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Generate AI-Powered Morning Briefs from ClickUp to Slack and Gmail with GPT-4o

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Created by: Rahul Joshi || rahul08

Rahul Joshi

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Last update a day ago

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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. ☀️📋💬

What This Template Does

  • Triggers automatically at 9:15 AM each morning via cron. ⏰
  • 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

✅ Eliminates manual stand-up prep by generating AI-driven daily reports.
✅ Keeps teams aligned with clear task summaries and blocker tracking.
✅ Automatically distributes updates across Slack and Gmail.
✅ Provides HTML-formatted emails and Slack markdown summaries.
✅ 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 👩‍💼
  • Development teams using ClickUp for sprint and task tracking 💻
  • Agencies or operations teams coordinating across tools 🔄
  • Remote teams seeking quick alignment and productivity boosts 🌍

Step-by-Step Setup Instructions

  • Connect your ClickUp account via OAuth2 and update Team, Space, and Folder IDs. ⚙️
  • Add Azure OpenAI GPT-4o credentials for AI summary generation. 🤖
  • Configure Slack OAuth2 credentials and set the target channel ID. 💬
  • Connect Gmail OAuth2 and define recipient email addresses. 📧
  • Customize the schedule trigger time (default: 9:15 AM). 🕒
  • Test the workflow to verify proper data retrieval and message delivery. 🚀