Outlook (email via Graph), and a Monday.com dashboard.

What this workflow does

• Runs daily at 8:00 AM using a schedule trigger.
• Loads configuration values including Monday board/column IDs, thresholds, company name, Slack channel ID, and the email recipient.
• Fetches the latest 100 tasks from Monday.com, 100 contacts from GoHighLevel, and 100 documents from PandaDoc via their APIs.
• Aggregates the data to calculate: task completion + overdue counts, lead totals and hot/warm/new lead counts, estimated pipeline value from budget fields, proposal status totals, and anomaly flags.
• Feeds metrics into Google Gemini to produce a three-paragraph executive summary with a single priority action.
• Formats the briefing into a Slack message, an HTML email, and a Monday.com item payload.
• Posts to Slack, sends via Microsoft Graph (Outlook email), and creates a dashboard item in Monday.com.

Use cases

• Operations or SaaS leaders who want a daily executive update without manual reporting.
• Teams tracking task health, lead flow, and proposal status across Monday.com, GoHighLevel, and PandaDoc.
• Automation engineers setting up a reliable multi-system performance briefing in n8n.

Technical details

• n8n Schedule trigger (daily 8:00 AM)
• HTTP Request nodes with auth for Monday.com (Authorization token), GoHighLevel/LeadConnector (Bearer token), and PandaDoc (API key)
• Google Gemini (PaLM) integration for executive summary generation
• Slack node for messaging, Microsoft Graph for Outlook email delivery
• Monday.com item creation for the dashboard board
• Nodes/stack: set, code, sticky note, n8n-nodes-langchainagent