Библиотека / Отчёты, аналитика и дашборды
Отчёты, аналитика и дашборды
Ежедневные сводки для руководства с понедельника из Monday.com, GoHighLevel и PandaDoc через Gemini
Каждое утро забирает задачи, лиды и предложения из Monday.com, GoHighLevel и PandaDoc, с помощью Gemini формирует сводку по схеме красный/жёлтый/зелёный и публикует её в Slack и по электронной почте.
Что делает
## Send daily executive briefings from Monday.com, GoHighLevel and PandaDoc with Gemini Every morning this workflow pulls live numbers from Monday.com (tasks), GoHighLevel (leads) and PandaDoc (proposals), asks Google Gemini to write a short executive summary with red/yellow/green status, and delivers it to Slack, Outlook email, and a Monday.com dashboard board. ### How it works 1. A Schedule trigger runs every day at 8:00 in your workflow timezone 2. The Workflow Configuration node holds all IDs, column IDs, thresholds, and your company name 3. Three HTTP Request nodes pull tasks from Monday.com, contacts from GoHighLevel, and documents from PandaDoc 4. A Code node merges the data into one dataset: task completion and overdue count, lead counts, estimated pipeline value, proposal statuses, and anomaly flags 5. Gemini writes a three-paragraph briefing with status icons and one recommended action 6. A Code node formats the report for Slack, a full HTML email, and a Monday.com item 7. The report is delivered to all three destinations in parallel ### Setup 1. Create HTTP Header Auth credentials: Monday.com (Authorization: YOUR_MONDAY_TOKEN), GoHighLevel (Authorization: Bearer YOUR_GHL_TOKEN), PandaDoc (Authorization: API-Key YOUR_PANDADOC_KEY), and assign each to its HTTP Request nodes 2. Connect a Microsoft Outlook OAuth2 credential (scope Mail.Send) to the Send Report via Outlook node 3. Connect your Google Gemini (PaLM) API credential and a Slack OAuth2 credential 4. Fill in the Workflow Configuration node: board IDs, column IDs, GHL location ID, Slack channel ID, recipient email, and company name 5. Set your timezone in the workflow settings, run once manually, then activate ### Customization - Change the schedule to weekly or add a second daily run - Edit the Gemini prompt to add department-specific KPIs - Replace Outlook with Gmail, or add a Telegram node for a phone alert - Tune the overdue and pipeline thresholds in the configuration node ### Notes Hot and warm lead counts read the GoHighLevel tags lead-score-hot and lead-score-warm set by the GHL Lead Scoring workflow. Estimated pipeline value is read from a contact custom field whose key contains "budget". Monday.com and GHL pulls are limited to the latest 100 records.
Шаги
- Schedule - Daily 8 AM
- Workflow Configuration
- Pull Monday.com Tasks
- Pull GHL Pipeline Data
- Pull PandaDoc Proposals
- Aggregate All Data
- Synthesize Executive Summary with Gemini
- Gemini Chat Model
- Format Report for All Channels
- Post to Slack Management Channel
- Send Report via Outlook
- Update Monday.com Dashboard Board
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