Automatiser la génération de rapports de fin de journée de ClickUp et GoHighLevel vers Slack, Email et Google Drive

• •Token Bot Slack ou URL Webhook
• •Informations d'identification Google Drive API
• •Clé API OpenAI

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  "name": "Automate End-of-Day Report Generation from ClickUp and GoHighLevel to Slack, Email, and Google Drive",
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        "content": "## 📊 Automate End-of-Day Report Generation from ClickUp and GoHighLevel to Slack, Email, and Google Drive \n\nThis workflow automatically generates comprehensive End-of-Day (EOD) reports by:\n- Fetching tasks from ClickUp\n- Retrieving opportunities from GoHighLevel (GHL)\n- Merging and transforming data into a unified format\n- Using AI to analyze and generate insightful reports\n- Distributing reports via Slack, Email, and Google Drive\n\n### 🎯 Use Case\nPerfect for teams wanting automated daily summaries of:\n- Task completions and blockers\n- Sales pipeline progress\n- Team performance metrics\n- Action items for tomorrow\n\n### ⏰ Schedule\nRuns Monday-Friday at 6:00 PM (18:00)\n\n### 🔧 Setup Requirements\n1. ClickUp OAuth2 credentials\n2. GoHighLevel OAuth2 credentials\n3. Azure OpenAI API credentials\n4. Slack API credentials\n5. SMTP credentials for email\n6. Google Drive OAuth2 credentials"
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        "content": "## ⏰ Step 1: Schedule Trigger\n\n**Cron Expression:** `0 18 * * 1-5`\n- Runs at 6:00 PM (18:00)\n- Monday through Friday only\n- Timezone: Server default\n\n**Setup Instructions:**\n1. Click this node\n2. Adjust time if needed using cron expression\n3. Test manually using \"Execute Node\" button"
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        "content": "## 📋 Step 2: Fetch ClickUp Tasks\n\n**What it does:**\nRetrieves tasks from your ClickUp workspace for the current day.\n\n**Setup Instructions:**\n1. Connect ClickUp OAuth2 credentials\n2. Replace these IDs with your own:\n   - Team ID (get from ClickUp workspace URL)\n   - Space ID (from space settings)\n   - Folder ID (from folder URL)\n   - List ID (from list URL)\n\n**Filters Applied:**\n- Due date: Today\n- Includes subtasks\n\n**Security:** Remove hardcoded IDs before sharing!"
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        "content": "## 💼 Step 3: Fetch GHL Opportunities\n\n**What it does:**\nRetrieves won opportunities from GoHighLevel CRM.\n\n**Setup Instructions:**\n1. Connect GoHighLevel OAuth2 credentials\n2. Adjust filters if needed:\n   - Current: Only \"won\" opportunities\n   - Optional: Add date range filters\n\n**Limit:** 100 opportunities\n\n**Security:** Credentials are stored securely in n8n"
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        "content": "## 🔀 Step 4: Merge Data Sources\n\n**What it does:**\nCombines ClickUp tasks and GHL opportunities into a single dataset.\n\n**Merge Strategy:**\n- Input 1: ClickUp tasks\n- Input 2: GHL opportunities\n- Mode: Append (combines all items)\n\n**No configuration needed** - just ensure both data sources connect here."
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        "content": "## 🔄 Step 5: Transform & Structure Data\n\n**What it does:**\nTransforms merged data into a unified format for AI analysis.\n\n**Key Transformations:**\n- Maps ClickUp tasks → GHL opportunity format\n- Extracts monetary values from custom fields\n- Normalizes status values\n- Aggregates summary statistics\n\n**Output Structure:**\n- Total items count\n- Opportunities array\n- Summary metrics (by status, source, total value)\n\n**No configuration needed** - transformation logic is built-in."
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        "content": "## 🤖 Step 6: AI Report Generation\n\n**What it does:**\nUses Azure OpenAI GPT-4o to analyze data and generate structured EOD report.\n\n**Setup Instructions:**\n1. Connect Azure OpenAI credentials\n2. Model: GPT-4o (recommended)\n3. Memory: 7-message window for context\n\n**AI Analysis Includes:**\n- Brief summary\n- Key wins\n- Important metrics\n- Blockers/issues\n- Action items for tomorrow\n\n**Output:** Structured JSON matching defined schema"
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        "content": "## 📤 Step 7: Format for Distribution\n\n**What it does:**\nCreates three formatted versions of the report:\n1. **Slack**: Markdown with emojis\n2. **Email**: HTML with styling\n3. **Google Drive**: Plain text file\n\n**Each Output Contains:**\n- Title\n- Summary\n- Wins\n- Key metrics\n- Blockers\n- Action items\n- Timestamp\n\n**No configuration needed** - automatic routing."
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        "content": "## 🔀 Step 8: Route to Channels\n\n**What it does:**\nThree parallel IF nodes route data to appropriate channels.\n\n**Routing Logic:**\n- `type = \"slack\"` → Slack node\n- `type = \"email\"` → Email node\n- `type = \"google_drive\"` → Google Drive node\n\n**All three routes execute in parallel** for simultaneous delivery.\n\n**No configuration needed** - automatic based on data type."
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        "content": "## 💬 Step 9A: Send to Slack\n\n**Setup Instructions:**\n1. Connect Slack OAuth2 credentials\n2. **IMPORTANT:** Replace channel ID with your own:\n   - Get from: Slack → Right-click channel → Copy link\n   - Extract: Last part of URL (e.g., C09GNB90TED)\n3. Select channel from dropdown\n\n**Message Format:**\n- Title with icon\n- Markdown formatting\n- All report sections\n"
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        "content": "## 📧 Step 9B: Send Email\n\n**Setup Instructions:**\n1. Connect SMTP credentials (Gmail, Outlook, etc.)\n2. **IMPORTANT:** Replace these placeholders:\n   - `fromEmail`: Your company email\n   - `toEmail`: Recipient(s) email\n3. Customize subject line if needed\n\n**Email Features:**\n- Professional HTML template\n- Gradient header\n- Color-coded sections\n- Mobile-responsive design\n"
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        "content": "## 📁 Step 9C: Upload to Google Drive\n\n**Setup Instructions:**\n1. Connect Google Drive OAuth2 credentials\n2. Select destination folder:\n   - Default: Root folder\n   - Recommended: Create \"EOD Reports\" folder\n3. Filename format: `EOD_Report_YYYY-MM-DD.txt`\n\n**File Content:**\n- Plain text with ASCII art borders\n- All report sections\n- Timestamp\n\n**Security:** Folder ID is safe to share (no personal data)"
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      "id": "8d5f5a2a-c6a7-455c-a570-c4266e64179b",
      "name": "Déclencheur du rapport de fin de journée programmé",
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        "jsCode": "// n8n Code Node - Transform Merged ClickUp + GHL Data & Aggregate\n\nconst transformedItems = [];\n\n// Process each item from the merged input\nfor (const item of $input.all()) {\n  const data = item.json;\n  \n  // Check if this is a ClickUp task (has custom_id, creator, project fields)\n  // or a GHL opportunity (has pipelineId, monetaryValue, contactId)\n  const isClickUpTask = data.hasOwnProperty('custom_id') && \n                        data.hasOwnProperty('creator') && \n                        data.hasOwnProperty('project');\n  \n  if (isClickUpTask) {\n    // Transform ClickUp task to GHL opportunity format\n    const transformedItem = {\n      // Use ClickUp task ID as the opportunity ID\n      id: data.id,\n      \n      // Use task name as opportunity name\n      name: data.name,\n      \n      // Set default monetary value (you can extract from custom fields if available)\n      monetaryValue: extractMonetaryValue(data.custom_fields),\n      \n      // Map ClickUp project to pipeline ID\n      pipelineId: data.project?.id || \"YOUR_PIPELINE_ID\",\n      \n      // Map ClickUp status to pipeline stage\n      pipelineStageId: data.status?.id || null,\n      pipelineStageUId: data.status?.id || null,\n      \n      // Map first assignee ID\n      assignedTo: data.assignees?.[0]?.id?.toString() || null,\n      \n      // Map ClickUp status type to GHL status\n      status: mapClickUpStatusToGHL(data.status?.type),\n      \n      // Source information\n      source: \"ClickUp\",\n      \n      // Timestamps - convert from milliseconds to ISO string\n      lastStatusChangeAt: data.date_updated ? new Date(parseInt(data.date_updated)).toISOString() : null,\n      lastStageChangeAt: data.date_updated ? new Date(parseInt(data.date_updated)).toISOString() : null,\n      createdAt: data.date_created ? new Date(parseInt(data.date_created)).toISOString() : null,\n      updatedAt: data.date_updated ? new Date(parseInt(data.date_updated)).toISOString() : null,\n      \n      // Index version\n      indexVersion: 1,\n      \n      // Use first assignee as contact ID\n      contactId: data.assignees?.[0]?.id?.toString() || null,\n      \n      // Location from team ID\n      locationId: data.team_id || \"YOUR_LOCATION_ID\",\n      \n      // Custom fields\n      customFields: data.custom_fields || [],\n      \n      // Lost reason\n      lostReasonId: null,\n      \n      // Followers from watchers\n      followers: data.watchers?.map(w => w.id.toString()) || [],\n      \n      // Relations - create from assignees\n      relations: data.assignees?.map((assignee, index) => ({\n        associationId: \"OPPORTUNITIES_CONTACTS_ASSOCIATION\",\n        relationId: data.id,\n        primary: index === 0,\n        objectKey: \"contact\",\n        recordId: assignee.id.toString(),\n        fullName: assignee.username,\n        contactName: assignee.username,\n        companyName: data.project?.name || null,\n        email: assignee.email,\n        phone: null,\n        tags: data.tags?.map(t => t.name) || [],\n        attributed: null\n      })) || [],\n      \n      // Primary contact from first assignee\n      contact: data.assignees?.[0] ? {\n        id: data.assignees[0].id.toString(),\n        name: data.assignees[0].username,\n        companyName: data.project?.name || null,\n        email: data.assignees[0].email,\n        phone: null,\n        tags: data.tags?.map(t => t.name) || [],\n        score: []\n      } : null,\n      \n      // Sort fields\n      sort: [\n        parseInt(data.date_created),\n        data.assignees?.[0]?.id?.toString() || \"\"\n      ],\n      \n      // Attributions\n      attributions: [{\n        utmSessionSource: \"ClickUp\",\n        isFirst: true,\n        medium: \"integration\"\n      }]\n    };\n    \n    transformedItems.push(transformedItem);\n    \n  } else {\n    // This is already a GHL opportunity - pass it through as-is\n    transformedItems.push(data);\n  }\n}\n\n// Helper function to map ClickUp status types to GHL status\nfunction mapClickUpStatusToGHL(statusType) {\n  if (!statusType) return 'open';\n  \n  const statusMap = {\n    'closed': 'won',\n    'complete': 'won',\n    'done': 'won',\n    'open': 'open',\n    'in progress': 'open',\n    'to do': 'open',\n    'cancelled': 'abandoned',\n    'blocked': 'abandoned',\n    'lost': 'lost'\n  };\n  \n  return statusMap[statusType.toLowerCase()] || 'open';\n}\n\n// Helper function to extract monetary value from custom fields\nfunction extractMonetaryValue(customFields) {\n  if (!customFields || customFields.length === 0) return 0;\n  \n  // Look for common field names that might contain monetary value\n  const moneyField = customFields.find(f => \n    f.name && (\n      f.name.toLowerCase().includes('value') ||\n      f.name.toLowerCase().includes('amount') ||\n      f.name.toLowerCase().includes('price') ||\n      f.name.toLowerCase().includes('deal')\n    )\n  );\n  \n  return moneyField?.value || 0;\n}\n\n// AGGREGATION: Combine all transformed items into a single output\n// This ensures the AI Agent receives ONE item with all data\nconst aggregatedOutput = {\n  totalItems: transformedItems.length,\n  timestamp: new Date().toISOString(),\n  opportunities: transformedItems,\n  summary: {\n    totalOpportunities: transformedItems.length,\n    byStatus: {},\n    totalMonetaryValue: 0,\n    bySource: {}\n  }\n};\n\n// Calculate summary statistics\ntransformedItems.forEach(item => {\n  // Count by status\n  aggregatedOutput.summary.byStatus[item.status] = \n    (aggregatedOutput.summary.byStatus[item.status] || 0) + 1;\n  \n  // Sum monetary values\n  aggregatedOutput.summary.totalMonetaryValue += item.monetaryValue || 0;\n  \n  // Count by source\n  const source = item.source || 'GHL';\n  aggregatedOutput.summary.bySource[source] = \n    (aggregatedOutput.summary.bySource[source] || 0) + 1;\n});\n\n// Return single aggregated item for AI Agent\nreturn [{ json: aggregatedOutput }];"
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      "name": "Envoyer le message Slack",
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      "webhookId": "8f1199fc-1c63-4d9f-b5af-c632cf55e1e0",
      "parameters": {
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             <div class=\"section-title\">\n                    <span class=\"icon\">📊</span>\n                    Key Metrics\n                </div>\n                <div class=\"metrics-text\">\n                    {{ $json.body.keyMetrics }}\n                </div>\n            </div>\n            <div class=\"section\">\n                <div class=\"section-title\">\n                    <span class=\"icon\">⚠️</span>\n                    Blockers\n                </div>\n                <div class=\"blockers-box\">\n                    {{ $json.body.blockers }}\n                </div>\n            </div>\n            <div class=\"section\">\n                <div class=\"section-title\">\n                    <span class=\"icon\">🎯</span>\n                    Action Items\n                </div>\n                <div class=\"action-items\">\n                    {{ $json.body.actionItems }}\n                </div>\n            </div>\n        </div>\n        <div class=\"footer\">\n            <p><strong>End-of-Day Summary Report</strong></p>\n            <p>This is an automated report generated by N8N Workflow</p>\n            <p>Do not reply to this email</p>\n        </div>\n    </div>\n</body>\n</html>",
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        "text": "=You are given the following aggregated End-of-Day data from ClickUp (task management) and GHL (sales pipeline):\n\n{{ JSON.stringify($json.opportunities || $json, null, 2) }}\n\nPlease analyze this data and generate a structured End-of-Day (EOD) summary report.\n\n**Analysis Guidelines:**\n\n**For ClickUp Tasks:**\n- Count tasks by status (complete, in progress, blocked, etc.)\n- Calculate total time spent across all tasks\n- Identify completed tasks as wins\n- Flag blocked or delayed tasks as blockers\n- Note team members with completed work\n\n**For GHL Opportunities:**\n- Count opportunities by status (won, open, lost, abandoned)\n- Sum total monetary value of won deals\n- Identify new opportunities created today\n- Note high-value deals in progress\n- Track conversion rates if applicable\n",
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        "team": "YOUR_TEAM_ID",
        "space": "YOUR_SPACE_ID",
        "folder": "YOUR_FOLDER_ID",
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      "position": [
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        "operation": "toJson"
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