{"product_id":"automated-daily-executive-briefing-via-n8n-monday-ghl","title":"Automated Daily Executive Briefing via n8n: Monday \u0026 GHL","description":"\u003ch3\u003eGet your Monday + GHL executive update automatically—every day at 8:00 AM\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow generates an automated daily executive briefing by pulling performance metrics from \u003cstrong\u003eMonday.com\u003c\/strong\u003e, lead\/pipeline data from \u003cstrong\u003eGoHighLevel\u003c\/strong\u003e, and proposal stats from \u003cstrong\u003ePandaDoc\u003c\/strong\u003e. It then uses \u003cstrong\u003eGoogle Gemini\u003c\/strong\u003e to write a concise, three-paragraph summary with red\/yellow\/green status and a single priority action—delivered to \u003cstrong\u003eSlack\u003c\/strong\u003e, \u003cstrong\u003eMicrosoft Outlook (email via Graph)\u003c\/strong\u003e, and a \u003cstrong\u003eMonday.com dashboard\u003c\/strong\u003e.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eRuns daily at 8:00 AM\u003c\/strong\u003e using a schedule trigger.\u003c\/li\u003e\n  \u003cli\u003eLoads configuration values including \u003cstrong\u003eMonday board\/column IDs\u003c\/strong\u003e, thresholds, company name, \u003cstrong\u003eSlack channel ID\u003c\/strong\u003e, and the \u003cstrong\u003eemail recipient\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003eFetches the latest \u003cstrong\u003e100 tasks\u003c\/strong\u003e from Monday.com, \u003cstrong\u003e100 contacts\u003c\/strong\u003e from GoHighLevel, and \u003cstrong\u003e100 documents\u003c\/strong\u003e from PandaDoc via their APIs.\u003c\/li\u003e\n  \u003cli\u003eAggregates 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.\u003c\/li\u003e\n  \u003cli\u003eFeeds metrics into \u003cstrong\u003eGoogle Gemini\u003c\/strong\u003e to produce a \u003cstrong\u003ethree-paragraph executive summary\u003c\/strong\u003e with a \u003cstrong\u003esingle priority action\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003eFormats the briefing into a \u003cstrong\u003eSlack message\u003c\/strong\u003e, an \u003cstrong\u003eHTML email\u003c\/strong\u003e, and a \u003cstrong\u003eMonday.com item payload\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003ePosts to Slack\u003c\/strong\u003e, \u003cstrong\u003esends via Microsoft Graph (Outlook email)\u003c\/strong\u003e, and \u003cstrong\u003ecreates a dashboard item\u003c\/strong\u003e in Monday.com.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eOperations or SaaS leaders who want a \u003cstrong\u003edaily executive update\u003c\/strong\u003e without manual reporting.\u003c\/li\u003e\n  \u003cli\u003eTeams tracking \u003cstrong\u003etask health, lead flow, and proposal status\u003c\/strong\u003e across Monday.com, GoHighLevel, and PandaDoc.\u003c\/li\u003e\n  \u003cli\u003eAutomation engineers setting up a reliable \u003cstrong\u003emulti-system performance briefing\u003c\/strong\u003e in n8n.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003en8n Schedule trigger\u003c\/strong\u003e (daily 8:00 AM)\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eHTTP Request\u003c\/strong\u003e nodes with auth for \u003cstrong\u003eMonday.com\u003c\/strong\u003e (Authorization token), \u003cstrong\u003eGoHighLevel\/LeadConnector\u003c\/strong\u003e (Bearer token), and \u003cstrong\u003ePandaDoc\u003c\/strong\u003e (API key)\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eGoogle Gemini (PaLM)\u003c\/strong\u003e integration for executive summary generation\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSlack\u003c\/strong\u003e node for messaging, \u003cstrong\u003eMicrosoft Graph\u003c\/strong\u003e for Outlook email delivery\u003c\/li\u003e\n  \u003cli\u003eMonday.com item creation for the dashboard board\u003c\/li\u003e\n  \u003cli\u003eNodes\/stack: \u003cstrong\u003eset\u003c\/strong\u003e, \u003cstrong\u003ecode\u003c\/strong\u003e, \u003cstrong\u003esticky note\u003c\/strong\u003e, \u003cstrong\u003en8n-nodes-langchainagent\u003c\/strong\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":46232433655987,"sku":"N8N-21040","price":26.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/hVr1tCw-v3gE_tfa-BqkK_Bf8lpNUO.png?v=1792142246","url":"https:\/\/buyflowscripts.com\/products\/automated-daily-executive-briefing-via-n8n-monday-ghl","provider":"N8N Commerce","version":"1.0","type":"link"}