An n8n workflow that reads your entire ClickUp portfolio, calculates RAG health scores, writes AI-powered summaries for every project, and drops a beautiful digest in your inbox — without you lifting a finger.
One-time purchase · Works with n8n Cloud & self-hosted · Full setup guide included
You spend 30 minutes every week chasing PMs for updates that should already exist — just so leadership can see a RAG chart.
Projects that look fine in conversation have 8 overdue tasks and 3 unassigned critical items. You only find out when it's too late.
You want a signal, not a stream. One clean weekly digest that tells you exactly what's red, what's at risk, and what needs action.
Every Friday morning, this is what hits your inbox. RAG-scored, metric-rich, and AI-written — not a spreadsheet, a proper report.
↑ This is the actual output — rendered from real ClickUp task data, every week, automatically.
Built for project managers, operations leads, and agency owners who run multiple projects out of ClickUp and need portfolio-level visibility without the manual work.
Each project is automatically scored RED, AMBER, or GREEN based on overdue ratios, high-priority task status, and unassigned upcoming work. No guesswork — 100% auditable logic.
Every project card contains a three-part AI commentary: Status, Risk, and Action. The numbers tell you what; the AI tells you what it means and what to do next.
Completion rate, overdue task count, tasks due this week, tasks with no due date — pulled live from ClickUp on every run. Hidden risks surface automatically.
A beautifully rendered HTML email lands in your inbox every Friday morning (or whatever schedule you set). Share it in your standup, forward it to leadership, or keep it for yourself.
Paste a Slack webhook URL and get a secondary notification posted to any channel. Perfect for a #project-health channel that keeps the whole team informed without extra meetings.
Change the run schedule, adjust RED/AMBER thresholds, switch between fetching all tasks, a specific Space, or a specific List. Swap Gmail for SMTP or Outlook. It's all documented.
Under the hood, the workflow runs a clean left-to-right pipeline. Here's what happens each run.
The workflow starts on your configured cron schedule — default is every Friday at 8am. You can change this to daily, twice weekly, or any time that suits your team.
No hard-coded IDs. The workflow fetches your ClickUp workspace ID dynamically, then routes to the correct fetch path based on your filter mode (all tasks, by Space, or by List).
All tasks are pulled from ClickUp and split into individual items. The workflow groups them back by project list for per-project analysis.
Pure rule-based logic: completion rate, overdue ratios, unassigned tasks, high-priority items. RAG thresholds are configurable. No AI black boxes here — it's fully transparent.
For each project, an AI model (OpenAI or your chosen provider) reads the metrics and writes a concise Status, Risk, and Action summary. Advisory context alongside the hard numbers.
The workflow assembles all project cards into a polished HTML email and sends it via Gmail to your configured recipients. Optionally, a Slack notification is posted simultaneously.
The complete, production-ready n8n workflow file. Import it in seconds on n8n Cloud or self-hosted. All 15 nodes, fully wired and commented.
A comprehensive, beautifully formatted setup guide covering every credential, API token, configuration option, and troubleshooting scenario. No stone left unturned.
Real mock output screenshots showing exactly what your digest will look like — RED, AMBER, and GREEN project cards, portfolio summary, and Slack notification format.
RAG scoring thresholds, schedule, fetch mode (all/space/list), and email recipients are all clearly labelled in the workflow nodes. No code editing required.
If the workflow fails for any reason, an error notification email is sent automatically. You never miss a run silently.
Works on both. The setup guide includes separate instructions for n8n Cloud (3-click Gmail OAuth) and self-hosted setups via Google Cloud Console.
No subscription. No per-seat fees. No usage limits. Buy once, deploy it, let it run.
One-time · No subscription · No per-seat fees
🔒 Delivered instantly via Gumroad · Secure checkout
Managing 5–15 client projects simultaneously? Get a bird's-eye view of your entire portfolio without a single status meeting.
Replace the manual weekly report with an automated digest that's more detailed, more consistent, and ready before your standup starts.
Build a standing #project-health Slack channel that every stakeholder can check. No one needs to ask for updates anymore.
Set it up once. Every week, it runs itself — while you're asleep, in a meeting, or on holiday.
One-time purchase · Instant download · Full setup guide included