Generate consulting KPI summaries with GPT-4o-mini, Slack and Google Sheets
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 16 nodes and runs on a schedule (every day). Along the way it connects Google Sheets, OpenAI Chat Model, Slack and Gmail and 1 more.
How it runs
Trigger: On a schedule (every day).
- Workflow Configuration (Edit Fields (Set)): sets or maps fields
- Fetch Client Dashboard 1 KPIs (HTTP Request): calls an HTTP API
- Fetch Client Dashboard 2 KPIs (HTTP Request): calls an HTTP API
- Structure KPI Data (Edit Fields (Set)): sets or maps fields
- Log KPIs to Google Sheets (Google Sheets): uses Google Sheets
- Generate KPI Summary and Insights (AI Agent): runs an AI agent, with model: OpenAI GPT-4o-mini
- Check Critical KPI Thresholds (Switch): routes items into branches
- Send Critical Alert to Slack (Slack): uses Slack
- Email Critical Alert (Gmail): uses Gmail
- Post Summary to Slack (Slack): uses Slack
…plus 4 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (11)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - Edit Fields (Set)
n8n-nodes-base.set - HTTP Request
n8n-nodes-base.httpRequest - Google Sheets
n8n-nodes-base.googleSheets - AI Agent
@n8n/n8n-nodes-langchain.agent - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Switch
n8n-nodes-base.switch - Slack
n8n-nodes-base.slack - Gmail
n8n-nodes-base.gmail - Merge
n8n-nodes-base.merge - Google Calendar
n8n-nodes-base.googleCalendar
From the author
Consulting KPI Reporting Automation with AI Summaries Author: Hyrum Hurst, AI Automation Engineer at QuarterSmart Contact: [email protected] This workflow automates the process of collecting, analyzing, and reporting KPIs for consulting firms. Designed…