Daily Client Handoff Risk Digest (Google Sheets + Slack)

Stop Slack from flooding—get one daily, actionable client handoff risk digest

This n8n workflow checks your client deliverables in Google Sheets every day at 09:00, identifies overdue, soon-due, blocked, invalid, and “ready-without-link” handoffs, then posts a single grouped risk digest to Slack only when something needs attention.

What this workflow does

• Runs on schedule daily at 09:00 (based on the workflow’s schedule/timezone).
• Reads your Google Sheet worksheet that contains client deliverables.
• Validates and parses data by checking required fields and interpreting due_date in YYYY-MM-DD format, comparing using UTC dates.
• Ignores delivered/completed/closed rows so only in-flight handoffs are evaluated.
• Flags risks and groups them into one digest for Slack:
  • Overdue items
  • Items due within the next 7 days (configurable via the code’s DAYS_AHEAD window)
  • Blocked deliverables
  • Invalid rows (e.g., missing/incorrect required data)
  • Ready items that are missing a handoff_url
• Suppresses notifications when the digest is empty—no risk, no Slack message.

Use cases

• Operations teams tracking client deliverables and handoffs to prevent missed due dates.
• SaaS operators who want a daily “what needs attention” Slack update without manual review.
• Automation engineers standardizing handoff compliance checks across multiple owners and clients.

Technical details

• Google Sheets read step (configured with your Sheet Document ID and worksheet name)
• Schedule Trigger to run daily at 09:00
• Code logic to validate fields, parse due_date, classify risk types, and format the digest
• Slack node to post a single grouped message to your target channel
• Uses if logic to post only when risks are found

Required columns: client, deliverable, owner, due_date, review_status, handoff_url.