Generate AI-Powered Morning Briefs from ClickUp to Slack and Gmail with GPT-4o
Description Automate your team's daily stand-ups with AI-powered morning briefs, directly pulled from ClickUp tasks and shared via Slack and Gmail every morning. āļøšš¬
What This Template Does Triggers automatically at 9:15 AM each morning via cron. ā° Fetches the latest sprint and all active or due-today tasks from ClickUp. Categorizes tasks by status, priority, and assignee for clear visibility. Uses Azure OpenAI GPT-4o to generate a detailed, structured morning summary. Formats the AI summary into a clean HTML email and a Slack post. Sends automated updates to Gmail and Slack channels. Includes real-time error detection and Slack alerts for quick debugging.
Key Benefits ā Eliminates manual stand-up prep by generating AI-driven daily reports. ā Keeps teams aligned with clear task summaries and blocker tracking. ā Automatically distributes updates across Slack and Gmail. ā Provides HTML-formatted emails and Slack markdown summaries. ā Reduces time spent on daily check-ins and sprint reviews.
Features Fully automated daily scheduling using cron triggers. Real-time task fetching and categorization from ClickUp. GPT-4-powered summarization for executive-style briefs. Responsive HTML email builder for beautiful reports. Slack integration for quick, shareable updates. Error handling with dedicated Slack notifications.
Requirements ClickUp OAuth2 credentials for task access. Azure OpenAI GPT-4o API credentials for summary generation. Slack API credentials for channel posting. Gmail OAuth2 credentials for sending email reports.
Target Audience Project managers and team leads needing automated daily briefings š©āš¼ Development teams using ClickUp for sprint and task tracking š» Agencies or operations teams coordinating across tools š Remote teams seeking quick alignment and productivity boosts š
Step-by-Step Setup Instructions Connect your ClickUp account via OAuth2 and update Team, Space, and Folder IDs. āļø Add Azure OpenAI GPT-4o credentials for AI summary generation. š¤ Configure Slack OAuth2 credentials and set the target channel ID. š¬ Connect Gmail OAuth2 and define recipient email addresses. š§ Customize the schedule trigger time (default: 9:15 AM). š Test the workflow to verify proper data retrieval and message delivery. š
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